Sp23 Procedures Quiz
SP23 Procedures Quiz
Welcome to the SP23 Procedures Quiz! This quiz is designed to test your knowledge on essential procedures and protocols you need to follow in our clinic.
Whether you are a new team member or need a refresher, this quiz covers key points including:
- Email protocols for communicating with clients
- Meeting attendance and roles
- Drafting engagement letters and contracts
Which of the following email addresses should you CC for all client emails?
Blp193@psu.edu
Srw5258@psu.edu
Tjs53@psu.edu
ContactEAC@psu.edu
ENTClinicDropbox@pennstatelaw.psu.edu
EshipClinic@pennstatelaw.psu.edu
To which of the following email addresses should clients return signed engagement letters?
Blp193@psu.edu
Srw5258@psu.edu
Tjs53@psu.edu
ContactEAC@psu.edu
ENTClinicDropbox@pennstatelaw.psu.edu
EshipClinic@pennstatelaw.psu.edu
Primary team member's email address
Secondary team member's email address
Which of the following email addresses should you send draft Engagement Letters to be reviewed/signed by Clinic director?
Blp193@psu.edu
Srw5258@psu.edu
Tjs53@psu.edu
ContactEAC@psu.edu
ENTClinicDropbox@pennstatelaw.psu.edu
EshipClinic@pennstatelaw.psu.edu
Primary team member's email address
Secondary team member's email address
To which of the following email addresses should you send conflict clearances?
Blp193@psu.edu
Srw5258@psu.edu
Tjs53@psu.edu
ContactEAC@psu.edu
ENTClinicDropbox@pennstatelaw.psu.edu
EshipClinic@pennstatelaw.psu.edu
AML33@dsl.psu.edu
QUC22@psu.edu
You need to send out intro emails to newly assigned clients by 5:00 the day after your weekly clinic meeting. (E.g., Tuesday students send emails by 5:00 Wednesday; Wednesday students send emails by 5:00 Thursday)
True
False
If you have a direct question for Brit/Steph/Tom or if you need our attention on a matter, how should you contact us?
Slack direct message
Come to our office
Email us directly (blp193, srw5258, tjs53)
Email contactEAC@psu.edu
For introductory meetings with clients, who should be on the Zoom call? (for the first 2 weeks)
Newbie team member
Veteran team member
Primary team member
Secondary team member
Tom
Brit
Steph
Angela Lombardo
EXPLANATORY NOTE: both team members should be on all client calls (where scheduling permits). This will give the newbie a chance to sit in on client meetings and get familiar with the process. This is mandatory for the first few weeks, but recommended always - it never hurts to have extra help on the call.
In other words, even if the Primary team member is a veteran, the secondary member should still attend the meetings.
EXPLANATORY NOTE: both team members should be on all client calls (where scheduling permits). This will give the newbie a chance to sit in on client meetings and get familiar with the process. This is mandatory for the first few weeks, but recommended always - it never hurts to have extra help on the call.
In other words, even if the Primary team member is a veteran, the secondary member should still attend the meetings.
For NEWBIE entity formation meetings with clients, who is required to be on the Zoom call with the Newbie?
Veteran team member
At least one staff attorney for the first 2 weeks
At least one staff attorney until you are given permission to have formation meetings independently
At least one staff attorney forever
You can form companies with clients over the phone if Zoom is not cooperating
True
False
When you have created an Engagement Letter, how should you get it to Prof Sharbaugh for review? (select all that apply)
Email TJS53 with "EL" in the subject line
Email TJS53 with "Engagement Letter" in the subject line
Attach the letter to email TJS53
Upload the letter to the client's folder on OneDrive
Include client's name in the email to tell Tom where to locate the file
After you have drafted a contract for a client, what is the first thing you do?
Upload the contract to OneDrive
Email the contract to Tom
Email the contract to the staff attorneys
Send the contract to the client
After team member 1 ("TM1") uploads the contract to OneDrive, what are the next steps?
TM1 will team tell team member 2 ("TM2") the contract is ready for review
TM1 will make a Trello comment that the contract is awaiting peer review
TM1 will drag the client's Trello card to "docs pending review" before TM2 has reviewed the contract
TM2 will review for typos, grammar, formatting, and specific client requests
TM2 will review for substantive legal corrections
TM2 will make a Trello comment outlining any changes made and indicating that contract has been reviewed
TM1 will drag the client's Trello card to "docs pending review" to let staff attorneys know the contract has already been touched by both partners
TM1 will email the contract to the staff attorneys
A staff attorney will review the contract and make red line changes
Staff attorney will move the Trello card back to TM's column with comments on Trello card (potentially giving further instruction)
TM1 will review and accept all changes; VERIFY TRACK CHANGES is turned off and that the final product has no comments or notes on the document
TM1 will email the contract to client after staff attorney has approved
On an intro meeting, if a client asks a substantive legal question and you just learned about it in class so you know the answer, you can give substantive legal advice to the client
True
False
EXPLANATORY NOTE: we can only give legal advice AFTER a client has signed an engagement letter with the clinic. You may provide general information in an intro call, but never tailored advice (i.e., you can explain a legal concept at a high level, but you should not apply the concepts to a client's particular situation).
It is always better to err on the side of caution - if a client asks a question and you are "pretty sure" you know the answer, it is better to tell the client you will look into it and get back to them rather than guess and later have to correct yourself.
EXPLANATORY NOTE: we can only give legal advice AFTER a client has signed an engagement letter with the clinic. You may provide general information in an intro call, but never tailored advice (i.e., you can explain a legal concept at a high level, but you should not apply the concepts to a client's particular situation).
It is always better to err on the side of caution - if a client asks a question and you are "pretty sure" you know the answer, it is better to tell the client you will look into it and get back to them rather than guess and later have to correct yourself.
If you have completed the LTA training previously, you need to Slack Steph and Brit to tell them you are exempt.
True
False
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