Questions regarding whether the client has ever worked with an attorney, and the nature of the matter the client is seeking help with, can better help you prepare for the intake process pre-screening also allows you to determine whether the client's matter is the type you are interested in or capable of handling. What you tell the client should cover off your professional conduct and give a little advice regarding their situation the interview will be based in an area of law for me, it was probate you will be expected to know enough about the law to be able to obtain the salient facts from the client.
A vital part of beginning an attorney-client relationship is the interview that takes place between an attorney or paralegal and a prospective client.
The concepts of lawyer confidentiality and attorney-client privilege both concern information that the lawyer must keep private and are protective of the client’s ability to confide freely in his or her lawyer, but the concepts are not synonymous. See rule 118 for the lawyer's duties with respect to information provided to the lawyer by a prospective client, rule 19(c)(2) for the lawyer's duty not to reveal information relating to the lawyer's prior representation of a former client and rules 18(b) and 19(c)(1) for the lawyer's duties with respect to the use of such information to the disadvantage of clients and former clients. Confidentiality, privilege: a basic value in two different applications by sue michmerhuizen may, 2007 the concepts of lawyer confidentiality and attorney-client privilege both concern.
The attorney-client privilege is more limited than the ethical obligation of a lawyer to guard the confidences and secrets of the client this ethical precept, unlike the evidentiary privilege, exists without regard to the nature or source of information or the fact that others share the knowledge a course of conduct contrary to the advice. Whether you are an attorney interviewing a potential client in need of legal help or a human services worker interviewing clients and their family members to assess their needs, the purpose of a client interview is to collect enough information to help solve the client’s problem.
If the client has plenty of insurance, this also will determine, to some extent, the client’s character and stature in the community 9 has the client had contact with any insurance companies if the incident happened quite some time ago and there has been no contact with the client’s own carrier, you should question why.
How to conduct an attorney client interview topics: question, ice, tell pages: 1 (312 words) published: april 28, 2011 a vital part of beginning an attorney-client relationship is the interview that takes place between an attorney or paralegal and a prospective client this is the time for the client to get to know you, and for you to gain.  the rules of professional conduct in various circumstances permit or require a lawyer to disclose information relating to the representation see rules 23, 33 and 41 in addition to these provisions, a lawyer may be obligated or permitted by other provisions of law to give information about a client. The client interview assessment is all about your face-to-face customer service skills under the watchful gaze of the professional conduct rules the client interview assessment is all about your face-to-face customer service skills under the watchful gaze of the professional conduct rules you are.