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Client Intake for Paralegal Meeting Template

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The first step in acquiring a new client in a legal department is typically the initial interview. Use this meeting template to interview potential clients.

Client Meetings Legal Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Client Intake for Paralegal Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Client Intake for Paralegal Meeting
Today @ 10:30 - 11 AM
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Client Intake for Paralegal Meeting
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Client Intake for Paralegal Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Client Intake for Paralegal Meeting Template:

1Situation

What prompted the client to need a lawyer? What about your firm attracted them to you?

2Attorney experience

Have you ever worked with an attorney before? This question will determine if you need to explain how a case progresses through the court system and other legal information.

3Severity

How serious is the client about bringing legal action?

4Support

What are the client’s interests? What do they want to achieve?

5Case

Tell me about your case. What is the client telling you? What is the client not telling you?

6Communication

How would you like to handle communication with our office?

7Expectations

What are your expectations of us?

8Concerns

What concerns you most about your case? What insight does this give you into them and their case?

9Desired outcome

What your client is hoping to accomplish?

10Next steps

What are the next steps after this meeting?

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Fellow.app

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Fellow.app

Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    “Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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