给客户的咨商准备函.doc

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1、给客户的咨商准备函OFFICE MEMORANDUMSeptember 12, 2005 TO:All foreign and domestic summer interns FROM:Executive Committee of Partners RE:Pre-Counseling Letter Guidelines Often members of the firm will be required to conduct a counseling session with a client who is confronted with several significant and dif

2、ficult choices.In such a situation, you are advised to prepare and deliver to the client a Pre-Counseling Letter.In addition to helping prepare the client for the counseling session, the letter will also serve as an organizing aid for the lawyer conducting the session. All pre-counseling letters sha

3、ll use the following format: 1.State your understanding of the clients goals. 2.Identify all courses of action the client can take or that may be taken against the client. 3.For each course of action, identify the possible consequences or results, whether legal, economic, or personal. 4.Be sure to e

4、xplain the possible consequences or results, why they are possible, and how likely they are to occur.Such will require a discussion of the interrelationship of the law and facts.Remember that most pre-counseling letters are written to lay clients.Although discussion of underlying law is necessary, you must structure your discussion having in mind the clients level of sophistication. 5.Where a possible course of action, consequence, or result is unclear, identify what additional information we need, why we need it, and how it can be obtained.