Alberta Contingency Fee Agreement for Lawyer

Lawyers can use this Intake Form to collect the information they need from a client to launch a personal injury case.

Scope of the Intake Questionnaire

The 24-page form contains numerous sections for information gathering, including:

• personal details about the client, spouse/partner and children,
• employment, education, community involvement,
• military service,
• hobbies and activities,
• the accident / incident that resulted in the injury,
• details about the injury, diagnosis, prognosis, treatment and ongoing effects,
• medical expenses, vehicle repair costs, and other related costs,
• insurance details for all vehicles involved,
• medical history,
• driving records,
• criminal history,
• a section for slip and fall injury claims.
• Available in MS Word format and fully editable to fit your exact needs.

Format and Use

The Client Intake Questionnaire is available in MS Word format and is downloadable, fully editable and reusable as a template. It can be used anywhere.

Prepare an Audit Confirmation Letter for a Canadian company with this downloadable template.

• Each year, Canadian lawyers receive requests from the auditors of their corporate clients to provide information before they can audit the company's financial statements.
• The Audit Confirmation Letter template covers all of the information routinely requested by the auditors:
  • confirmation that the law firm is the solicitor of record for the corporation,
  • details of any claims against the corporation which the lawyers have been retained to handle,
  • any outstanding accounts owed by the company to the law firm,
  • any amounts held in the firm's trust account on behalf of the company.
• This letter format is compliant with the Joint Policy Statement of 2016 approved by the Canadian Bar Association and the Auditing and Assurance Standards Board.
• Intended to be used only in Canada.

Prepare a Certificate of Independent Legal Advice for a client with this ready-to-use form for use in Canada.

• The lawyer making the Certificate states that they have provided an individual with legal advice regarding a document independently from any other party.
• The individual confirms that they have received the legal advice.
• The form also includes an Acknowledgement and Waiver of Independent Legal Advice, in the event that the individual waives his/her right to legal advice.
• The form is fully customizable and can be used as often as you require.
• This form is for use in Canada only.