Incoming Client Interview [Legal Clinic] Template

Get this template

While interviewing skills are critical to a lawyer’s success, few are ever trained how to do it. A good interview can result in candor, trust, credibility.

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Incoming Client Interview [Legal Clinic]
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Incoming Client Interview [Legal Clinic]
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Incoming Client Interview [Legal Clinic]
AI Recording in progress
Template preview

Magnify Preview template

Incoming Client Interview [Legal Clinic] Template
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • 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 Incoming Client Interview [Legal Clinic] Template:

The objective of this meeting is to establish a relationship of trust with the client, to gather the information necessary to counsel her and to understand her priorities and circumstances.

1 Greetings

Ice breaker and round of introductions.

2 Preliminary Questions

Review preliminary questions prior to starting the meeting

  • Confirm identity (name, address, phone number)
  • Confirm payment of legal fees
  • Confirm there is not conflict of interest

3 Mandate of the meeting

Confirm the mandate of the meeting.

  • Confirm if the client is currently working with a lawyer or has worked with a lawyer in the past.

4 Administrative details

Share all administrative details prior to beginning the question period.

  • Explain any relevant preliminary rights entering this meeting.
  • Explain confidentiality and professional secrecy.
  • Any questions on the process of this meeting?

5 Question Period

Summarize the reason for their visit — understanding the issue at hand through a series of questions.

  • What happened?
  • Have you had any conflicts in the past with this person?
  • What would the counter part say on your behalf?
  • What additional details are missing?

6 Documentation

Gather all relevant documents that are pertinent for this case.

7 Outcomes

What does the client want? What is their ideal outcome of this situation? Do they have the financial capacities to hire a lawyer in case?

8 Closing

Wrap up of the meeting

Get this free template

Template preview

Template by

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.

Run delightful meetings with Fellow

See why leaders in 100+ countries are using it today.

Try for free Request a demo
Already using Fellow? Log in

You might also be interested in these templates

You might also be interested in these articles