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