It may not always fall to the paralegal to do the interview alone. Sometimes the paralegal assists the attorney, sometimes the attorney and paralegal interview jointly, and sometimes the attorney conducts the interview alone. Increasingly, however, offices place this responsibility on the paralegal.
The client interview is a significant step. First, it sets the tone for the entire relationship between the prospective client and the law firm. The client should leave feeling comfortable with the relationship and confident that matters will be handled competently. Second, it sets the tone for the critical relationship between the client and the paralegal that may last months or even years. Third, it is the important beginning of investigation, a fact-gathering process requiring other interviews and techniques. The initial client interview and subsequent interviews determine the basis of the lawsuit (or its defense), the firm’s acceptance of the case, and the fee.
This session will discuss the client interview, which is the first phase of handling many types of cases. Although, this session will focus on the litigation paralegal's role the techniques can be applied to interviews many other practice areas as well.
Date: February 14, 2017
Time: 10:00am to 10:15am PST
To learn more about how to conduct client interviews purchase the text The Litigation Paralegal, A Systems Approach from Cengage Learning. Paralegal Power Breaks are short information packed sessions that provide useful career information to paralegals at all career levels.
Course Slides: Improving Client Relations
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Llynette Bealer has 20 years experience including working as the Office Manager/Bookkeeper for Junior Achievement of San Diego and various Business Improvement Districts in San Diego, CA. She has worked in mortgage bankruptcy for Chase Home Finance and various law firms.