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CJA 28B (04/04) Attorney Services Summary Budget Worksheet for Noncapital Representations with the Potential for Extraordinary Cost This summary budget worksheet summarizes anticipated attorney services.
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How to fill out an attorney services summary:

01
Start by gathering all the necessary information: Before filling out the attorney services summary, gather all the relevant details pertaining to the legal services provided. This may include the attorney's name, contact information, case number, and any specific instructions provided.
02
Identify the type of legal services: Next, clearly indicate the type of legal services provided by the attorney. Specify whether it is related to criminal law, civil litigation, family law, personal injury, or any other area of law.
03
Describe the nature of the case or legal matter: Provide a brief description of the case or legal matter for which the attorney services are being utilized. Include key details such as the parties involved, the legal issues at hand, and any specific objectives or goals.
04
Outline the services offered: Outline the specific services the attorney will be providing in relation to the case or legal matter. This may include activities such as legal research, document preparation, court appearances, negotiations, or any other tasks necessary to successfully handle the case.
05
Indicate the dates and timeline: Specify the dates and timeline for the attorney services. This may include the start and end dates of the representation, important deadlines, and any upcoming court appearances or hearings.
06
Provide fee details: Include information regarding the attorney's fees and payment arrangements. Clearly outline the billing structure, whether it is an hourly rate, contingency fee, flat fee, or any other arrangement. Additionally, mention any retainer or deposit required and specify the due dates for payment.
07
Sign and date the summary: Once all the necessary information has been filled out accurately, sign and date the attorney services summary. This signifies your agreement and acceptance of the terms outlined in the document.

Who needs an attorney services summary?

01
Individuals involved in legal matters: Anyone who requires the services of an attorney to handle their legal matters may need an attorney services summary. This can include individuals involved in personal injury cases, divorce and family law matters, criminal proceedings, or any other legal situation.
02
Businesses and organizations: Businesses and organizations often require the assistance of an attorney to navigate complex legal issues. Whether it is contract law, employment disputes, intellectual property matters, or mergers and acquisitions, an attorney services summary can help outline the legal services provided.
03
Attorneys and law firms: Attorneys and law firms may also use an attorney services summary to document the services they are providing to their clients. This helps establish clear communication and expectations between the attorney and the client, ensuring a smooth and transparent working relationship.
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The attorney services summary is a document that summarizes the legal work performed by an attorney or law firm.
Attorneys or law firms that have provided legal services are required to file the attorney services summary.
The attorney services summary can be filled out by providing details of the legal services performed, clients served, and fees charged.
The purpose of the attorney services summary is to provide a concise overview of the legal work done by an attorney or law firm.
The attorney services summary must include details of legal services provided, clients served, and fees charged.
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