LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW OF THE BOSTON BAR ASSOCIATION 294 WASHINGTON STREET, SUITE 443 BOSTON, MASSACHUSETTS 02108 TEL (617) 482-1145 FAX (617) 482-4392 Email: office@lawyerscom.org Web: www.lawyerscom.org THE ECONOMIC JUSTICE PROJECT REPRESENTATION GUIDELINES Attorney Agreement In accepting a matter through the Economic Justice Project (“EJP”), each volunteer attorney agrees to: 1. Consult the EJP with any questions or problems, or for additional information. 2. Keep track of the amount of time you and other attorneys and para-professionals work on the matter. 3. Inform the EJP when the matter is complete and complete the attorney evaluation form. 4. Conduct all legal work in a timely manner and with the same degree of professionalism given to any other client. 5. Treat the client with the same respect given to any other client. 6. Inform the client of any fees they will be responsible for during your initial client meeting. Referral Process 1. Entrepreneurs contact the Economic Justice Project Most clients are referred to the EJP through community economic development organizations that provide entrepreneurs with business technical assistance and, where possible, help individuals access credit for their business. 2. Initial client screening The EJP screens each business that contacts us to determine whether the business and business owner(s) meet our eligibility guidelines and have a legal matter appropriate and ready for referral to an attorney. 3. Referral request sent to participating attorneys For matters accepted by the EJP, we send a request for assistance to attorneys through the EJP’s referral network. Attorneys who need more information about the matter should contact the EJP. 4. Attorney obtains approval Attorneys interested in accepting the request for assistance contact the EJP. We then send the attorney an intake sheet summarizing the client’s information and legal issues, along with any other relevant information the attorney requires to run a conflict check and obtain internal approval. After obtaining approval, the attorney notifies the EJP and the EJP will contact the client. 5. Volunteer attorney contacts client and sends client engagement letter The attorney then should contact the client and arrange an initial meeting. The attorney also should discuss the scope of representation and send the client the attorney’s own engagement letter for the client to sign. The attorney should send a copy of the signed engagement letter to the EJP. 6. Ongoing support from the EJP The staff of the EJP is available for any questions the attorney may have and to provide any support the attorney may need related to the matter. A staff member of the EJP will attend the initial client meeting if the attorney so requests. An EJP staff member will contact the attorney periodically to see how the matter is progressing. 7. Case closure Upon completion of the representation, the attorney should notify the EJP. The EJP will then send the attorney an evaluation to complete. Because the EJP relies substantially on foundation funding in order to support its activities, the EJP must be able to demonstrate the quantity and impact of time and resources donated by the attorney to the clients and their communities. Consequently, completing the evaluation is essential to the long-term success of the EJP. 8. Follow-up representation The scope of the attorney’s representation is limited to the discrete matters identified in the engagement letter. Once the representation is complete, in certain instances the client may contact the attorney directly seeking additional legal assistance. Please have the client contact the EJP and we will handle the referral. Alternatively, we are happy to have the attorney work directly with the client on subsequent legal matters, we simply ask the attorney to inform the EJP of the legal matters they will be handling. Fees and Costs The volunteer attorney agrees to represent the client on the matters referred without charging fees for the attorney’s services or any internal costs (e.g., copying and faxing costs, long distance charges, or secretarial support). The client is responsible for all filing fees and other extraordinary costs, such as state and federal filings, closing costs or title reports. If you have any questions, please contact Jill Feldman at 617- 482-1145 or jfeldman@lawyerscom.org.