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  1. Full legal name, correctly spelled. Do not be afraid to ask how to spell a name. If you cannot understand the caller, just ask the caller to spell the name for you. You can blame the phone connection for making it difficult for you to understand rather than imply that the caller is not speaking plainly.
  2. Date of birth. You will need this for background checks.
  3. Opposing party's full legal name. It is extremely important to obtain the correctly-spelled, full legal name of the opposing party. You must perform a conflict check on this name before the PNC meets with an attorney from your office.
  4. General nature of the case. Simply note whether the caller is involved in a divorce with children, a custody modification, child support enforcement, needs a Will or has another legal need.
  5. Litigation county. If this is a litigation case where an attorney will be required to make an appearance, you must find out what county and state the litigation will be in.

With this information, the attorney will be able to perform a conflict check see , Tex. R. Disciplinary Conduct 3.03 , determine the PNC's account status If your firm has represented the caller before, you will want to check whether that client is eligible to be engaged as per your firm's policies. Was the prior representation constructive? Did the client leave the engagement owing a significant balance? , and verify that the nature of the case is within the attorney's areas of competence and that the venue is within the attorney's geographic reach.

Optional information

  1. Usual home address. Get the full address of where the caller normally resides. Note that the caller does not reside at work, so don’t accept a business address, and the caller does not reside in a post office box, so don’t accept a P.O. box or PMB (private mailbox atone of those strip mall mail shops.)
  2. Current address. Some callers will be in temporary quarters. If they will be away from their usual home address for more than a few days, get the full street address of where they are temporarily residing.
  3. Telphone number. Note the Caller ID (CID) indicated on your telephone but also ask the caller for his or her telephone number.
  4. Email address. Not everyone has an email address, but try to get one. Ask the caller if he or she regularly checks this email address. Also ask the caller to think hard about whether anyone else has access to that email account. Be very careful about sendingemail to an address that may be monitored by an opposing party.
  5. Last 3 numbers of their driver’s license and the state of issuance. Emphasize to the caller that to protect their privacy, you only want the last 3 numbers. The caller has taken a risk in calling a stranger, so use this as an opportunity to build trust.
  6. Last 3 numbers of their Social Security number. Again, emphasize that you only want the last 3 numbers in order to protect their privacy. If the caller asks why you are collecting these digits, let him or her know that you need the information in order to perform aconflict check and that no legal action can be taken in the State of Texas without this information.
  7. The cause number and county. If the caller has received any paperwork regarding a lawsuit, ask him or her to read to you the cause number and county associated with the lawsuit. You will need that information to determine whether there are any pending deadlines.

Depending on the type of matter, you may have to obtain other information from the caller.


Work the following exercises on your own. When asked to do any drafting or form development, avoid searching the Internet until you have done the very best job that you can. Thinking through the problem is what provides the benefit of doing the problem. Having a perfect answer to present in class is a much lower priority.

Develop an intake form that could be printed and provided to your assistant when a PNC contacts your law practice.

Explain the importance of collecting the opposing party's name. Your answer should contain citations to the Texas Disciplinary Rules of Professional Conduct.

You must know the name of the opposing party so that you can determine whether the opposing party is a former client. "Without prior consent, a lawyer who personally has formerly represented a client in a matter shall not thereafter represent another person in a matter adverse to the former client." Tex. Disciplinary R. Prof. Conduct 1.09.

In this chapter you were told to collect the last three digits of the PNC's driver's license number and Social Security number. What is the statutory basis for collecting this information?

Section 30.014(a) of the Texas Civil Practice and Remedies Code.

Questions & Answers

what is Nano technology ?
Bob Reply
write examples of Nano molecule?
The nanotechnology is as new science, to scale nanometric
nanotechnology is the study, desing, synthesis, manipulation and application of materials and functional systems through control of matter at nanoscale
Is there any normative that regulates the use of silver nanoparticles?
Damian Reply
what king of growth are you checking .?
What fields keep nano created devices from performing or assimulating ? Magnetic fields ? Are do they assimilate ?
Stoney Reply
why we need to study biomolecules, molecular biology in nanotechnology?
Adin Reply
yes I'm doing my masters in nanotechnology, we are being studying all these domains as well..
what school?
biomolecules are e building blocks of every organics and inorganic materials.
anyone know any internet site where one can find nanotechnology papers?
Damian Reply
sciencedirect big data base
Introduction about quantum dots in nanotechnology
Praveena Reply
what does nano mean?
Anassong Reply
nano basically means 10^(-9). nanometer is a unit to measure length.
do you think it's worthwhile in the long term to study the effects and possibilities of nanotechnology on viral treatment?
Damian Reply
absolutely yes
how to know photocatalytic properties of tio2 nanoparticles...what to do now
Akash Reply
it is a goid question and i want to know the answer as well
characteristics of micro business
for teaching engĺish at school how nano technology help us
Do somebody tell me a best nano engineering book for beginners?
s. Reply
there is no specific books for beginners but there is book called principle of nanotechnology
what is fullerene does it is used to make bukky balls
Devang Reply
are you nano engineer ?
fullerene is a bucky ball aka Carbon 60 molecule. It was name by the architect Fuller. He design the geodesic dome. it resembles a soccer ball.
what is the actual application of fullerenes nowadays?
That is a great question Damian. best way to answer that question is to Google it. there are hundreds of applications for buck minister fullerenes, from medical to aerospace. you can also find plenty of research papers that will give you great detail on the potential applications of fullerenes.
what is the Synthesis, properties,and applications of carbon nano chemistry
Abhijith Reply
Mostly, they use nano carbon for electronics and for materials to be strengthened.
is Bucky paper clear?
carbon nanotubes has various application in fuel cells membrane, current research on cancer drug,and in electronics MEMS and NEMS etc
so some one know about replacing silicon atom with phosphorous in semiconductors device?
s. Reply
Yeah, it is a pain to say the least. You basically have to heat the substarte up to around 1000 degrees celcius then pass phosphene gas over top of it, which is explosive and toxic by the way, under very low pressure.
Do you know which machine is used to that process?
how to fabricate graphene ink ?
for screen printed electrodes ?
What is lattice structure?
s. Reply
of graphene you mean?
or in general
in general
Graphene has a hexagonal structure
On having this app for quite a bit time, Haven't realised there's a chat room in it.
how did you get the value of 2000N.What calculations are needed to arrive at it
Smarajit Reply
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