what to ask before taking a client on as a lawyer

by Mr. Armand Dach 3 min read

Ten Questions to Ask Your Potential Lawyer

  1. How long have you practiced law? At a minimum, you'll want to know about the lawyer's expertise and whether the lawyer is a veteran or beginner attorney, for instance. ...
  2. What type of cases do you generally handle? What percentage of your practice is devoted to (the practice area in question)? ...
  3. Who is your typical client? This is an important, but often-overlooked question. ...
  4. How many cases have you represented that were similar to mine? Now is not the time to act shy. ...
  5. Other than a law degree, what kind of special training or knowledge do you have that might apply in my situation? ...
  6. What are your attorney fees and costs, and how are they billed? Will a portion or all of my case be handled by paralegals or legal assistants? ...
  7. What is your approach or philosophy to winning or representing a case? This can be important in two ways. ...
  8. Are there others ways for solving my legal problem? Go ahead. ...
  9. How will you let me know what's happening with my case? Communication is key when working with a lawyer. ...
  10. What is the likely outcome in my case?

What Questions do Lawyers Ask Their Clients?
  • What is your case about? A lawyer will want to know every single detail of your case. ...
  • What do you hope to accomplish? ...
  • How do you want us to communicate? ...
  • Why did you choose me? ...
  • Are you comfortable with my rates? ...
  • 8 Questions To Ask An Employment Lawyer During Consultation.
Nov 28, 2019

What questions should a lawyer ask a potential client?

Here are four common questions you should prepare to answer: What should I do next? As a legal professional, potential clients are turning to you for your expertise and guidance. You need to provide clear next steps (for example, when they can expect you to contact them) to give clients confidence in you as a lawyer.

How to prepare for a lawyer-client interview?

No matter how many lawyer-client interviews you’ve conducted, it’s still important to prepare by reviewing the client’s file. You’ll also need to plan the interview structure and prepare attorney-client interview questions. You’ll also want to be ready with a strategy to manage expectations (we’ll go into more detail below).

How to get more clients as a lawyer?

You may deal with the law every day, but pursuing a legal issue can be stressful, draining, and even scary for potential clients. With this in mind, do your best to be emotionally sensitive and make them feel as at ease as possible. Whether you’re meeting in person or virtually over video conference, make sure the setting is clean and comfortable.

What should I look for when hiring a lawyer?

Getting a lawyer with the right legal background is essential, but it is also important to know whether your attorney has experience with the judges who will likely preside over your case. Three: Have you ever been sanctioned for, or accused of, attorney misconduct?

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What questions should lawyers ask?

Questions to Ask Your Lawyer During a Consultation1) What kind of experience do you have with similar cases?2) What would be your strategy for my case?3) Are there any alternatives to going to court?4) What are my possible outcomes?5) Who will actually handle my case?6) What is my role in my case?More items...•

How do you interview a client?

Follow these tips for interviewing in a client-centric way:Make the client feel comfortable. ... Observe non-verbal communication. ... Listen, listen, listen during your initial consultation. ... Integrate with your practice management software. ... Track potential clients by their stage in the client intake process.More items...•

How do lawyers advise clients?

As advocates, they represent one of the parties in criminal and civil trials by presenting evidence and arguing in court to support their client. As advisors, lawyers counsel their clients about their legal rights and obligations and suggest particular courses of action in business and personal matters.

How a legal practitioner may conduct an interview with a client?

Tell your client what you know about his case and then let him fill in the blanks. Ask him to walk you through the case and discuss his expectations. Encourage him to express his concerns and tell you more about the desired outcome. Make sure you have a clear understanding of what he wants you to do.

What questions would you ask a client?

9 Business Questions to Ask a Potential ClientWhat Do and Don't You Need? ... What Problems Are You Facing? ... Who Are the Decision-Makers, and What is the Approval Process? ... What Are Your Expectations? ... What is Your Budget, and When Do You Want to Start? ... What Would You View as a Success? ... What's the Next Step and by When?More items...

What are some questions an attorney might ask a new client?

What Questions do Lawyers Ask Their Clients?What is your case about? A lawyer will want to know every single detail of your case. ... What do you hope to accomplish? ... How do you want us to communicate? ... Why did you choose me? ... Are you comfortable with my rates?

What are the four responsibilities of lawyers?

It describes the sources and broad definitions of lawyers' four responsibilities: duties to clients and stakeholders; duties to the legal system; duties to one's own institution; and duties to the broader society.

What are the five functions of lawyer?

The Essential Functions of the Great Advocate counseling - ... Advocacy - ... Improving his profession, the courts and law - ... Unselfish Leader of public opinion - ... Proactive to accept responsibility -

What are the duties of a lawyer to his client?

As advisor, a lawyer provides a client with an informed understanding of the client's legal rights and obligations and explains their practical implications. As advocate, a lawyer zealously asserts the client's position under the rules of the adversary system.

What questions should I ask in a first client interview?

Here are nine interview questions you should ask potential clients and why asking them matters:#1: Why did you come in today? ... #2: Have you ever worked with an attorney before? ... #3: Why did you decide to pursue this matter? ... #4: How can I help you? ... #5: Tell me about your case.More items...•

What is interviewing techniques in law?

Top 10 tips for legal interviewing success: Show empathy, rather than sympathy, with the client's situation. Pay attention to your behaviour when the client is speaking. Stay attentive and interested. 'Listen' to the non-verbal signals the client sends out as well as the words they say.

Which of these is a good approach to prepare for a client interview?

10 Tips for Interviewing with the Client Company1) Don't Talk Too Much.2) Pause and Allow for Interruptions.3) Be Aware of Your Audience.4) Be Confident & Smile.5) Don't Pretend to Know More Than You Do.6) Be Positive.7) Know Who's Interviewing You.8) Pay Attention in the Interview.More items...

What should a lawyer provide?

Every lawyer should provide a concise summary of the firm’s philosophy, mission, and track record. Explain how the firm operates, what type of cases are generally handled, and how the firm will likely handle this particular case. Additionally, attorneys meeting with new clients should briefly explain their experience, education, ...

Why is it important to be attentive during a new client consultation?

While most attorneys would consider this an intuitive part of their legal practice, being especially attentive during new client consultations is important, not only to show your attention to the case, but also your attention to the client’s needs and expectations (as exhibited by their behavior, attitude, questions, and answers).

Is it necessary to have a free consultation?

While this may not work for every firm – and it’s certainly not required – offering free consultations can be an effective way to shoe in more prospective clientele, particularly those who may be wary of taking on legal services or who may not be sure how to proceed with their cases (if at all).

Why are lawyers so bad at responding?

Generally, lawyers who are bad at responding in a timely fashion are this way because they lack adequate support staff. Many try to wear every hat in their office, from drafting pleadings, meeting with clients, and going to court, to making copies, stuffing envelopes, and answering phones.

Can a lawyer represent you?

Your lawyer cannot be effective representing you or other clients if he or she is taking every call that comes through to him or her everyday. As a result, if you need to speak with your attorney, you should be prepared to schedule an appointment for a phone call when you are both ready and available.

Do attorneys charge for initial consultation?

Indeed, some attorneys will charge you for the initial consultation, so you should know that before you go in to get information and come out with a bill in hand.

Do people hire attorneys?

Most people do not hire attorneys everyday. This may leave them at a bit of a disadvantage in knowing what they should find out from an attorney before hiring them.

What should a lawyer review with their clients before trial?

Every lawyer should review with their clients the possibility of a negotiated resolution prior to trial. In criminal matters, for example, you may be able to get a good plea bargain. In civil cases, your lawyer might propose mediation, a settlement negotiation process involving a neutral third-party.

How to feel comfortable with an attorney?

You should feel comfortable from the beginning of your attorney-client relationship that you will be able to have regular communications with your counsel. Make sure that you exchange contact information and agree on the ways that you will stay in touch.

How can a lawyer save you money?

Your lawyer can often save you money by delegating routine tasks to firm employees who charge a lower hourly rate. However, your lawyer should be involved in all key aspects and decisions of your case, or should explain to you why a colleague can handle some important part of the matter just as well.

What is the importance of having a lawyer?

Getting a lawyer with the right legal background is essential, but it is also important to know whether your attorney has experience with the judges who will likely preside over your case. If yours is a criminal matter, it is important to know if your lawyer knows the local prosecutors. This courtroom experience can greatly enhance your lawyer’s ability to evaluate the likely outcomes in your case and give you advice that you can rely on.

Why is it important to choose the right lawyer?

Choosing the right lawyer is a very important decision—whether you were in a car accident, have a medical malpractice claim, or find yourself the target of a criminal investigation. Referrals from friends or co-workers can be great, but you need to do your homework to make sure you have the right attorney for the job.

How to discuss case strategy?

In discussing case strategy, your lawyer should give you an estimate of how much time it will take to get to a resolution. Keep in mind that your lawyer does not control the pace of the process and cannot make any promises about when it will be over.

What is a conflict in a lawyer?

If the lawyer’s representation of prior or existing clients would limit the attorney’s ability to represent you, there is likely a conflict. For example, if you want to sue a hospital that the potential lawyer regularly represents, there would be a conflict. A conflict might also arise if the attorney you are interviewing has already been hired by ...

1. How long have you practiced law?

At a minimum, you'll want to know about the lawyer's expertise and whether the lawyer is a veteran or beginner attorney, for instance. Your legal issue may very well be handled by someone who is fresh out of law school, (or not). It all depends.

2. What type of cases do you generally handle? What percentage of your practice is devoted to (the practice area in question)?

You'll also want to know about a lawyer's expertise and how much of the attorney's practice is devoted to topic area your legal issue falls within. For example, if you need help with an adoption case, you may wish to seek a family law lawyer who has worked on, well, adoption cases. Click here for a full list of practice area definitions.

3. Who is your typical client?

This is an important, but often-overlooked question. For example, if you are an individual with a particular legal problem, but the attorney your meeting with represents only corporations, this may not be the best lawyer for you. Likewise, you may wish to know the financial background of some of the lawyer's clients.

4. How many cases have you represented that were similar to mine?

Now is not the time to act shy. Feel free to ask about the attorney's track record, such as the number of cases won or settled, for example.

5. Other than a law degree, what kind of special training or knowledge do you have that might apply in my situation?

Some cases, like DUI and patent cases, require specialized training and knowledge for effective representation. Be sure to inquire whether your case fits into that category.

6. What are your attorney fees and costs, and how are they billed? Will a portion or all of my case be handled by paralegals or legal assistants? If so, ask about reduced costs

This step is obviously an important one. You'll want to know whether you can afford the lawyer's services and how you will be required to pay. This is also the time to ask about payment options and how often, and under what circumstances, you will be billed.

7. What is your approach or philosophy to winning or representing a case?

This can be important in two ways. First, if you are seeking an amicable divorce, for example, but the attorney is known to "go for the kill" in divorce cases, the attorney may not be the right one for you.

What to bring to a lawyer meeting?

What Should I Bring? 1 A pen and pad of paper or the electronic equivalent! In the course of your conversation with your attorney, you will surely want to write down notes on any issues or questions that arise. 2 A list of questions. Clients often have a million questions and concerns before a meeting, one or more of which they then forget to ask when sitting face to face with their attorney. Write these questions down ahead of time, to make sure you get every query answered while you're sitting there. 3 A check for the initial consultation fee, if your attorney charges one. This should be discussed ahead of the meeting. Nothing gets a lawyer-client relationship off on the wrong foot faster than forgetting to make your first payment. Presenting that fee immediately shows that you're taking the relationship seriously. 4 Any documents relevant to your case. If, for example, you are negotiating a lease and want the lawyer to review it, you should obviously bring a copy of the draft lease. If possible, make multiple copies of each document you give to your lawyer, so that you can take a set back home. (Or you can ask the lawyer's office to make the copies, but you'll likely be charged at premium rates for those.)

What to write in a conversation with an attorney?

In the course of your conversation with your attorney, you will surely want to write down notes on any issues or questions that arise. A list of questions. Clients often have a million questions and concerns before a meeting, one or more of which they then forget to ask when sitting face to face with their attorney.

What is an initial meeting with an attorney?

An initial meeting with your attorney is important, not just for exchanging information about your case, but also for building rapport and trust. Commonly, you will first have a short phone call with the lawyer, who will then ask to meet you in person. If you aren't yet certain you plan to use this lawyer, ...

What happens if you don't hire a lawyer?

Be honest. Remember that, even if you do not end up hiring the lawyer, everything you tell him or her during your meeting is generally subject to the attorney-client privilege. (The biggest exception to this, not surprisingly, is if you tell your lawyer that you are going to commit a crime, which information the lawyer may be duty-bound ...

Is honesty good for a lawyer?

In most cases, honesty is in your best interest. Lawyers seldom see cases that are cut and dried, with one party completely the "good guy.". It 's much better for the lawyer to know any bad news up front than to be surprised later with revelations you failed to share.

Should I get a second opinion before surgery?

Much like getting a second medical opinion before a surgery, it is common to seek advice from two or more lawyers before committing. The attorney-client relationship is important, and you need to feel comfortable with your choice.

Should I hire an attorney at the end of a meeting?

By the end of your meeting, you should leave with a clear understanding of what you've accomplished and what's ahead. Remember, you are under no obligation to hire a particular attorney merely because you had an initial meeting.

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What Lawyer-Client Interview Questions Should You Ask Potential Clients?

  • While the exact questions you’ll ask should be customized to each potential client’s specific situation, these lawyer-client interview questions are a good starting point:
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What Answers to Client Questions Should Lawyers Prepare for?

  • The meeting isn’t just about you interviewing a potential client—the client will have questions for you, too. Being prepared for the common questions that clients have is key. Here are four common questions you should prepare to answer:
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Conducting The Lawyer-Client Interview

  • If you want to nail your initial consultation, it’s about more than just what attorney-client interview questions you ask. Follow these tips for interviewing in a client-centric way:
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Conclusion

  • Conducting a great client interview is critical to an effective client intake process. It’s also an important part of providing a client-centered experience. If you want to perfect your process, the key is to prepare with the right lawyer-client interview questions—and truly listen to their answers. By asking questions at the start, you’ll get a better idea of what your client expects from you (wh…
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