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New Client Checklist for Lawyers
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Be an efficient lawyer with a lawyer-client preparation meeting checklist
- Check for conflicts in advance of the meeting1
- Introduce yourself2
- Confirm cost of this initial meeting3
- Check for urgency or risk4
- Confirm that you are talking to the client and not someone on his/her's behalf5
- Review and verify intake questionnaire with client0 / 66
- Take a copy of their driver's license7
- Take a picture of client8
- Confirm that this discussion is confidential9
- Confirm client's brought relevant documentation0 / 210
- Ask for additional documents11
- Use open ended questions for see what the client's objections are12
- Listen13
- Discuss options14
- Provide general legal preliminary advice15
- Explain what you can do, and plan to do in short term.16
- Estimate timing, costs, what further research you need to do17
- Discuss hourly rate, fee, alternative arrangements18
- Explain ALL costs that might be involved19
- Use flow chart to help in explanation20
- Teach the client how they can calculate the fees up21
- Explain your working policies22
- Give them contact information23
- Give client memory stick with folders of clients can use for extra documentation24
- After meeting, type up any notes from the meeting25
- Scan your notes to client files26
- Is there any conflict of interest?Things to Consider27
- What are the first impressions?Things to Consider28
- Do not enquire about confidential information until the issue of potential conflict has been addressed.Things to Consider29
- What type of research that is necessaryThings to Consider30
- Check for conflicts in advance of the meeting1
- Introduce yourself2
- Confirm cost of this initial meeting3
- Check for urgency or risk4
- Confirm that you are talking to the client and not someone on his/her's behalf5
- Review and verify intake questionnaire with client6
- Take a copy of their driver's license7
- Take a picture of client8
- Confirm that this discussion is confidential9
- Confirm client's brought relevant documentation10
- Ask for additional documents11
- Use open ended questions for see what the client's objections are12
- Listen13
- Discuss options14
- Provide general legal preliminary advice15
- Explain what you can do, and plan to do in short term.16
- Estimate timing, costs, what further research you need to do17
- Discuss hourly rate, fee, alternative arrangements18
- Explain ALL costs that might be involved19
- Use flow chart to help in explanation20
- Teach the client how they can calculate the fees up21
- Explain your working policies22
- Give them contact information23
- Give client memory stick with folders of clients can use for extra documentation24
- After meeting, type up any notes from the meeting25
- Scan your notes to client files26
- Is there any conflict of interest?27
- What are the first impressions?28
- Do not enquire about confidential information until the issue of potential conflict has been addressed.29
- What type of research that is necessary30
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