--- {"type":"list","title":"New Client Checklist for Lawyers","listId":18718,"canonicalUrl":"https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers","visibleItemTotal":30,"creator":{"id":"nalandar","name":"Nalanda Robson","url":"https://listium.com/@nalandar"},"stats":{"views":1130,"likes":1},"category":"law, govt & politics / legal issues","publishedAt":"2017-07-19T02:20:12.802Z","updatedAt":"2017-07-19T02:46:49.233Z","fields":[{"id":0,"name":"To-Do","type":"PrimaryText"},{"id":4,"name":"Category","type":"Text","format":"short"},{"id":1,"name":"Checklist","type":"Text"},{"id":3,"name":"Notes","type":"Text","format":"long"},{"id":2,"name":"Complete","type":"Symbols","format":"checkbox"}]} --- # New Client Checklist for Lawyers By [Nalanda Robson (@nalandar)](https://listium.com/@nalandar) 1130 views · 1 like Published 19 July 2017 · Updated 19 July 2017 Category: law, govt & politics / legal issues Be an efficient lawyer with a lawyer-client preparation meeting checklist ## Items ### 1. [Check for conflicts in advance of the meeting](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/0/check-for-conflicts-in-advance-of-the-meeting) Item ID: `0` - Category: - - Checklist: - - Notes: - - Complete: false ### 2. [Introduce yourself](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/1/introduce-yourself) Item ID: `1` - Category: - - Checklist: - - Notes: - - Complete: false ### 3. [Confirm cost of this initial meeting](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/2/confirm-cost-of-this-initial-meeting) Item ID: `2` - Category: - - Checklist: - - Notes: - - Complete: false ### 4. [Check for urgency or risk](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/3/check-for-urgency-or-risk) Item ID: `3` - Category: - - Checklist: - - Notes: - - Complete: false ### 5. [Confirm that you are talking to the client and not someone on his/her's behalf](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/4/confirm-that-you-are-talking-to-the-client-and-not-someone-on-hishers-behalf) Item ID: `4` - Category: - - Checklist: - - Notes: - - Complete: false ### 6. [Review and verify intake questionnaire with client](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/5/review-and-verify-intake-questionnaire-with-client) Item ID: `5` - Category: - - Checklist: ```json [ { "complete": false, "value": "full name" }, { "complete": false, "value": "address" }, { "complete": false, "value": "occupaton" }, { "complete": false, "value": "tekephone umbers" }, { "complete": false, "value": "email addresses" }, { "complete": false, "value": "social security number" } ] ``` - Notes: - - Complete: false ### 7. [Take a copy of their driver's license](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/6/take-a-copy-of-their-drivers-license) Item ID: `6` - Category: - - Checklist: - - Notes: - - Complete: false ### 8. [Take a picture of client](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/7/take-a-picture-of-client) Item ID: `7` - Category: - - Checklist: - - Notes: - - Complete: false ### 9. [Confirm that this discussion is confidential](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/8/confirm-that-this-discussion-is-confidential) Item ID: `8` - Category: - - Checklist: - - Notes: - - Complete: false ### 10. [Confirm client's brought relevant documentation](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/9/confirm-clients-brought-relevant-documentation) Item ID: `9` - Category: - - Checklist: ```json [ { "complete": false, "value": "financial information" }, { "complete": false, "value": "agreement documentations" } ] ``` - Notes: - - Complete: false ### 11. [Ask for additional documents](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/10/ask-for-additional-documents) Item ID: `10` - Category: - - Checklist: - - Notes: - - Complete: false ### 12. [Use open ended questions for see what the client's objections are](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/11/use-open-ended-questions-for-see-what-the-clients-objections-are) Item ID: `11` - Category: - - Checklist: - - Notes: - - Complete: false ### 13. [Listen](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/12/listen) Item ID: `12` - Category: - - Checklist: - - Notes: - - Complete: false ### 14. [Discuss options](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/13/discuss-options) Item ID: `13` - Category: - - Checklist: - - Notes: - - Complete: false ### 15. [Provide general legal preliminary advice](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/14/provide-general-legal-preliminary-advice) Item ID: `14` - Category: - - Checklist: - - Notes: - - Complete: false ### 16. [Explain what you can do, and plan to do in short term.](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/15/explain-what-you-can-do-and-plan-to-do-in-short-term) Item ID: `15` - Category: - - Checklist: - - Notes: - - Complete: false ### 17. [Estimate timing, costs, what further research you need to do](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/16/estimate-timing-costs-what-further-research-you-need-to-do) Item ID: `16` - Category: - - Checklist: - - Notes: - - Complete: false ### 18. [Discuss hourly rate, fee, alternative arrangements](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/17/discuss-hourly-rate-fee-alternative-arrangements) Item ID: `17` - Category: - - Checklist: - - Notes: - - Complete: false ### 19. [Explain ALL costs that might be involved](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/18/explain-all-costs-that-might-be-involved) Item ID: `18` - Category: - - Checklist: - - Notes: - - Complete: false ### 20. [Use flow chart to help in explanation](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/19/use-flow-chart-to-help-in-explanation) Item ID: `19` - Category: - - Checklist: - - Notes: - - Complete: false ### 21. [Teach the client how they can calculate the fees up](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/20/teach-the-client-how-they-can-calculate-the-fees-up) Item ID: `20` - Category: - - Checklist: - - Notes: - - Complete: false ### 22. [Explain your working policies](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/21/explain-your-working-policies) Item ID: `21` - Category: - - Checklist: - - Notes: - - Complete: false ### 23. [Give them contact information](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/22/give-them-contact-information) Item ID: `22` - Category: - - Checklist: - - Notes: - - Complete: false ### 24. [Give client memory stick with folders of clients can use for extra documentation](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/23/give-client-memory-stick-with-folders-of-clients-can-use-for-extra-documentation) Item ID: `23` - Category: - - Checklist: - - Notes: - - Complete: false ### 25. [After meeting, type up any notes from the meeting](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/24/after-meeting-type-up-any-notes-from-the-meeting) Item ID: `24` - Category: - - Checklist: - - Notes: - - Complete: false ### 26. [Scan your notes to client files](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/25/scan-your-notes-to-client-files) Item ID: `25` - Category: - - Checklist: - - Notes: - - Complete: false ### 27. [Is there any conflict of interest?](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/26/is-there-any-conflict-of-interest) Item ID: `26` - Category: Things to Consider - Checklist: - - Notes: - - Complete: false ### 28. [What are the first impressions?](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/27/what-are-the-first-impressions) Item ID: `27` - Category: Things to Consider - Checklist: - - Notes: - - Complete: false ### 29. [Do not enquire about confidential information until the issue of potential conflict has been addressed.](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/28/do-not-enquire-about-confidential-information-until-the-issue-of-potential-conflict-has-been-addressed) Item ID: `28` - Category: Things to Consider - Checklist: - - Notes: - - Complete: false ### 30. [What type of research that is necessary](https://listium.com/@nalandar/18718/new-client-checklist-for-lawyers/29/what-type-of-research-that-is-necessary) Item ID: `29` - Category: Things to Consider - Checklist: - - Notes: - - Complete: false