New Client Checklist for Lawyers
New Client Checklist for Lawyers

New Client Checklist for Lawyers

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

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Nalanda Robson
Nalanda Robson
19th July 2017 in law, govt & politics
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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