LEGAL CLIENT INTAKE CHECKLIST

This checklist has been carefully compiled to assist attorneys during initial client consultation sessions. It includes the necessary steps to serve each legal client with utmost diligence and proficiency.

Client Identification

• Verify the client's identity.

• Record client's personal information.

• Obtain important contacts and address information.

• Establish the mode of communication.

• Check for any conflicts of interest.

Cases Information

• Understand the client's case in detail.

• Identify the client's specific legal needs.

• Ascertain the legal jurisdiction related to the case.

• Determine the urgency of the case.

• Decide the best possible legal strategy.

Financial Arrangements

• Discuss attorney’s fees and payment methods.

• Provide the client with a fee agreement.

• Create a billing schedule and procedure.

• Discuss potential additional costs (e.g., court fees).

• Secure a retainer if applicable.

Documentation and Records

• Prepare a client/case dossier.

• Compile all paperwork received from the client.

• Establish a filing system for the case.

• Provide the client with copies of all documents.

• Set reminders for important case milestones.

Client Follow-Up

• Deliver regular case updates to the client.

• Maintain client communication and answer queries promptly.

• Anticipate and manage client's expectations.

• Provide your available times and preferred method of contact for future conversations.

• scheduling the next meeting.

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