Interviewing Skills

Question 1

What is a key open question to ask the client?

Answer 1

Is there anything else you would like to tell me, any concerns?

Question 2

What are some examples of open questions?

Answer 2

Questions which begin with:
* how
* why
* explain

Question 3

What is the aim of closed questions?

Answer 3

did you, will you type questions held clarify information client has already given.

Question 4

A good client interview consists of what 5 interlocking sections?

Answer 4

• rapport building;
• fact gathering
• fact consolidation;
• provision of preliminary advice;
* questions and next steps.

Question 5

What should you tell the client when concluding the interview?

Answer 5

You’ll follow up with a letter/email
confirming what’s been said and giving more detailed advice.

Question 6

What is the layout of the attendance note?

Answer 6

Client:
Matter:
Fee earner:
Date/Time:
Time taken:
Details:

Facts/Concerns:

Advice:

Next steps:

Include a section for professional conduct

Question 7

What is the best structure for interview notes?

Answer 7

Sub-headings & leave a big gap between them:

Name and contact details

Question 1 [For example, please tell me about your family situation)

Question 2 [For example, what assets do you want to leave in your will?)

Question 3 Explanations provided [For example, I provided the client with the following explanations

Next Steps