A3Round (ordr fm purchase price * ordr fm tax rate,2)
ordr fm other chargeB
ordr fm totalB
A_ordr fm purchase price + ordr fm shipping handling + ordr fm sales tax + ordr fm other charge
ordr fm type of paymentB
Aicash
check
money order
American Express
Discover
Mastercard
Other Credit Card
Other
payment enclosed
ordr fm credit card account noB
CA#ordr fm credit card expiration dateB
DA!ordr fm ship to name if differentB
ordr fm street if differentB
ordr fm city if differentB
ordr fm state if differentB
ordr fm zip if differentB
ordr fm type of computerB
classic
classic II
performa 200
LC II
performa 400
performa 600
quadra 700
quadra 900
quadra 950
powerbook 100
powerbook 140
powerbook 145
powerbook 160
powerbook 170
powerbookB< 180
duo dock 210
duo dock 230
Macintosh plus
SE/30
other
ordr fm type of monitorB
ordr fm type of printerB
ordr fm type of disk neededB
AGSingle Sided (SS) 400K
Double Sided (DD) 800K
High Density (HD) 1.4 meg
ordr fm date of first inquiryB
ordr fm date demo disk sentB
ordr fm date order placedB
ordr fm date upgrade orderedB
ordr fm date sent 2B
ordr fm date sent 3B
ordr fm date sent 4B
ordr fm date upgrade sent 5B
ordr fm order sentB
ordr fm on line subscriberB
A3America On Line
Genie
Compuserve
Other
unknown
ordr fm bankrutpcy mac statusB
AFgeneral
inquiry
used demo
user returned
dealer/reseller
unknown
marital statusB
A/married
single
divorced
separated
widow
widower
date of marriageB
place of marriageB
client sht dateB
clt incomeB
clt gross annualB
clt gross monthlyB
clt gross weeklyB
clt gross hourlyB
clt net annualB
clt net monthlyB
clt net weeklyB
clt net hourlyB
clt sht class of caseB
clt sht type of caseB
clt sht status of caseB
closed
clt children nameB
clt children ageB
clt children dobB
clt children ssnB
clt children addressB
clt children phoneB
opp party counselB
clt pr rcrd dateB
clt pr rcrd chargeB
clt pr rcrd courtB
clt pr rcrd classB
ANag fel 1
ag fel 2
ag fel 3
fel 1
fel 2
fel 3
fel 4
misd 1
misd2
misd3
misd4
clt pr rcrd sentenceB
clt pr rcrd attorneyB
clt educationB
clt militaryB
clt membershipB
clt past employmentB
clt children designationB
opp party last nameB
opp party first nameB
opp party miB
opp party H streetB
opp party H cityB
opp party H stB
opp party H zipB
opp party H phoneB
opp party w phoneB
opp party caB
opp party dobB
opp party ssnB
opp party marital statusB
opp party date marriageB
opp party employerB
opp party w streetB
opp party w cityB
opp party w stB
opp party w zipB
opp party incomeB
opp party gross annualB
opp party gross monthlyB
opp party gross weeklyB
opp party gross hourlyB
opp party net annualB
opp party net monthlyB
opp party net weeklyB
opp party net hourlyB
opp party positionB
opp party marriage placeB
ordr fm software versionB
AEFileMaker II
FileMaker Pro
FileMaker Pro 2
Other
unknown
does not own
ordr fm tax rateB
case inf date time of incB
case inf witn nameB
case inf witn addressB
case inf witn phoneB
case inf witn involvement
case inf locate county city stB
case inf clt say doB
case inf clt statementB
case inf oth person statementB
case inf did police investigateB
case inf desc client injuriesB
case inf clt have cpy of stmtB
A!case inf arrested citation issuedB
A!case inf illustration of IncidentB
billg stmt one dateB
billg stmt one numberB
billg stmt one descB
billg stmt one chargeB
billg stmt one paymentB
billg stmt one balanceB
bllg stmt one total allB
Sum (billg stmt one balance)
bllg stmt one total chargeB
Sum (billg stmt one charge)
bllg stmt one total paymtB
Sum (billg stmt one payment)
time rec dateB
time rec prof svc codeB
A\AP
Other
time rec descriptionB
time rec rateB
00.00
30.00
40.00
50.00
60.00
65.00
70.00
75.00
80.00
85.00
90.00
95.00
100.00
105.00
110.00
115.00
120.00
125.00
hourly
flat fee
contingency
value added
expense
other
60.00
time rec timeB
time rec amountB
time rec rate * time rec time
time rec time totalB
Sum (time rec time)
time rec amount totalB
Sum (time rec amount)
bllg stmt two dateB
bllg stmt two numberB
bllg stmt two descB
bllg stmt two purchB
bllg stmt two pymntB
bllg stmt two balanceB
time rec testB
ABIf (time rec rate
.01, time rec rate, time rec non time amount)
time rec non time amountB
ordr fm registration statusB
other
bllg stmt two total purchaseB
Sum (bllg stmt two purch)
bllg stmt two total paymentB
Sum (bllg stmt two pymnt)
county of residenceB
opp party county of residenceB
opp party counsel phone noB
case inf real evid descriptionB
case inf real evid locationB
:A#case inf real evid relation to caseB
oth party2 counselB
oth party2 counsel phoneB
case inf courtB
oth party2 last nameB
oth party2 first nameB
oth party2 miB
oth party2 h streetB
oth party2 h cityB
oth party2 h zipB
oth party2 h phoneB
oth party2 w phoneB
oth party2 caB
oth party2 dobB
oth party2 ssnB
oth party2 companyB
oth party2 w addressB
oth party2 w cityB
oth party2 w stateB
oth party2 w zipB
oth party2 commentB
oth party2 h stateB
oth party2 h countyB
track cr open caseB
ALclient card
contract
billing form
continuance
affidavit-indigent
data entry
track cr code sectionB
letter textB
track cr plea not guiltyB
track cr plea n g r iB
track cr plea no contestB
track cr plea guiltyB
track cr plea double jeopardyB
track cr degree of offenseB
A,Ag F1
Ag F2
Ag F3
track cr incidentB
track cr arrest summonsB
track cr jailB
track cr IIB
track cr IAWCB
track cr Prel HrgB
track cr ArgnmtB
track cr PT Mtns DueB
track cr bond statusB
track cr NEB
track cr BPB
track cr DiscoveryB
track cr Mtn SpprssB
track cr JDB
track cr Pros Disc RqstB
track cr other pleading etcB
track cr time beginB
track cr timeB
track cr time CopyB
track cr time Copy2B
track cr time Copy3B
track cr time Copy4B
track cr trckng nt dateB
track cr act pscB
A\AP
Other
track cr trckng notesB
track cr amount timeB
track cr trckng nt date 1B
case inf court addressB
case inf court cityB
case inf court stateB
case inf court zipB
case inf court countyB
case inf court phoneB
case inf court clerk faxB
case inf court judgeB
case inf court clerk addressB
case inf court clerk phoneB
case inf court clerk cityB
case inf court clerk stateB
case inf court clerk zipB
case inf court clerk nameB
case inf court clerk countyB
addtnl evid sht narrativeB
track cr trckng nt date pg2B
track cr act psc pg2B
A\AP
Other
track cr trckng notes pg2B
track cr amount time pg 2B
track cv type of actionB
track cv incidentB
track cv demandB
track cv otherB
track cv cmplt filedB
track cv cmplt jdB
track cv answerB
track cv interrB
track cv depoB
track cv admissionB
track cv other2B
track cv beginB
track cv other3B
track cv p trialB
track cv p trial2B
track cv other4B
track cv trckng nt dateB
track cv act pscB
A\AP
Other
track cv trckng notesB
track cv amt timeB
track cv offerB
track cv open caseB
AMclient card
contract
billing form
continuance
affidavit-indigent
data entry
track cv trckng nt date 1B
track cv trckng nt date pg2B
track cv act psc pg 2B
A\AP
Other
track cv trckng notes pg2B
track cv amt time pg2B
bllg stmt two date pg2B
bllg stmt two number pg2B
bllg stmt two desc pg 2B
bllg stmt two purch pg2B
bllg stmt two pymnt pg2B
bllg stmt two balance pg2B
bllg stmt two purch pg2 totalB
Sum (bllg stmt two purch pg2)
bllg stmt two pymnt pg2 totalB
Sum (bllg stmt two pymnt pg2)
time rec rate pg 2B
00.00
60.00
65.00
70.00
75.00
80.00
85.00
90.00
95.00
100.00
105.00
110.00
115.00
120.00
125.00
hourly
flat fee
contingency
value added
expense
other
contractB
oth party3 counselB
oth party3 counsel phoneB
oth party3 last nameB
oth party3 first nameB
oth party3 miB
oth party3 h streetB
oth party3 h cityB
oth party3 h stateB
oth party3 h zipB
oth party3 h phoneB
oth party3 w phoneB
oth party3 caB
oth party3 dobB
oth party3 ssnB
oth party3 companyB
oth party3 w addressB
oth party3 w cityB
oth party3 w stateB
oth party3 w zipB
oth party3 commentB
oth party3 h countyB
oth party4 counselB
oth party4 counsel phoneB
oth party4 last nameB
oth party4 first nameB
oth party4 miB
oth party4 h streetB
oth party4 h cityB
oth party4 h stateB
oth party4 h zipB
oth party4 h phoneB
oth party4 w phoneB
oth party4 caB
oth party4 dobB
oth party4 ssnB
oth party4 companyB
oth party4 w addressB
oth party4 w cityB
oth party4 w stateB
oth party4 w zipB
oth party4 commentB
oth party4 h countyB
oth party5 counselB
oth party5 counsel phoneB
oth party5 last nameB
oth party5 first nameB
oth party5 miB
oth party5 h streetB
oth party5 h cityB
oth party5 h stateB
oth party5 h zipB
oth party5 h phoneB
oth party5 w phoneB
oth party5 caB
oth party5 dobB
oth party5 ssnB
oth party5 companyB
oth party5 w cityB
oth party5 w addressB
oth party5 w stateB
oth party5 w zipB
oth party5 commentB
oth party5 h countyB
law office attorney contractB
Clayton P. Osting
billg stmt one bal fwdB
billg stmt two bal fwdB
ordr fm credit card processedB
ordr fm credit card auth noB
Business-fax numbers
A+Business-name & business info-2 columns (2)
system-phone and address list
"A!system-name and work & home phone
system-duplicate check
A$system-name and phone #s - 3 columns
A#system-name and phone#s - 2 columns
Sale-customer registry
Business-contact registry
Client-data sheet
Introduction
Client-time record
Client-other parties
Client-case information sheet
Client-tracking sheet-criminal
Client-tracking sheet-civil
Client-letter
A#Client-additional information sheet
Client-billing statement
Client-contract
Business-fax numbersB
Fax #
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
A+Business-name & business info-2 columns (2)B
Page ##
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
system-phone and address listB
Yesfb
Yesfb
Street Address
Zip Code
Phone Number
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
"A!system-name and work & home phoneB
Yesfb
Yesfb
H Telephone Number
W Telephone Number
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
system-duplicate checkB
type of case
ENTRY DATE
CLASS
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
*A$system-name and phone #s - 3 columnsB
Yesfb
Yesfb
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
,A#system-name and phone#s - 2 columnsB
Yesfb
Yesfb
Work Number
Home Number
Work Number
Home Number
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Sale-customer registryB
Yesfb
Yesfb
Yesfb
E Last Name
First
W Street
W City
W Zip
W Tel #
W Ext
entry date
Company
class
Comment
E mod. date
Fax #
purch price
shipping
E sales tax
other charge
total
type of paymt
card acct #
card exp date
ship to (if different)
street
type-computer
type-monitor
type-printer
type of disk
E inquiry 1
E demo sent
order date
upgrade order
E inquiry 2
E inquiry 3
E inquiry 4
upgrade sent
order sent
bb service
software status
record number
software ver.
TAX RATE
Comment
registration status
A Law Office
Clayton P. Osting
E=427 S. ADAMS STREET
DELPHOS, OHIO 45833
PHONE (419) 695-8480
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
credit card processed
credit card auth #
Business-contact registryB
Yesfb
Yesfb
Yesfb
Yesfb
Fax #
Modem #
Position
Company Name
Division/Dept
W Street
W City, St, Zip
E W Phone #
E Last Name
First Name
M. I.
Class
H Street
H City, St, Zip
H Phone No.
Record #
COMMENT
Entry Date
E Mod. Date
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
Client-data sheetB
Yesfb
Yesfb
Yesfb
Yesfb
Yesfb
Client Data Sheet
Attorney
entry date-
Office File #
interviewer
Client
E LAST NAME
FIRST
H Street Address
H City
H Zip
H PHONE
Position
E W Address
W PHONE
BRIEF DESCRIPTION OF THE CASE
E :: // Page ## Record @@
modification date-
Other Party
marital status
date of marriage
place of marriage
COMPANY
INCOME
E GROSS PAY
NET PAY
ANNUAL
MONTHLY
WEEKLY
HOURLY
W City
W Zip
classification
type of case
status of case
Family Information: List name(s) of spouse (if not entered above), and all children. Use
for Spouse. Use
if both husband
s and wife
s children. Use
to denote husband
s children,
for wife
B0s. Use
beside the name of adopted children.
E2ADDRESS - INCLUDE STREET, CITY, STATE AND ZIP CODE
PHONE
Counsel
CHARGE
CLASS
COURT
SENTENCE
ATTORNEY
E EDUCATION
MILITARY
E(MEMBER of union or business, civic, etc.
PAST EMPLOYMENT
E LAST NAME
FIRST
H Street Address
H City
H Zip
H PHONE
Position
E W Address
W PHONE
marital status
date of marriage
place of marriage
COMPANY
INCOME
E GROSS PAY
NET PAY
ANNUAL
MONTHLY
WEEKLY
HOURLY
W City
W Zip
CRIMINAL/TRAFFIC RECORD
CASE NUMBER
date this form completed
COUNTY/PARISH
COUNTY/PARISH
PHONE
class-
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
IntroductionB
E'Legal File Management for the Macintosh
This database is designed as a single depository for all persons, corporations, etc., that a law office will come in contact with. Each class (e.g., clients, business to business contacts, personal contacts,B
professionals, etc.) is represented by a separate template. Each template has a face or registry sheet(s) for that class. Using the find function, the data can be accessed and easily scanned for just that cl
This database has five areas - clients, business, professional, personal, and other. Only two registry sheets are provided
A set of client sheet and business to business contact sheets. Others may be adD
ded as the need of your particular business grows.
Some additional layouts are provided, but these are purely procedural layouts designed for duplicate checks, etc. They will not substantively assist you in y
EKour database applications.
Click bleow on the appropriate button to begin.
BEWARE ! ! ! THIS SET OF TEMPLATES IS THE COPYRIGHTED WORK OF CLAYTON P. OSTING, ATTORNEY AT LAW. ANY UNAUTHORIZED USAGE OF THIS IS STRICTLY PROHIBITED. NO ONE MAY CONVEY, SELL, GIFT OR OTHERWISE TRANSFER T
HIS PROGRAM WITHOUt PRIOR WRITTEN APPROVAL OF THE AUTHOR. THE FORM, LAYOUTS, FORMAT, FIELD DEFINITIONS; AND LOOK AND FEEL (APPROACH TO DATA) IS COPYRIGHT OF THE AUTHOR.
MacLawyer
version 2.9.1
BUSINESS
SYSTEM
CLIENT
You may not use these templates or any part of them without first reading information BELOW. You must read it in its entirety and you must agree with it. If you do not agree with this narrative, do not use tBxhese layouts or any portion of them. Simply return the product to the author and your purchase price will be refunded.
EVInstructions or notes specific to any layout are to the immediate right of the layout.
This template and all of its layouts and all its fields represent the work of Clayton P. Osting operating under the names Clayton P. Osting. Any use, without prior written authorization, is forbidden.
All potBvential users are on notice that this work has copyright protection, trade name protection and registration protection.
EHAll software and notes and any manual
Copyright Clayton P. Osting 1993
All rights reserved. Except where otherwise provided in the text of this publication and except as provided by law, no portion of this publication may be reproduced, copied, or transmitted in any form without
the written permission of the author or the publisher. No copyrights is claimed in any statues, rules or official forms in this program.
Clayton P. Osting SOFTWARE LICENSE AGREEMENT
MacLawyer for Attorney or Other Use
I. INTRODUCTION
This is a software lice
nse agreement between Clayton P. Osting and the purchaser (you) for the use of the MacLawyer computer program (Program) and accompanying manual, if any. By using this package (containing the Program and manual,C
if any) you indicate acceptance of all terms of this agreement. If you do not agree to all the terms and conditions herein, DO NOT USE this package, but instead immediately return it to Clayton P. Osting or an
authorized distributor for a refund.
II. GRANT OF LICENSE
In consideration of payment of the license fee, which is a part of the price you paid for the product, Clayton P. Osting, as Licensor, grantsE
to you, the Licensee, the right to use the enclosed Program to help produce client forms, petitions, and other documents for your clients, subject to the terms and restrictions set forth in this license agreem
III. COPY, USE AND TRANSFER RESTRICTIONS
The Program and its documentation are copyright protected. You may make copies of the Program for use in preparing your client files (for example, storing G
client data and making backup copies). However, you may only use the Program on a single computer (this restriction does not apply to attorneys who take work home and use a second computer at home). You may not
transfer the Program from one computer to another over a network, unless working exclusively with FileMaker Pro Applications. You may not give, sell or otherwise distribute copies of the Program to third partiI
es. Educational institutions, such as law schools, may use a copy of the Program, purchased from Clayton P. Osting, in conjunction with courses of instruction. The educational institutions may not distribute
copies of the Program to their students.
IV. DISCLAIMER OF WARRANTY AND LIMITED WARRANTY
This Program and accompanying manual are sold "AS IS", without warranty as to their performance or to the resultK
s that may be obtained by using the Program. The entire risk as to the quality and performance of the Program is assumed by you. In particular, you, not Clayton P. Osting, are responsible for assuring the valid
ity of any client data sheets and other documents produced with the Program and for assuring that the forms and other documents accurately reflects your client's wishes.
However, to the original purchaser M
only, Clayton P. Osting warrants that the magnetic diskette on which the Program is recorded shall be free from defects in material and workmanship under normal use and service for a period of ninety (90) days
from the date of purchase. If a defect in the diskette occurs during this period, the diskette may be returned to Clayton P. Osting or an authorized distributor, and Clayton P. Osting will replace the diskette O
free of charge, provided you have previously returned the enclosed registration card to Clayton P. Osting, see below. Your sole and exclusive remedy in the event of a defect is expressly limited to replacement
of the diskette as provided above.
Except as specifically provided in this agreement, there are no other warranties of merchantability or fitness for any particular purpose. No representation or other affiQ
rmation of fact by anyone shall be or shall be deemed to be a warranty by Clayton P. Osting or anyone else who has been involved in the creation, production or delivery or marketing of this Program.
Neithe
r Clayton P. Osting nor anyone else who has been involved in the creation, production or delivery or marketing of this Program shall be liable for any direct incidental or consequential damages, such as, but noS
t limited to, loss of anticipated profits or benefits resulting from the use of the Program or rising out of any breach of any warranty. Some states do not allow the exclusion or limitation of direct incidental
or consequential damages, so the above limitation may not apply to you. The purchaser assumes full responsibility for knowledge of all Macintosh Systems, hardware, and peripherals, and further, purchase assuU
mes full responsibility for knowledge of any and all software required, including but not limited to, FileMaker Pro
. The purchaser also assumes all responsibility for compatibility and agrees that Clayton P.
Osting does not warrant any compatibility of this Program with any other init, da, font, application, program or other software of any type.
V. MISCELLANEOUS
Term. The license is effective until terminW
ated. You may terminate it at any time by destroying the Program and documentation together with all copies, modifications and merged portions in any form.
Entire Agreement. Your opening of this package, y
our use of the Program, or your signature on the registration card acknowledge that you have read this agreement and understand it and agree to be bound by its terms and conditions. You further agree that it isY
the complete and exclusive statement of the agreement between you and Clayton P. Osting which supersedes any other communications between you and Clayton P. Osting relating to the subject matter of this agreem
Z(ent.
Clayton P. Osting LICENSE AGREEMENT
E#REGISTRATION CARD #IND Data 287-42
Returning this registration card validates your warranty. No technical support is provided for MacLawyer
. It is presumed that purchasers will have a working knowledge of Filemaker Pro, and , therefore, will B>be able to make any corrections necessary to suit their needs.
Name ________________________________
Company _____________________________
Address ______________________________
______________________________
_____________________________B
Phone __(_____)_______________________
Type of Macintosh ______________________
Hard Disk Size(s) _______________________
Memory Size __________________________
Peripherals in use ______________________
C7 ______________________
How did you learn about Bankruptcy Mac_________________
Where did you purchase Bankruptcy Mac ________________
Comments or suggestions ____________________________
EjPlease print this card, complete it, and mail to Clayton P. Osting, 427 S. Adams St., Delphos, Ohio 45833
Client-time recordB
DETAILED TIME/EXPENSE REPORT
CLIENT
CASE NAME
DESCRIPTION
AMOUNT
PROFESSIONAL SERVICES
CODES
AP - Appointment
BP - Bill of Part
Br - Briefing
CC - Case Cost
Co - Conference
Dm - Demand Ltr
Ex - Expense
Fi - Filing
Hg - Hearing
Is - Instruction
II - Initial Interview
In - Investigation
JD - Jury De
JT - Jury Trial
Le - letter
LL - Long Letter
Mt - Motion
MS - Motion to Supp
NA - Appearance
NE - Notice of Evid
NB - Non-billable
PT - Pre-Trial
Rs - Research
Rq - Request
Se -Seminar
TC - Phone Conf
Tr C,- Bench Trial
Tv - Travel
Wr - Writing
Other
TIME CONVERSION
6 minutes = 0.1
12 minutes = 0.2
15 minutes = 0.25
18 minutes = 0.3
24 minutes = 0.4
30 minutes = 0.5
36 minutes = 0.6
45 minutes = 0.75
48 minutes = 0.8
54 minutes = 0.9
60 minutes = 1.0
DETAILED TIME USAGE
class-
E ACT./
TOTAL
CLIENT
CASE NAME
DESCRIPTION
AMOUNT
DETAILED TIME/EXPENSE REPORT
PROFESSIONAL SERVICES
CODES
AP - Appointment
BP - Bill of Part
Br - Briefing
CC - Case Cost
Co - Conference
Dm - Demand Ltr
Ex - Expense
Fi - Filing
Hg - Hearing
Is - Instruction
II - Initial Interview
In - Investigation
JD - Jury De
JT - Jury Trial
Le - letter
LL - Long Letter
Mt - Motion
MS - Motion to Supp
NA - Appearance
NE - Notice of Evid
NB - Non-billable
PT - Pre-Trial
Rs - Research
Rq - Request
Se -Seminar
TC - Phone Conf
Tr C,- Bench Trial
Tv - Travel
Wr - Writing
Other
TIME CONVERSION
6 minutes = 0.1
12 minutes = 0.2
15 minutes = 0.25
18 minutes = 0.3
24 minutes = 0.4
30 minutes = 0.5
36 minutes = 0.6
45 minutes = 0.75
48 minutes = 0.8
54 minutes = 0.9
60 minutes = 1.0
DETAILED TIME USAGE
E ACT./
TOTAL
E Law Office
Clayton P. Osting
E=427 S. ADAMS STREET
DELPHOS, OHIO 45833
PHONE (419) 695-8480
E Law Office
Clayton P. Osting
E=427 S. ADAMS STREET
DELPHOS, OHIO 45833
PHONE (419) 695-8480
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
All entries are to be made
manually. These are not calculation fields.
Calculation fields will be included in future releases.
All calculations (time x rate = amount) must be done manually and then entered into the field.
Client-other partiesB
Yesfb
Other Party 2
E LAST NAME
FIRST
H Street Address
H City
H Zip
H PHONE
E W Address
W PHONE
Other Party 3
COMPANY
COMMENT
W City
W Zip
classification
type of case
Counsel
E LAST NAME
FIRST
H Street Address
H City
H Zip
H PHONE
E W Address
W PHONE
COMPANY
COMMENT
W City
W Zip
OTHER PARTIES
Other Party 4
E LAST NAME
FIRST
H Street Address
H City
H Zip
H PHONE
E W Address
W PHONE
Other Party 5
COMPANY
COMMENT
W City
W Zip
Counsel
E LAST NAME
FIRST
H Street Address
H City
H Zip
H PHONE
E W Address
W PHONE
COMPANY
COMMENT
W City
W Zip
BRIEF DESCRIPTION OF THE CASE
Counsel
Counsel
PHONE
PHONE
PHONE
PHONE
COUNTY/PARISH
Office File #
CASE NUMBER
E CASE NAME
COURT
COUNTY/PARISH
COUNTY/PARISH
COUNTY/PARISH
class-
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Client-case information sheetB
Yesfb
Office File #
CASE NUMBER
CASE INFORMATION
A WHO- PARTIES INVOLVED, WITNESSES
ADDRESS
PHONE #
DESCRIBE PERSONS INVOLVEMENT
A WHEN - DATE AND TIME OF INCIDENT
A2WHERE - STREET, if known, COUNTY, CITY STATE, ETC.
WHAT DID CLIENT SAY OR DO
E-DID CLIENT GIVE STATEMENT? - To whom and when
E9DID ANY OTHER PERSON GIVE A STATEMENT? - To whom and when
E%DOES CLIENT HAVE A COPY OF STATEMENT?
E;DID POLICE INVESTIGATE? - State, Sheriff, or City, and When
E6WAS ANYONE ARRESTED OR ISSUED A CITATION? - If so, who
EHDESCRIPTION OF CLIENT
S CONDITION, INJURIES OR OTHER SIGNIFICANT FACTORS
E CASE NAME
WHAT- REAL EVIDENCE
description
location
Relation to case
class-
COURT
JUDGE
STREET
STATE
PHONE
COUNTY
COUNTY
PHONE
STREET
CLERK
STATE
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Client-tracking sheet-criminalB
Yesfb
Yesfb
class-
TRACKING NOTES
CASE TRACKING SHEET - criminal
Office File #
CASE#
E CASE NAME
CHARGE
SECTION
DEGREE
PLEA:
BOND
STATUS
E ACT./
E AMT/
INCIDENT
ARREST/SUMMONS
PREL HRG
ARGMT
PT MTNS DUE
NE Rqst
BP Rqst
E Disc Rqst
E Mtn Spprs
Pros Disc Rqst
Other
TIME:
BEGIN
OTHER
PRE-TRIAL
OTHER
OTHER
OTHER
Page 1
status of case
Office File #
CASE NUMBER
OE CASE NAME
A(CASE TRACKING SHEET
criminal - continued
TRACKING NOTES
E ACT./
E AMT/
Page 2
CASE#
CHARGE
SECTION
DEGREE
PLEA:
BRIEF DESCRIPTION OF THE CASE
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Code (Plea)
NG = Not Guilty
NGRI = Not Guilty by Reason of Insanity
NC = No Contest (Nolo Contendre)
G = Guilty
DJ = Double Jeopardy
Code (Events)
INCIDENT = the incident that gave rise to the arrest, detentioB
n, stop or inquiry by law enforcement officials
II = Initial Interview date with attorney
IAWC = Initial Appearance with Counsel
PREL HRG = Preliminary Hearing
ARGMT = Arraignment
PT MTNS DUE = Pre-Trial Motion
s due date (usually 35 days after arraignment).
Code (Filings and Motions)
NE = Request for Notice of Evidence to be used by Prosecution in Case in Chief
BP = Bill of Particulars
Disc Rqst = Request for DiscoDfvery
Mtn Spprs = Motion to Suppress
JD = Jury Demand
Pros Disc Rqst = Prosecutor
s Discovery Request
Please note next to Tracking Notes that there are six check boxes.
Client Card refers to the layout Business - contact registry or other manual rolodex
you use in your office. Please make sure that for each B
client a Business - contact registry record is completed. This is similar to your rolodex
Contract is a checkbox to remind the office staff to be sure that a contract is signed by every client.
Billing F
orm is a check box to remind you to complete a billing form for your client. If you use the layout Client - billing statement, this will be done automatically.
Continuance is a check box to remind you to explaD
in what a continuance is to your client and the circumstance(s) under which one may be required. In Ohio the Rules of Superintendence for Common Pleas Courts require that all Motions for Continuance be signed
by the client.
Affidavit-indigent checkbox is to remind office staff that in any court appointed case (criminal) to be sure an appropriate affidavit is signed by the client. In a civil case (divorce, etc.,) aF
n appropriate affidavit will be need to be signed by the client in order to waive any court fees, etc.)
Data Entry checkbox is checked when all initial data entry in these layouts is completed.
Client-tracking sheet-civilB
Yesfb
Yesfb
class-
Office File #
CASE #
E CASE NAME
CASE TRACKING SHEET - civil
TRACKING NOTES
E ACT./
E AMT/
Page 1
Office File #
CASE NUMBER
E CASE NAME
A%CASE TRACKING SHEET
civil - continued
TRACKING NOTES
E ACT./
E AMT/
Page 2
TYPE OF ACTION
INCIDENT/CA
DEMAND Rqst Amt
COMPLT FILED
ANSWER
INTERR Rqst Resp
DEPO Sched Conducted
ADM Rqst Resp
OTHER
BEGIN
OTHER
P TRIAL
P TRIAL
OTHER
E#OFFER Rqst Amt
OPPOSING Counsel
CASE #
TYPE OF ACTION
INCIDENT/CA
DEMAND Rqst Amt
E#OFFER Rqst Amt
BRIEF DESCRIPTION OF THE CASE
OPPOSING
Counsel
TELEPHONE
Page 1
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Please note next to Tracking Notes that there are six check boxes.
Client Card refers to the layout Business - contact registry. Please make sure that for each client a Business - contact registry record is cB
ompleted. This is similar to your rolodex
Contract is a checkbox to remind the office staff to be sure that a contract is signed by every client.
Billing Form is a check box to remind you to complete a b
illing form for your client. If you use the layout Client - billing statement, this will be done automatically.
Continuance is a check box to remind you to explain what a continuance is to your client and the D
circumstance(s) under which one may be required. In Ohio the Rules of Superintendence for Common Pleas Courts require that all Motions for Continuance be signed by the client.
Affidavit-indigent checkbox is t
o remind office staff that in any court appointed case (criminal) to be sure an appropriate affidavit is signed by the client. In a civil case (divorce, etc.,) an appropriate affidavit will be need to be signeF
d by the client in order to waive any court fees, etc.)
Data Entry checkbox is checked when all initial data entry in these layouts is completed.
Client-letterB
class-
CLAYTON P. OSTING
E=427 S. ADAMS STREET
DELPHOS, OHIO 45833
PHONE (419) 695-8480
Attorney at Law
E?TO USE THIS LAYOUT SIMPLY REPLACE THE LETTERHEAD WITH YOUR OWN.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Approximate end of page. Ignore page breaks in FileMaker Pro 2 when you use a Title Header. Title Headers scew the page break marker and page breaks as represented by FileMaker Pro 2 are no longer valid.
BA#Client-additional information sheetB
Yesfb
class-
EeInsert here any additional evidence or comment(s) about the case thatcould not be included elsewhere.
Office File #
CASE NUMBER
E CASE NAME
ADDITIONAL INFORMATION SHEET
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
Client-billing statementB
Yesfb
Yesfb
Yesfb
Yesfb
S T A T E M E N T
A Law Office
Clayton P. Osting
NUMBER
DESCRIPTION
PURCHASE OR CHG
PAYMENT OR CR
BALANCE
E LAST NAME
FIRST
Street
H PHONE
W PHONE
class-
S T A T E M E N T
A Law Office
Clayton P. Osting
NUMBER
DESCRIPTION
PURCHASE OR CHG
PAYMENT OR CR
BALANCE
E LAST NAME
FIRST
Street
H PHONE
W PHONE
TERMS: NET 30 DAYS
A FINANCE CHARGE IS COMPUTED ON A PERIODIC RATE OF 1% PER MONTH WHICH IS AN ANNUAL PERCENTAGE RATE OF 12% ON ANY PREVIOUS BALANCE NOT PAID WITHIN TERMS AS SET ABOVE. MINIMUM DEBT SERVICE CHARGE IS $2.00.
E1LAST AMOUNT SHOWN ABOVE ARROW IS YOUR NEW BALANCE
Page 2
TERMS: NET 30 DAYS
A FINANCE CHARGE IS COMPUTED ON A PERIODIC RATE OF 1% PER MONTH WHICH IS AN ANNUAL PERCENTAGE RATE OF 12% ON ANY PREVIOUS BALANCE NOT PAID WITHIN TERMS AS SET ABOVE. MINIMUM DEBT SERVICE CHARGE IS $2.00.
E1LAST AMOUNT SHOWN ABOVE ARROW IS YOUR NEW BALANCE
Page 1
JE=427 S. ADAMS STREET
DELPHOS, OHIO 45833
PHONE (419) 695-8480
E=427 S. ADAMS STREET
DELPHOS, OHIO 45833
PHONE (419) 695-8480
1993 Clayton P. Osting. All rights reserved. Printed in the United States of America.
client data
parties
case info
other info
criminal track
civil track
billing
contract
letter
business contact
business fax #
business info
E duplicate
E sale info
All entries are to be made
manually. These are not calculation fields.
Calculation fields will be included in future releases.
All calculations (purchase - payment = balance) must be done manually and then enB
tered into the field.
To include a running balance in a repeating field requires a lengthy calculation. Future releases may include such a running balance.
Client-contractB
THIS AGREEMENT is made by and between _________________________________, hereinafter referred to as CLIENT", and ______________________________________, Attorney at Law, hereinafter referred to as ATTORNEY",B
as follows:
(1) The Client has retained and hereby does retain and employ the attorney to act for and on behalf of the Client in the following matter _________________________________________________________
_______________________
(2) In consideration of the necessary legal services of said Attorney rendered and to be rendered, it is agreed that representation will be paid for as follows: _______________________D
_____________________________________
(2.1) Client agrees to pay to Attorney the sum of $__________________ as retainer and furthermore, until said retainer is paid in full, the Attorney is not obligated to c
ommence any work on behalf of Client. Attorney, at his/her option, may submit periodic billing for service which shall be due and payable upon receipt unless different terms for payment are set by any billing.F
Attorney rate is $_____________ an hour. Paralegal rate is $____________ an hour.
(2.2) The Client acknowledges his/her responsibility as follows: a. to stay in contact with Attorney and not to let mor
e than 20 calendar days pass without initiating contact with Attorneys office to obtain a status report on his/her case; b. at least 10 calendar days before any deposition, hearing, final hearing, trial or jurH
y trial the Client shall contact the Attorney in person (not by phone or through any third party), on a one to one basis, to make any final preparation for the deposition, hearing, final hearing, trial or jury
trial.
(3) It is expressly agreed and understood that Attorney is not required to advance any costs. If the Attorney should agree to advance costs, Client hereby assumes, agrees, and shall, upon request of thJ
e Attorney, pay all expenses and costs (including any long distance telephone charges) incurred relative to this matter and hereby authorizes the Attorney to deduct and pay such expenses an costs from whatever
sum of money as may be received by way of inheritance, settlement, arbitration and/or trial of this claim, but in all events the Client shall be solely responsible for the payment of all expenses and costs incuL
rred herein regardless of the ultimate outcome of this matter, and in no event shall the Attorney be liable for said expenses and costs. Attorney agrees not to advance costs in excess of $100.00 without prior
consent of Client.
(4) A lien is granted and it is agreed that this contract creates a lien, to the extent of the amount set out above, against said claim, case and cause of action, and the proceeds thereof, aN
nd against any judgment secured, and against all moneys or other compensation which may be due and the undersigned hereby expressly assigns to said Attorney of any such moneys which may become due and payable i
n settlement of said claim, or other compensation, or through judgment or otherwise. In addition, the parties acknowledge that the parties may enter into a separate agreement which, in addition to any other prP
ovision of this agreement, secures the fees and costs of ATTORNEY.
(5) The Attorney is authorized a to receive and collect any inheritance, settlement, arbitration, and/or final judgment that may be rendered o
n said claim, demand or chose in action, and to satisfy the same on the record of the court. In addition, if this case involves claims by third parties against the client (such as medical service providers whoR
have provided medical care for the client) the attorney has full authority from client to resolve, settle, or otherwise satisfy these claims from any inheritance, settlement, arbitration, and/or final judgment
that may be rendered on said claim, demand or chose in action.
(6) It is agreed that Attorney may refer this case to other Attorneys for consultation or may bring in co-counsel at any time, and said fees are T
then subject to re-negotiation. Attorney is under no obligation to take any appeal from any judgment or order obtained in the case, If an appeal is taken by the other side, the fees set forth above are subject
to re-negotiation. If Attorney should decide to take an appeal from any judgment or order, said fees are subject to re-negotiation. Attorney agrees by this contract to represent Client in the matter of the foreV
going described claim. Work on other matters will be charged separately as agreed by the parties.
(7) Except in case of misconduct, Client agrees not to settle, compromise or litigate said claim, or to retain
any other attorney to handle said claim, without first giving thirty (30) days written notice to Attorney and paying Attorney the costs and fees above specified. Attorney may withdraw at any time upon giving reX
asonable notice to Client.
(8) It is hereby acknowledged that the fee provided for in this agreement is not set by law and is subject to negotiation and has accordingly been agreed upon and further that Clien
t has received a copy of this agreement and his/her signature is evidence of said receipt. The Client further acknowledges that he/she has read this agreement and fully understands it.
Dated this _______ day oZ
f ______________________________________, 19_____.
OR1/7/93 sent BM2.0(3.4)fm1 pw.sea; read me first fm and Bm20; teach text and FMPro1
inquiry
does not own
60.00
1550B
ShirleyC
111 S. Washington St.I
Van WertJ
45833M
1-222-333-4444O
1/7/93P
Law OfficesQ
Punch Press OperatorT
ClientV
1-555-1760X
101 N. MainZ
Delphos[
45833
Unknown
1/1/93
Enter
February
Lease
software developer^
92AD-sc_
osting`
ostinga
10549b
7-3-61c
1/22/93g
999-333-666
married
02/22/85
\ Ottoville
^ left march 91 was making 7.42/hr
Russell Wilhelm
Nicole M. Wilhelm
1/16/62
6/30/85
same as shirley
same as shirley
HS grad ottovilee 1979
Teleflex Inc
1265 Industrial Ave
Van Wert
45891
238-0070
cpo law
cpo law 2
60.00
Allen
Van Wert
Teresa
Thomas
Adams
Street
Washington
Marion
Minneapolis
Operator
Press
Punch
Sales
Secretary
Vases
7.42/hr
Making
March
Works
Ashley
Halliewll
Halliwell
Nicole
Priscilla
Russell
Wilhelm
45891
Filemaker
Ricahrd C
111 S. Washington St.I
Santa FeJ
45833M
1-222-333-4444O
12/28/92P
Law OfficesQ
Attorney at LawT
ProfessionalV
1-555-1766X
101 N. MainZ
Delphos[
software developera
10555e
1/22/93g
999-333-666
60.00
1558G
111 S. Washington St.K
45833M
1-222-333-4444O
12/29/92P
Law OfficesT
ClientV
1-555-1768X
101 N. MainZ
Delphos[
software developera
10557e
1/22/93g
999-333-666
Jeffrey Froelich, Louis & Froelich
Kettering Tower, Suite 1812
Dayton, Ohio 45423-1812
phone 1-513-226-1776
fax 1-513-226-1945
cpo law
cpo law 2
60.00
1559B
RitaC
111 S. Washington St.K
45833M
1-222-333-4444O
12/29/92P
Law OfficesT
ClientV
1-555-1769X
101 N. MainZ
Delphos[
45833]
software developer_
Osting`
Ostinga
10558b
11-6-21c
1/22/93g
999-333-666
widow
cpo law
cpo law 2
60.00
1561G
111 S. Washington St.K
45833
Delphos
45833
45879
Developer
1-222-333-4444O
12/31/92P
Law OfficesT
BusinessV
1-555-1771X
101 N. MainZ
Delphos[
software developera
10560e
1/22/93g
999-333-666
60.00
1565G
111 S. Washington St.K
45833M
1-222-333-4444O
12/30/92P
Law OfficesT
BusinessV
1-555-1775X
101 N. MainZ
Delphos[
software developera
10564e
1/22/93g
999-333-666
1566B
ThomasG
111 S. Washington St.K
45833M
1-222-333-4444O
12/30/92P
Law OfficesT
ClientV
1-555-1776X
101 N. MainZ
Delphos[
software developer
Offices
Attorney
Cemetery
Clerk
General
Judge
Labor
92AD-wkr comp_
osting`
ostinga
10565e
1/22/93g
999-333-666i
87-41370
T. D. Smith
cpo law
cpo law 2
Allen
1569G
111 S. Washington St.I
ColumbusJ
45833M
1-222-333-4444O
1/5/93P
Law OfficesT
BusinessV
1-555-1779X
101 N. MainZ
Delphos[
software developera
10568e
1/22/93g
999-333-666
1572B
DuaneC
111 S. Washington St.I
DelphosJ
45833M
1-222-333-4444O
1/5/93P
Law OfficesQ
coat cemetery vasesT
ClientV
1-555-1782X
101 N. MainZ
Delphos[
45833
software developer^
93CR-dui_
Osting`
Ostinga
10571b
12/21/68c
1/22/93g
999-333-666
Lima City Prosecutor
Lima, Ohio
stop light
no other
delphos mayor
s court
paid fine and costs
graduate-delphos jefferson
1/1/93 3:00 am
cpo law
cpo law 2
!main and fifth St., Delphos, Ohio
Dpolice apparently though he passed out at the wheel on fifth street.
-yes, but very limtied -he refused breath test
unknonw
Delphos PD - dray
was drinking at Eagles and later at top chalet. When he left chalet hepicked uphis car and strated for home (note that homewas in the opposite direction of direction he was travelling.