Situation
What prompted the client to need a lawyer? What about your firm attracted them to you?
Attorney 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.
Severity
How serious is the client about bringing legal action?
Support
What are the client’s interests? What do they want to achieve?
Case
Tell me about your case. What is the client telling you? What is the client not telling you?
Communication
How would you like to handle communication with our office?
Expectations
What are your expectations of us?
Concerns
What concerns you most about your case? What insight does this give you into them and their case?
Desired outcome
What your client is hoping to accomplish?
Next steps
What are the next steps after this meeting?
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