NEW CLIENT/MATTER MEMORANDUM

Change Existing
C/M Actual
Open New (Highlight Engagement 112/13/2
Open New Client Matter X Changes) Re-Open C/M Conflict Only Date 2

SECTION 1: CLIENT DATA

Client Number Client Name Long Client Name

32318 Power Standard, LLC Same

Matter Number Matter Name Long Matter Name

0005 Packet Construction Same

CLIENT'S INTERNAL ID# OR CLAIM INFORMATION

CLIENT CLAIM INFO MATTER CLAIM INFO

CLIENT ATTORNEY DATA

BILLING CLIENT ORIGINATOR CLIENT ORIGINATOR CLIENT ORIGINATOR

Timekeeper No 1570 1570

Name Cathy Altman Cathy Altman
Initials CLA CLA
Paralegal Whitney Martinez

CLIENT BILLING ADDRESS DATA New? Yes ___ No ___

CLIENT ADDRESS BILLING ADDRESS
Contact Ross Woytasczky
Name: Send bills to:
Title: Credit Manager ross.woytasczyk@kvpenergy.com
Company: KVP Energy Services, LLC
Address 1 481 Winscott Rd., Suite 100
Address 2

City Benbrook
State: TX
Zip Code 76126
Country
Phone 432-523-2046
Fax

Email Ross.Woytasczyk@kvpenergy.com

SECTION 2: MATTER DATA

MATTER ATTORNEY DATA
BILLING OTHER ATTORNEY OTHER ATTORNEY RESPONSIBLE ATTORNEY MATTER ORIGINATOR

Timekeeper No 1570 1570

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 Name Cathy Altman Mark Castillo Robert Rowe Mark Castillo Cathy Altman
Initials CLA CLA

MATTER LEVEL SETUP

Business Litigation – Commercial
Law type (Practice Area) Transactions/Contracts Fee Arrangement”” B Rates

Client Industry Construction Matter Type: Litigation Entity Type Person _ Organization __X ___

MATTER DESCRIPTION
Advice regarding accounts payable and receivable involving Packet Construction in light of Packet's
bankruptcy filing
Description (comments)

Referred To: Cathy Altman Referred By: Darrell Hallmark

Company: Power Standard City/State: /

MATTER BILLING INSTRUCTIONS

Paper Bill Format: AE Task Codes: Y / N No Electronic Bill: Y / N No

ACCOUNTING USE ONLY:Task Code Set: ______ Ebill Format: ______

BILLING NOTES: Special Fee Bills should be sent by email (see above)
Arrangement / Outside Billing or
Insurance Guidelines / Ebill
Guidelines:

Other Parties (It is IMPORTANT to list all parties involved and identify their status and relationship
including all known parents, subsidiaries, principals, assumed names, business names, etc., and the
names of opposing counsel, if known)
Name Status (choose from list) Relationship (choose from list) Comments

KV Power Energy Services Client Client

Packet Construction Adverse Adverse
Spartan Capital Adverse Adverse
Spartan Business Solutions Adverse Adverse

SECTION 3: REVIEW/APPROVAL

CONFLICT & MATTER REVIEW

If this is a new client, is the client changing lawyers with respect to this potential representation?_
1. NO . If ‘yes’, why is the client changing lawyers and, to our knowledge, does the client owe the
former lawyer any money?__________.
To your knowledge, is any firm lawyer or employee related to or involved in business with the client
2.
or a principal of the client? NO _.
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3. If this is an existing client, is it current on its bills from the firm? NO .
4. Does this representation involve any prior work by the firm for the client? NO
5. Is the client seeking to raise or manage third parties’ money?___ NO
6. Does this representation involve a new or start-up business?__ NO
Is this client proposing business plans or objectives that appear to be outside of the individual’s or
7. company’s prior expertise or that will require significantly more capital, personnel, or resources
than the client has previously required? NO
If this is a new client with whom you are not personally familiar, are there any cautionary signs
(including those listed above) that indicate further appropriate due diligence/background research
(such as internet searches on Google, Thompson’s, Reuters or the like) should be conducted on the
8.
potential client?_ NO _. If “yes”, have the results of such research been printed for review by the
Practice Group Leader and Executive Committee member who are to approve the matter?
___________.
Is there any reason for the Executive Committee to approve opening this matter without requiring a
9.
retainer? Yes Comments: Established Client
Do you have a signed engagement letter for this matter? _ In progress _
If not, please explain why: ____
10.
___________________________________________________________________________________
____________________________________________________________________________________
Does the matter have billing guidelines supplied by the client? NO
11.
If so, has the firm’s General Counsel approved them? _____________

HITECH REGULATION REVIEW

Will this matter likely involve the firm's receipt of Protected Health Information ("PHI")?_
1.
NO
2. If yes, please list the people who need access:

3. If so, have you notified Rodney Lawson and the Information Systems department and discussed
procedures to protect the security of such information? __________

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 DEPARTMENT HEADS/EXECUTIVE COMMITTEE REVIEW APPROVAL
A Department Head Approval B Executive Committee Member (Check One)

Monica Latin Kelli Hinson

Alex More_ _ _ X_ _ _ _ _ David Drumm Mike Birrer x
Bret Madole

SIGNATURES REQUIRED
Signature of Opening Partner:

Signature of EC/Pro Bono Committee

Member*:
*Note: Special approvals are required for Pro bono, Special fee, Fixed fee and Contingent Fee Matters

Accounting (original copy)

DISTRIBUTION:
Originating Attorney
Billing Attorney
IS Department (Only distribute if this is a HITECH client.)
Secretary (name): Alex Avila

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