EOS Compatible Meeting Agenda
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Client Intake for Paralegal Meeting Template
Get this templateThe first step in acquiring a new client in a legal department is typically the initial interview. Use this meeting template to interview potential clients.
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Today @ 10:30 - 11 AM
Client Intake for Paralegal Meeting
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Client Intake for Paralegal Meeting Template
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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?
