Ella is serving as receptionist/secretary and paralegal. A client has called to make an appointment with Ella's supervising attorney, George Radcliff. When Ella answered the phone, she used the initial client intake form to get and exchange information with the client. What are Ella's next steps?

What will be an ideal response?


?Schedule an appointment for the caller, logging the same into the office's master calendar 
system and Atty. Radcliff's reminders, including all portable electronic calendars.
?Inform the client of the scope of an initial consultation, and if arranged for in advance by the 
attorney, the set cost of the initial visit (office policy may dictate a different procedure/policy).
?Provide the client with directions to the office, including parking hints and public 
transportation routes (if necessary). 
?Remind the client to bring any served legal papers or correspondence received that relate to this 
matter.
?Confirm the appointment by any means the client suggests, being careful to "red flag" any 
particularly sensitive communications issues.

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