Greetings
Ice breaker and a round of introductions.
Preliminary Questions
Review preliminary questions prior to starting the meeting
Confirm identity (name, address, phone number)
Confirm payment of legal fees
Confirm there is no conflict of interest
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.
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?
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 counterpart say on your behalf?
What additional details are missing?
Documentation
Gather all relevant documents that are pertinent to this case.
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 the case?
Closing
Wrap up of the meeting.
Summary of the meeting
Summary of next steps
What is the best way to communicate?
Any final questions?
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