Free Law Firm Client Meeting List Template
Law Firm Client Meeting List
|
Name: |
Jonathan Wilkins |
Company Name: |
Wilkins & Partners Legal Services |
|
Date: |
Location: |
This list is designed to ensure thorough preparation and organization for upcoming client meetings at [Your Company Name]. It details essential documents, topics, and logistical considerations to address, aiming to facilitate effective communication and successful outcomes for both the legal team and the clients.
Meeting Items Checklist
|
Item Number |
Description |
Responsible Party |
Deadline |
|---|---|---|---|
|
1 |
Review Client's Case File |
Assigned Attorney |
September 25, 2050 |
|
2 |
Prepare Meeting Agenda |
Senior Partner |
|
|
3 |
Confirm Meeting Logistics (Time, Venue) |
Administrative Staff |
|
|
4 |
Send Meeting Confirmation to Client |
Client Relations |
|
|
5 |
Prepare Presentation Materials |
Legal Assistant |
|
|
6 |
Gather Financial Documents |
Financial Analyst |
|
|
7 |
Review Relevant Legal Precedents |
Research Team |
|
|
8 |
Compile Case-related Questions for Client |
Assigned Attorney |
|
|
9 |
Update Client Profile in Firm's Database |
Data Management |
|
|
10 |
Secure Confidentiality Agreements |
Compliance Officer |
-
Ensure that all documents are reviewed and signed where necessary before the meeting.
-
Confirm audio/visual equipment is working at least one day before the meeting.
-
Provide a list of participants to security if the meeting is held in a secured building.
-
Arrange for refreshments if the meeting is expected to last several hours.
-
Consider providing digital copies of documents in case physical copies are insufficient.
