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First Class Session Orientation

Edit below to talk about my backgound and legal services and the nature of that practice - high volume service work requiring in many instances the application of standard deliverables

Comparison of Clinic to other classes:

• No final exam
• The work load is spread evenly throughout the semester.

What is the Clinic?

• The Clinic is a simply a law firm that provides non-litigation legal assistance to small businesses.


• Examples include:


• entity creation (LLCs, for-profits & non-profits)
• contract negotiation & drafting
• website terms & conditions
• trademarks
• copyrights
• leases
• tax advice
• regulatory compliance
• licensing
• securities law compliance
• franchising
• IRS exemptions
• liability waivers
• and more

Students handle cases from beginning to end.

• client intake
• intake memo
• case acceptance
• formal file opening
• working on the "deliverables"
• file maintenance
• delivering the "deliverables"
• file closing

Clinic Website - FIUclinic.org/sbc

username: small
password: business


• Syllabus
• Resource Page
• Procedures Manual

CLIO

• An email will be sent to each student with a CLIO invite.  Click it to create a personal account

Assignment of Supervisor

• In the first class session supervisors will be assigned to each student

Spanish Speakers:

• In the fist class session an inquiring will be made to determine how many students are comfortable speaking conversational Spanish

Assignment of Transfer Cases

• After all students have created their CLIO accounts the supervisor will assign files being transfered from the previous semester (students will be notified by a CLIO generated email)

Intake

• After a service request a file is opened on CLIO


• The student sends a short email to the client saying that he or she would soon be called for an intake interview.  The message should read:


• The student will then call the client to either directly conduct the intake interview or to schedule a convenient time for doing so.  Setting up a zoom meeting is an option.


• INTAKE MEMO IN CLIO - a detailed "Intake Memo" casenote must be intered into ClinicClases following the initial client interview

Required Hours

• As per law school requirements, each student, over the course of the semester, must average working 14 hours per week on clinic activities (for a total of 196 hours for the entire semester).


• These hours must be posted on CLIO as either


• Client specific work:  posted in the relevant client's CLIO file
        -or-

• Non-client specific work:  This includes homework, class attendance, supervision session, etc.  Entered into CLIO using the "Quick Add" button in the "Home" tab.


• On average, at least 14 hours must be entered each week

Homework


• WEEKLY READING ASSIGNMENTS:  - hyperlinked in the Syllabus


• WEEKLY WRITING ASSIGNMENTS:  - Each assignment is hyperlinked in the Syllabus.  The assignments consist of simple commonly used transactional documents

Uploading Copies of Emails to CLIO


• DON'T SAVE EMAILS AS SCREEN CAPTURES (jpg or png)


• From your email program open the email that is to be uploaded.  Then "print" it to a PDF file (or, alternately, "save" as a PDF file).  Then upload the resulting PDF to the "documents" section of the client's file on CLIO


• The PDF should look like an actual email and NOT like a document created on a word processor. HERE IS AN EXAMPLE:



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• Before uploading such PDF files, rename them so as to make it easier to find then later.  Include the date in that name.  Example:  "9-23-23 letter to client.pdf"



Grading policies


• A student's final grade will be depend how well he or she has meet the "Expectations" specified in the Clinic's Policy Manual