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AIC RoundRobin Request Form:
Client Name
Adv. Party
This Client has been EASY TO WORK WITH with and follows advice.
Strongly Disagree
Disagree Somewhat
Agree Somewhat
Strongly Agree
This Client RESPECTS SUPPORT STAFF.
Strongly Disagree
Disagree Somewhat
Totally Middle of the Road
Agree Somewhat
Strongly Agree
This Client is *NOT* ARGUMENTATIVE & *NOT* WHINY.
Strongly Disagree
Disagree Somewhat
Totally Middle of the Road
Agree Somewhat
Strongly Agree
Overall, this is a GREAT CLIENT.
Strongly Disagree
Disagree Somewhat
Totally Middle of the Road
Agree Somewhat
Strongly Agree
We ENJOY THIS TYPE OF CASE when litigating or arbitrating.
Strongly Disagree
Disagree Somewhat
Totally Middle of the Road
Agree Somewhat
Strongly Agree
Likely VENUE COUNTY?
County of Venue Bases?
Clear CONTRACT CLAUSE providing exclusive
Venue in above County
Defendants are all residents or domiciled in the above County.
The injury or events giving rise to the claims occurred in the above County.
Adverse party or counsel has stipulated to Venue in above County.
Real Estate Action (like foreclosure, quiet title) & Real Estate is in the above
County.
Risk of Venue being transferred & overall thoughts on Venue? (explain):
Litigation in Court OR Arbitration ?
Litigation in Court (no Arbitration clause)
Arbitration based on ADR Clause
Adverse Party has now expressed willingness to submit to binding arbitration
Which Court based on SMJ?
CIRCUIT COURT (Over $50K, Ejectment, Injunctions, & Most Foreclosures)
COUNTY Court ($50K or less)
SMALL CLAIMS ($8k or less)
NONE (Arbitration)
Risk of a Counter-claim or other claim that could change SMJ of Court to Circuit Court
Describe anticipated Counts and general summary of the claim(s)
Is an Expert Required?
Yes, an Expert will likely be required but we do NOT have one in mind.
Yes, an Expert will likely be required but we DO have one in mind.
No Expert will be needed at all.
Letter Grade for this Client based on personality compatibility:
D
A+
A-
A
B+
B
B-
C+
C
C-
D+
D
D-
F
Overall letter Grade based on Case being in our Wheelhouse, good facts, good law, straight-forward case, as far as the idea of increasing scope.
D
A+
A-
A
B+
B
B-
C+
C
C-
D+
D
D-
F
Final thoughts on why I think we should increase scope:
Recommended RETAINER AMOUNT
Initials of Person Submitting
Send to Lauren, Liz, & Matt
