Identify which tasks can be billed to the client. Client Description of Services

Question

Identify which tasks can be billed to the client.

   Client   Description of Services
1.   Mary Jones   Prepare draft of e-mail to client regarding date of hearing.
2.   Fred Smith   Prepare draft of Deed of Trust, Promissory Note, Addendum to Deed of Trust, and letter to Title Company for flat fee real estate case.
3.   PanAm Fruit & Vegetables   Prepare draft of letter to Mr. Miller.
4.   Dog Sitters Co.   Deposit retainer check in Trust account at Friendly Bank.
5.   Fred Smith   Prepare revision of real estate transfer papers.
6.   Karl Clark   Witness Interview: Jennifer Miller
7.   David Kirscher   Prepare draft of Order Granting Hearing on Summary Judgment.
8.   Karl Clark   Prepare medical chronology
9.   Fred Smith   Prepare final revision of real estate transfer papers.
10.   Gold East, Inc.   Organize client file and index documents.

Explanation / Answer

Following tasks can be billed to the client:

2.Prepare draft of Deed of Trust, Promissory Note, Addendum to Deed of Trust, and letter to Title Company for flat fee real estate case.

3. Prepare draft of letter to Mr. Miller.

5.Prepare revision of real estate transfer papers.

7.Prepare draft of Order Granting Hearing on Summary Judgment.

9. Prepare final revision of real estate transfer papers.

Because above task offer value to clients which can be justifiably charged.

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