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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

where we get a research paper on Nano chemistry....?
Maira Reply
what are the products of Nano chemistry?
Maira Reply
There are lots of products of nano chemistry... Like nano coatings.....carbon fiber.. And lots of others..
Even nanotechnology is pretty much all about chemistry... Its the chemistry on quantum or atomic level
no nanotechnology is also a part of physics and maths it requires angle formulas and some pressure regarding concepts
Preparation and Applications of Nanomaterial for Drug Delivery
Hafiz Reply
Application of nanotechnology in medicine
what is variations in raman spectra for nanomaterials
Jyoti Reply
I only see partial conversation and what's the question here!
Crow Reply
what about nanotechnology for water purification
RAW Reply
please someone correct me if I'm wrong but I think one can use nanoparticles, specially silver nanoparticles for water treatment.
yes that's correct
I think
Nasa has use it in the 60's, copper as water purification in the moon travel.
nanocopper obvius
what is the stm
Brian Reply
is there industrial application of fullrenes. What is the method to prepare fullrene on large scale.?
industrial application...? mmm I think on the medical side as drug carrier, but you should go deeper on your research, I may be wrong
How we are making nano material?
what is a peer
What is meant by 'nano scale'?
What is STMs full form?
scanning tunneling microscope
how nano science is used for hydrophobicity
Do u think that Graphene and Fullrene fiber can be used to make Air Plane body structure the lightest and strongest. Rafiq
what is differents between GO and RGO?
what is simplest way to understand the applications of nano robots used to detect the cancer affected cell of human body.? How this robot is carried to required site of body cell.? what will be the carrier material and how can be detected that correct delivery of drug is done Rafiq
analytical skills graphene is prepared to kill any type viruses .
Any one who tell me about Preparation and application of Nanomaterial for drug Delivery
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.
how did you get the value of 2000N.What calculations are needed to arrive at it
Smarajit Reply
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