New Client Meeting Checklist
April 24, 2014 Client relationships

Be Efficient by using a Checklist for New Client Meetings

Client Meeting Check List

Client Meeting Check List

I’m not sure where I got the original content for this New Client Meeting Checklist. I believe from the Law Society of British Columbia.  I know I’ve added items over time as I’ve worked with my clients. I thought I would share it with you to help you have efficient first meetings with your new clients. Following a list like this will  ensure you go over everything you need to without having to rely on your memory.

Use this list as the basis to create your own practice specific New Client Meeting or any Client Meeting Checklist.

New Client Meeting Checklist

  •   Check for conflicts in advance of the meeting
  •  Introduce yourself and staff.
  •  Confirm the cost of the initial meeting
  •  Check for urgency or risk. – Identify imminent deadlines and steps required to meet them.
  •  Confirm you are meeting with the client and not someone talking on the client’s behalf.
  •  Review intake questionnaire with client – have your client complete a questionnaire prior to the initial meeting to use as the basis of your initial meeting.
  •  Verify client questionnaire information – full name, occupation, addresses, telephone numbers, email addresses, social security number. Birthdate and place of birth. Information that relates to type of legal matter they have come to see you about.
  •  Verify client’s identity – take a copy of their driver’s license.
  •  Take a picture of client.
  •  Confirm the need to keep your discuss confidential to maintain confidentiality
  •  Confirm client brought relevant documentation – financial information, agreements, etc.
  •  Request additional documents.
  •  Confirm that although you are taking notes you are listening.
  •  Use open ended questions to determine client’s objectives, concerns, and questions they have.
  •  Listen
  •  Discuss the options.
  •  Provide general legal information and preliminary advice.
  •  Recommend next steps to take in the short term and advise what further information, documents, and research you need before you can give your final opinion or recommendations.
  •  Explain what you plan to do, use of outside experts if any, timing, and costs, etc.
  •  Discuss legal costs, hourly rate, flat fee, alternative fee arrangements, advance fee deposit, etc.
  •  Explain all the costs that might be involved including what could increase the costs.
  •  Use a flow chart to help explain the process
  •  Advise the client how you calculate your fees, how you expect to be paid, and when. Cover the kind of other charges and expenses the client can expect.
  •  Review the terms of your written engagement letter.
  •  Obtain instructions from client.
  •  Confirm next steps for the client and you.
  •  Explain your file retention policy.
  •  Give them your contact information including your business card.
  •  Give clients a binder and memory stick with folder and sub folders your client can use to retain all the information and documents you send them
  •  After your meeting dictate or type any hand written notes embellishing your notes with additional information you remember
  •  Scan your notes to the client file

If you would like coaching on how to have an efficient client meetings, please contact me , Irene Leonard, Business Lawyer Coach to see how I can assist you.

See my main website for more information about me and my services.

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