Policies & Practices

We are happy to have the opportunity to provide legal services to you. We will strive to provide the highest quality legal representation, and to work efficiently and cost-effectively, to earn your continued business. This page contains information about our standard client representation policies, practices, and billing procedures.

OUR DUTIES. We will provide those legal services reasonably required to represent you. We will take reasonable steps to keep you informed of progress and to respond to your questions.

YOUR DUTIES. We expect you, as our client, to:

  • be truthful with us,
  • to cooperate,
  • to respond to our questions and requests for information in a timely manner,
  • to keep us informed of any information or developments which may come to your attention,
  • to pay our bills on time, and
  • to keep us advised of your address, e-mail address, and telephone number.

If you fail to perform the duties described above, we have the right to terminate our representation of you upon written notice, which shall include notice by e-mail.

DEPOSIT. We customarily request that our clients prepay all or a portion of their legal fees. We will hold the deposit in our trust account and apply it to each invoice as the work is completed. You will pay any additional balance due upon receipt of our invoice, and also will replenish the deposit in the amount of all payments made to us from the deposit.

At the conclusion of the matter, we will apply any remaining deposit to the final invoice. If the deposit is not sufficient to pay the invoice in full, you will be responsible for any amount due over and above the deposit. We will promptly refund any amount remaining after the final statement is satisfied in full.

COMMUNICATION. We will communicate with clients by email, provided that they have a secure password protected account and agree not to access email on any device belong to their employer or shared with another person. These requirements are necessary to help us maintain attorney-client confidentiality.

PAPERLESS OFFICE. We try to maintain a paperless office. We will keep all client files and documents in digital format only. If you have paper copies or original documents, we will scan your documents and return them to you immediately. 

CLOUD TECHNOLOGY. To enhance the efficiency of our practice, the firm uses a variety of technology, including third party cloud based platforms, to store documents, communicate with clients and other activities. We have exercised due care in selecting vendors whose security and management practices meet or exceed applicable ethics requirements and engage in ongoing monitoring and oversight of their services. You consent to our use of these services to store your files, communicate with you and carry out other necessary tasks related to representation.

COSTS AND OTHER CHARGES.

(a) Miscellaneous expenses. We may incur various costs and expenses in performing legal services for you. You agree to pay for all costs, disbursements and expenses in addition to the fees for legal services. The costs and expenses commonly include fees and filing charges fixed by law or assessed by public agencies, long distance telephone charges, messenger and other delivery fees, postage, photocopying and other reproduction costs, travel costs including parking, mileage, transportation, meals and hotel costs, investigation expenses and consultants’ fees and other similar items. All costs and expenses will be charged at our cost, without markup, and may be deducted from the deposit you have provided to us.

(b) Out of town travel. You agree to pay transportation, meals, lodging and all other costs of any necessary out-of-town travel by our personnel. You will also be charged the hourly rates for the time legal personnel spend travelling.

(c) Consultants and Investigators. To aid in the representation in your matter, it may become necessary to hire consultants or investigators. You will be expected to pay such fees and charges. We will select any consultants or investigators to be hired,and will inform you of persons chosen and their charges.

DISCHARGE AND WITHDRAWAL. You may discharge us at any time, by giving us written notice. We may withdraw with your consent or for good cause, upon written notice. Good cause includes your breach of the obligations described in these policies and practices, refusal to cooperate or to follow our advice on a material matter or any fact or circumstance that would render our continuing representation unlawful or unethical. When our services conclude, all unpaid charges will immediately become due and payable. After services conclude, we will, upon your request, deliver your file and any property in our possession. Please note that we will keep a digital copy of your file for the period of time required by the ethical rules applicable to lawyers.

DISCLAIMER OF GUARANTEE AND ESTIMATES. We make no promise or guarantee about the outcome of any matter in which we are representing you. Any comments about the outcome of our representation are expressions of opinion only.

ARBITRATION. Any dispute between us relating to our representation of you, including, without limitation, claims for breach of contract, professional negligence, breach of fiduciary duty, misrepresentation, fraud and disputes regarding attorney fees and/or costs charged shall be submitted to binding arbitration through the Cincinnati Bar Association, upon the written request of one party after the service of that request on the other party. The cost of the arbitration, excluding legal fees and costs, shall be borne by the losing party or in such proportion as the arbitrator shall decide. The sole and exclusive venue for the arbitration and or any legal dispute shall be Hamilton County, Ohio. By continuing to use us as your attorney, you confirm that you have read and understand this section on Arbitration, and voluntarily agree to binding arbitration. In doing so, you voluntarily give up important constitutional rights to trial by judge or jury, as well as rights to appeal.