| Worksheet | Action | Completion Date |
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| 1A | Introduce new lawyer to other lawyers in the community through attendance at bar association meeting and other networking opportunities. | |
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| 1B | Meet at the local courthouse(s) and make appropriate introductions to members of the judiciary, court personnel and clerks of court. Discuss customary rules of civility or etiquette among lawyers and judges in the community. | |
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| 1C | Acquaint new lawyer with Illinois' various legal services organizations and opportunities for lawyers in private practice to engage in pro bono activities. | |
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| 1D | Discuss law office management matters:
a. Time records.
b. Records of client-related expenses.
c. Billing system.
d. Client retainer and/or payment schedules.
e. Escrow and trust account, establishing an IOLTA, accounting, auditing, use of interest proceeds, proper procedures for handling client funds and other property.
f. Filing system and procedures.
g. Document retention plan.
h. Calendar reminder systems.
i. Information technology system.
j. Library and research systems.
k. Other resources (publications, seminars, equipment, etc.). | |
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| 1E | Discuss effective time management skills and techniques. | |
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| 1F | Discuss importance of client communication, how to maintain appropriate ongoing communication (returning telephone calls, email) to keep clients informed. | |
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| 1G | Discuss proper legal counseling and the duties and responsibilities of advising clients. | |
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| 1H | Discuss types of alternative dispute resolution such as mediation, arbitration, early neutral evaluation, summary jury trials, etc. | |
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| 1I | Observe one of the proceedings referred in 1H. Discuss and evaluate what is observed. | |
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| Alternative Action | | |
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| Alternative Action | | |
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