The Initial Client Interview

“In many ways for lawyers the initial client interview is like a first date. You do not know each other that well and hope to get better acquainted. There is often a bit of tension or wariness. There are lots of unanswered (and unasked) questions, and it may have its awkward moments. But both of you hold out the hope that this may turn into a long term, mutually beneficial relationship.”

That was the beginning of an article I wrote on The Initial Client Interview some time ago. I believe this is still very worthwhile reading, particularly for young lawyers. It covers the agenda of the interview, good listening skills, the critical issue of what potential clients to avoid, attorney’s fees and managing the information. There is even a link to a few sample client intake forms donated by Oklahoma lawyers.