Incoming Client Interview Meeting Template

While interviewing skills are critical to a lawyer’s success, few are ever trained how to do it. A good interview can result in candor, trust, credibility.

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Tone of the meeting


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?


Gather all relevant documents that are pertinent to this case.


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?


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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