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New Client Checklist for Lawyers
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New Client Checklist for Lawyers

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Be an efficient lawyer with a lawyer-client preparation meeting checklist

  • #
  • To-Do
  • #
  • To-Do
  • Category
  • Checklist
  • Notes
  • Complete
  • #
  • To-Do
  • #
  • To-Do
  • Category
  • Checklist
  • Notes
  • Complete
  • 1
    Check for conflicts in advance of the meeting
  • 2
    Introduce yourself
  • 3
    Confirm cost of this initial meeting
  • 4
    Check for urgency or risk
  • 5
    Confirm that you are talking to the client and not someone on his/her's behalf
  • 6
    Review and verify intake questionnaire with client
    0 / 6
  • 7
    Take a copy of their driver's license
  • 8
    Take a picture of client
  • 9
    Confirm that this discussion is confidential
  • 10
    Confirm client's brought relevant documentation
    0 / 2
  • 11
    Ask for additional documents
  • 12
    Use open ended questions for see what the client's objections are
  • 13
    Listen
  • 14
    Discuss options
  • 15
    Provide general legal preliminary advice
  • 16
    Explain what you can do, and plan to do in short term.
  • 17
    Estimate timing, costs, what further research you need to do
  • 18
    Discuss hourly rate, fee, alternative arrangements
  • 19
    Explain ALL costs that might be involved
  • 20
    Use flow chart to help in explanation
  • 21
    Teach the client how they can calculate the fees up
  • 22
    Explain your working policies
  • 23
    Give them contact information
  • 24
    Give client memory stick with folders of clients can use for extra documentation
  • 25
    After meeting, type up any notes from the meeting
  • 26
    Scan your notes to client files
  • 27
    Is there any conflict of interest?
    Things to Consider
  • 28
    What are the first impressions?
    Things to Consider
  • 29
    Do not enquire about confidential information until the issue of potential conflict has been addressed.
    Things to Consider
  • 30
    What type of research that is necessary
    Things to Consider
  • 1
    Check for conflicts in advance of the meeting
  • 2
    Introduce yourself
  • 3
    Confirm cost of this initial meeting
  • 4
    Check for urgency or risk
  • 5
    Confirm that you are talking to the client and not someone on his/her's behalf
  • 6
    Review and verify intake questionnaire with client
  • 7
    Take a copy of their driver's license
  • 8
    Take a picture of client
  • 9
    Confirm that this discussion is confidential
  • 10
    Confirm client's brought relevant documentation
  • 11
    Ask for additional documents
  • 12
    Use open ended questions for see what the client's objections are
  • 13
    Listen
  • 14
    Discuss options
  • 15
    Provide general legal preliminary advice
  • 16
    Explain what you can do, and plan to do in short term.
  • 17
    Estimate timing, costs, what further research you need to do
  • 18
    Discuss hourly rate, fee, alternative arrangements
  • 19
    Explain ALL costs that might be involved
  • 20
    Use flow chart to help in explanation
  • 21
    Teach the client how they can calculate the fees up
  • 22
    Explain your working policies
  • 23
    Give them contact information
  • 24
    Give client memory stick with folders of clients can use for extra documentation
  • 25
    After meeting, type up any notes from the meeting
  • 26
    Scan your notes to client files
  • 27
    Is there any conflict of interest?
  • 28
    What are the first impressions?
  • 29
    Do not enquire about confidential information until the issue of potential conflict has been addressed.
  • 30
    What type of research that is necessary
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