Lawyer Referral Service of Santa Cruz County
Sponsored by Santa Cruz County Bar Association
P.O. Box 1311 • Santa Cruz, CA 95061
Tel: (831) 425-4755 • Fax: (831) 423-6202 • Email: sccbar@sbcglobal.net
I hereby apply for membership in the Lawyer Referral Service ("LRS"), sponsored by the Santa Cruz
County Bar Association and certified by the State Bar of California (#0055) and make the following representations:
1. Contact Information
2. Section A - Panels
I wish to be a member of the following LRS Panels.
I have read the local Rules of the LRS, and I meet or exceed the minumum criteria for membership in each of the Subject Matter Panels to which I am applying, and have signed the Self-Certification of Subject Matter Panels at the end of this form.
SUBJECT MATTER PANELS
(no panel fee)
(one panel fee)
Chapter 7
(one panel fee) (no panel fee) (no panel fee)
(one panel fee)
(one panel fee)
(no panel fee)
(one panel fee)
(one panel fee)
(no panel fee) (no panel fee) (one panel fee) (one panel fee)
(no panel fee)
(one panel fee) (one panel fee)
Loan
, including administrative hearings
(no panel fee) (one panel fee) (one panel fee) (no panel fee)
(If not listed above, specify)
I have signed the Self-Certification of Experience, included hereto as Page 5 of this Application for Membership, as proof of my qualifications for the Subject Matter Panels and/or Arbitration/Mediation.
- or -
B. APPLICATION DECLARATIONS
Consultation Fees: I understand that the only fee charged to the client for the first half hour
consultation shall be $50.00. I understand that I may not waive a
fee for an initial consultation for any reason unless previously arranged with the LRS office. I further
agree to update the client information status on the Community Lawyer website within seven (7) days from the date of the
appointment. If the client status is not updated within the time
frame outlined above, LRS may provide verbal notice (through a phone call to my office) and
written notice (letter, fax, Email) describing a date certain within which
current client information will be provided. I understand and agree that Lawyer Referral Service has the authority
to remove my name from consideration for further referrals if I have not provided client information and applicable percentage fee payments within 30 days without express permission from LRS.
Contracts With Clients: I am free to contract with the client for additional legal services at my
regular rates. I agree to promptly forward 15% Net of all such additional fees to the LRS, within 30 days
of collecting and earning said fees. My written fee agreement with the client will reflect this
arrangement in a form substantially as follows:
"[Client]________________________ was referred to Attorney by the Lawyer Referral Service
of Santa Cruz County. Fifteen percent (15%) of any attorney fees will be forwarded to LRS in accordance
with LRS rules. This feesharing arrangement shall not increase Client's costs for legal services
beyond that which the Client would normally pay."
LRS will provide me with verbal (through a telephone call to my office) and written (letter, fax, Email) notice of the fact that the above described fees have not been submitted
and will provide a date certain as to when those fees should be submitted to LRS. I further
understand and agree that LRS has the authority and right to remove my name from consideration for
further referrals until I have submitted fifteen percent (15% Net) of any additional fees to LRS, as
outlined above, by that date. I will return a 15% Net form or written explanation for each client with any 15% Net fees that are
forwarded to the LRS Office.
Insurance: I certify that I am covered under a policy of errors and omissions insurance in a
minimum amount of $100,000/$300,000 and I AM ATTACHING A COPY OF THE FACE
SHEET OF SAID POLICY. IF MY INSURANCE SHOULD LAPSE OR BE CANCELED
DURING THE TIME I AM A MEMBER OF THE LRS, I SHALL IMMEDIATELY
NOTIFY THE LRS. I understand and agree that having insurance in the above-described amounts
is a prerequisite to receiving any LRS referrals. By accepting an LRS referral, I am warranting that I
continue to maintain an insurance policy in conformity with LRS rules, and that such policy is in
good standing. I further recognize and agree that, if the insurance policy should lapse or be canceled,
I will neither receive nor be entitled to receive any further LRS referrals, and I will neither receive nor
be entitled to receive any refund or relinquishment of any payments I have given or owe the LRS
(whether as an application fee, panel fees, or otherwise).
Arbitration: I agree to abide by all rules and regulations of the Santa Cruz County Lawyer
Referral Service, including submission of any fee dispute arising between me and a client
referred by the Service, if the client so elects, to binding arbitration through the State Bar of California Fee Arbitration Program.
Rescheduling of Appointments: I understand that every attempt should be made by me to
meet with the client per schedule. In the event of an emergency and the need to reschedule, I
further understand that it is my obligation to give the LRS office a minimum of four-hours
notice of any scheduling changes, and failure to do so may result in a review by the LRS
Committee. Also, repeated cancellations or rescheduling of appointments may be cause for
payment of lost referral fees to LRS by my office, and/or removal from LRS membership
panels.
Minimum Qualifications: Participation on all LRS panels is conditioned upon meeting the minimum qualifications or experience levels set forth in this application and Rules. I understand that I may petition for review if my application for a particular panel is denied or if I believe I am otherwise qualified to serve on this panel.
Petitioners should submit: 1) a completed application; 2) declaration(s) in support from one or more attorneys who can explain why the applicant is qualified for the panel and agreeing to serve as a “sponsor” or in a support role during the applicant’s first year; 3) a letter from applicant describing how he or she will work with the sponsoring attorney to meet the needs of the LRS client while maintaining client confidentiality. Petitions will be reviewed on a case by case basis.
Foreign Languages:
Disciplinary Proceedings: been subject to disciplinary
proceedings by the State Bar of California or by any other Bar. If I have, an explanation is
attached.
Application Denial - Refer to Attachment B.5 and Attachment C.
Fee Wavers:
I agree to consult occasionally with clients who have received a Fee Waiver from LRS. Fee wavers are given to a limited number of financially pre-qualified clients each month.
C. FEES: ( *** Mid-year discount shown in shadow box below) JOIN BETWEEN JULY 1, 2021 & DEC. 31, 2021: NON-BAR ASSOCIATION MEMBERS PAY FULL MEMBERSHIP & PANEL FEES (#1 and #3 below)
1.
MEMBERSHIP FEES FOR BAR ASSOC MEMBERS
$200.00
2.
MEMBERSHIP FEES FOR NON-BAR ASSOCIATION MEMBERS
$300.00
3.
PANEL FEES
$
$
** JOIN BETWEEN January 1, 2022 & June 30, 2022: Non-Bar Association members take a 50% discount from #1 and #3 above.
D. STATE BAR OF CALIFORNIA RULES & REGULATIONS PERTAINING TO LAWYER REFERRAL SERVICES INCLUDING MINIMUM STANDARDS FOR LRS IN CALIFORNIA: Click Here to review State Bar Rules.
E. PRO-BONO AND/OR LOW-FEE PROGRAM:
(PLEASE CHECK #1 OR #2 BELOW)
AND/OR
* * *
BE SURE TO ENCLOSE A COPY OF YOUR CURRENT MALPRACTICE INSURANCE WHICH SHOWS
POLICY AMOUNTS AND EXPIRATION DATE.
* * * * *
(Renewing Members Do Not Need To Fill This Out):
SELF-CERTIFICATION OF SUBJECT MATTER PANELS
For those panels I checked in my “LRS Application for Membership,” I certify under penalty of perjury that I have met all the experience requirements (refer to Rules, Rule 4, Pages 1-3).
SELF-CERTIFICATION FOR CRIMINAL LAW ONLY
I certify under penalty of perjury that I have met all the standards required under Exhibit 1 to attachment A of the LRS Application for the following:
Please review your application carefully. Print out the signature page, sign it and mail or scan and email it info@lawyerreferralsantacruz.org. Then click the submit button below to send your application information.
Payment for your membership is by check or credit card. After you submit the form you will have the option to pay by credit card or the address for check payment.