Initial Interview

Question 1

What will the client hope to achieve from the initial interview?

Answer 1

The client will want to discuss the problem and potential solutions, an estimated timescale and the potential amount of legal costs involved

Question 2

What will the solicitor need to achieve from the initial interview?

Answer 2

The solicitor will need to extract relevant information from the client to advise on preliminary points such as liability and quantum

Question 3

What is the first step a solicitor should take at initial interview?

Answer 3

Identify the client’s objective in relation to the work to be done

Question 4

What is the second step a solicitor should take at initial interview?

Answer 4

Explain clearly the issues involved and available options for the client

Question 5

What is the third step a solicitor should take at initial interview?

Answer 5

Agree with the client on the next steps to be taken

Question 6

What is the fourth step a solicitor should take at initial interview?

Answer 6

Keep the client updated and informed of progress

Question 7

What are the four issues of professional conduct which a solicitor should consider before acting for a client?

Answer 7

Duty of confidentiality, conflict of interest, authorisation to act and duty as an officer of the court