Services audit

We have two purposes in our audit. The first purpose is to confirm that attorneys properly record and report their time to the Trust. The second purpose is to determine whether clients were satisfied with the attorneys’ services. Your answers to the questions below will help us achieve both purposes.

The Trustees thank you in advance for your help with this. Please be assured, any information you provide will remain confidential.

Your name*

Your email*

Your phone*

Which attorney was assigned to your case?*

Please describe the type of legal services provided. (i.e. will, divorce, civil litigation, etc.).

Do you feel the attorney explained the legal issues in your case in an understandable way? If no, please explain.
Yes No

Were there any “face-to-face” meetings? If yes, please estimate how much time was spent with the attorney. (Note: If you had more than one case with the attorney, please indicate approximate amount of time you spent on each case.)
Yes No

Were you ever asked to pay for services covered by the plan? If so, please describe in detail.
Yes No

Did your attorney provide you with a copy of the "Notice of Rights and Responsibilities?"
Yes No

Overall, were you satisfied with the services provided?