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New Client Checklist for Lawyers

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

This page may include affiliate links
New Client Checklist for Lawyers
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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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