Client Interview Flashcards
What is the preparation time and assessment time in client interview?
10 minutes - preparation
25 minutes - conduct interview
What skills are assessed in client interview?
- Listening and questioning
- Communication and explanation
- Professional manner
- Client-focused
- Build trust and confidence
What 2 things should you do to prepare for the interview during your prep time of 10 minutes?
- Devise a list of questions
- Insert some subheadings onto the blank sheets of paper
What should you attach to your attendance note?
The completed notes you took during the interview
It’s good practice to begin the interview with an outline of what?
The issues in which you will give advice on
What should you always confirm with the client at the start of the interview?
Their contact details
What type of questions should you start the interview with?
Open questions e.g. “Tell me about…” “Give me an account of the events leading up to…”
What should you tell clients that you’ll be doing before starting the interview?
That you will be taking notes and why (for the attendance note)
How should you close the interview?
“Thank you for your time today. I now have a clear idea of the facts and will follow up with a detailed letter setting out my legal advice.”
What are the 5 interlocking sections for a good interview?
- Rapport building
- Fact gathering
- Fact consolidation
- Preliminary advice
- Client questions and next steps