Back to Template Gallery

Incoming Client Interview [Legal Clinic] 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.

Template preview

Magnify Preview template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Incoming Client Interview [Legal Clinic] Template:

The objective of this meeting is to establish a relationship of trust with the client, to gather the information necessary to counsel her and to understand her priorities and circumstances.

1 Greetings

Ice breaker and round of introductions.

2 Preliminary Questions

Review preliminary questions prior to starting the meeting

  • Confirm identity (name, address, phone number)
  • Confirm payment of legal fees
  • Confirm there is not conflict of interest

3 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.

4 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?

5 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 counter part say on your behalf?
  • What additional details are missing?

6 Documentation

Gather all relevant documents that are pertinent for this case.

7 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 case?

8 Closing

Wrap up of the meeting

  • Summary of the meeting
  • Summary of next steps
  • What is the best way to communicate?
  • Any final questions?
Get this free template

Template preview

About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

Run delightful meetings with Fellow

See why leaders in 100+ countries are using it today.

Try for free Request a demo
Already using Fellow? Log in

Wait! Before you go!

You might also be interested in these templates