attorney what do you need to discuss with client

• Your Contact Information. Regardless of the type of legal matter, your lawyer will want to know who you are and how to contact you.
• Key Facts About Your Case. Your lawyer will surely ask you to describe the key facts leading up to your decision to meet with an attorney.
• Gather Relevant Documents and Evidence. In addition to learning about you and hearing your narrative, your lawyer will also want to see documents and evidence, both for informational purposes and ...
• Make Sure the Lawyer Has No Conflicts of Interest. Before you get too far into a meeting or conversation, the lawyer will want to know about any possible conflicts of ...
Consider Your Goals for Representation. Sometimes, clients realize that they have a legal problem, but don't think clearly about their specific objectives, particularly if they're angry.
Consider Questions to Ask. Undoubtedly, you have many questions you'll want to ask your attorney. To ensure that you get all these answered, try listing them out ahead of time.

Full Answer

What do potential clients look for in a lawyer?

Strategic Matters: Investigating the case through discovery (obtaining information from the other party) Speaking for the client in court Selecting a jury Handling trial Appealing your case Recommending courses of action the client should take at all stages of the case Regularly communicating with ...

How to talk to a lawyer about a legal matter?

Oct 01, 2015 · Best practices to preserve the attorney-client privilege. There are several things you (and your business colleagues) can do to ensure the best possible outcome with respect to protecting the privilege: The most important thing you can do is to be sure to properly label communications that meet the test for attorney-client communications.

Can a client request legal advice from an attorney?

If, for example, a client tells his lawyer that he robbed a bank or lied about assets during a divorce, the lawyer probably can't disclose the information. But if a client initiates a communication with a lawyer for the purpose of committing a crime or an act of fraud in the future, the attorney-client privilege typically doesn't apply. Likewise, most states allow—or require—attorneys to disclose …

What should be included in a contract with a lawyer?

key events of your dispute, including a "who, what, where, when and why" narrative, and. current status of your dispute. Finally, you should include a one-sentence description of what you would like to see happen. This will tell your lawyer exactly what you are hoping for from him or her.

What concerns must an attorney have when interviewing a client?

Conducting the lawyer-client interviewMake 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...•Oct 4, 2021

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?Nov 28, 2019

What is a lawyer's duty to the client?

These principles include the lawyer's obligation zealously to protect and pursue a client's legitimate interests, within the bounds of the law, while maintaining a professional, courteous and civil attitude toward all persons involved in the legal system.

How do lawyers interact with clients?

Lawyers are always communicating with their clients. Sometimes, lawyers communicate more with a tone of voice, a facial expression, a body position, or a lack of contact than with the accompanying words and phrases. Clients often feel angry or anxious after not hearing from their lawyer for a period of time.Oct 11, 2017

What questions should a lawyer ask?

Questions you might ask your lawyerDo I have a problem that can be resolved by law?What legal risks am I facing?What documents do I need to support my case?Do I need statements from witnesses?What are my options for resolving the dispute out of court?How can I settle the case?More items...

How do you take instructions from a client?

Always document instructions received from a client in writing, either by making a file note or by providing a written advice to the client confirming the instructions you have received. To be on the safe side, do both. If you intend to take a particular course to fulfil your client's instruction, put it in writing.Apr 19, 2012

What is a lawyer's client called?

Client is the term in the US. In the case of a criminal charge the client might also be a defendant, and in the case of a civil court case the client might be either defendant or plaintiff.Feb 26, 2021

What are the four responsibilities of lawyers?

DutiesAdvise and represent clients in courts, before government agencies, and in private legal matters.Communicate with their clients, colleagues, judges, and others involved in the case.Conduct research and analysis of legal problems.Interpret laws, rulings, and regulations for individuals and businesses.More items...•Sep 8, 2021

What are a lawyer's fiduciary obligations to his/her client?

All lawyers are fiduciaries, which is to say they owe clients fiduciary duties. What are those? A fiduciary duty is the duty of an agent to treat his principal with the utmost candor, rectitude, care, loyalty, and good faith--in fact to treat the principal as well as the agent would treat himself.

How do you talk to clients in law?

Here are a few best practices:Communicate clearly, and often. ... Set expectations from the start. ... Invest in developing your interpersonal skills. ... Listen, listen, listen. ... Know when to automate communications (and when not to) ... Know which channels to use. ... Invest in client communication training. ... Receptionist services.More items...•Feb 7, 2022

What are some best practices for communicating effectively with clients?

10 Best Practices in Customer CommunicationAim at the right target. ... Keep your promise to be available. ... Do not assume all customers want the same thing. ... Speak your customer's language. ... Know the ropes. ... Avoid close-ended responses. ... Keep calm. ... Address the customer's issue.More items...

What communication skills do lawyers need?

Communication skills for lawyers are essential because communication shapes the way a client sees the attorney and the firm.Communicate Clearly and Often. ... Set Your Expectations. ... Improve Listening Skills. ... Show Curiosity and Bring Value. ... Sound Counsel. ... Avoid Unnecessary Automation. ... Prepare You Speech.More items...•Sep 20, 2021

What is the most important thing to do to protect the privilege of attorney?

There are several things you (and your business colleagues) can do to ensure the best possible outcome with respect to protecting the privilege: The most important thing you can do is to be sure to properly label communications that meet the test for attorney-client communications.

What is attorney-client privilege?

The attorney-client privilege applies in limited circumstances, in particular: Requests for legal advice from a client to an attorney. Requests for information from an attorney for information needed to formulate or provide legal advice. The legal advice is actually given by the attorney.

Can you discuss privileged information with your spouse?

Likewise, as much as you love your spouse or significant other, you cannot discuss privileged information with him or her. And, as noted above, the more people in the loop on privileged communications the greater the chance that someone trips up on the confidentiality prong.

Do you have to keep legal advice confidential?

You must keep legal advice confidential. It is absolutely critical that you and the company keep legal advice confidential. It cannot be passed along outside that company– a common problem with business colleagues who do not understand the problems doing so can cause.

Do you need to be vigilant when giving legal advice?

You need to be constantly vigilant regarding the scope of your communications with the business and understand when you are or are not giving legal advice and, if you are, that you take the extra step to clearly note in the communication that you are providing legal advice.

Is legal advice privileged?

Legal advice is broader than just litigation-related communications, i.e., it covers all legal advice including transactional and regulatory. Business advice, however, is never privileged, and – for in-house counsel in particular – the line between the two can appear blurry.

Is a client's communication privileged?

Unless all three of these prongs are met, the communication is not privileged. The purpose of the privilege is to allow clients to discuss issues openly in order to obtain legal advice from both in-house and outside counsel without fear that those communications will be disclosed to third parties.

Why is confidentiality important in law?

The duty of confidentiality prevents lawyers from even informally discussing information related to their clients' cases with others. They must keep private almost all information related to representation of the client, even if that information didn't come from the client.

What is privileged attorney?

The attorney-client privilege is a rule that preserves the confidentiality of communications between lawyers and clients. Under that rule, attorneys may not divulge their clients' secrets, nor may others force them to. The purpose of the privilege is to encourage clients ...

What is the client privilege?

The Client's Privilege. Generally, the attorney-client privilege applies when: an actual or potential client communicates with a lawyer regarding legal advice. the lawyer is acting in a professional capacity (rather than, for example, as a friend), and. the client intended the communications to be private and acted accordingly.

What is an example of a civil suit?

Example: In a civil suit regarding allegedly stolen funds, the judge orders the defense to turn over to the plaintiff documentation of conversations between the defendant and his attorney. The defense argues that the attorney-client privilege applies, and that the documents are protected. But the documents relate to plans between ...

Can an attorney disclose client secrets?

Under that rule, attorneys may not divulge their clients' secrets, nor may others force them to. The purpose of the privilege is to encourage clients to openly share information with their lawyers and to let lawyers provide effective representation.

Is attorney client privilege inadmissible?

If someone were to surreptitiously record the conversation, that recording would probably be inadmissible in court.

Can a client forfeit the attorney-client privilege?

No matter who hears or learns about a communication, however, the lawyer typically remains obligated not to repeat it.

What do lawyers want to see?

In addition to learning about you and hearing your narrative, your lawyer will also want to see documents and evidence, both for informational purposes and to help assess the strength of your case. Obviously, the nature of the evidence will vary dramatically from one type of case to another. As you prepare to meet with your lawyer, try ...

What to know before meeting with a lawyer?

Before you get too far into a meeting or conversation, the lawyer will want to know about any possible conflicts of interest that might prevent him or her from ethically representing you.

What are the goals of a lawyer?

Typical goals might include: review and provide comments on a contract or legal document. draft a will.

What to include in a dispute narrative?

Some important details to include in that narrative include: names of the key players in your dispute. date the dispute or problem began. type of the dispute (harassment, contract, divorce) key events of your dispute, including a "who, what, where, when and why" narrative, and. current status of your dispute.

What documents are used to dispute a contract?

contracts (such as employment agreements , leases, promissory notes, and the like) financial documents (for example, if you'll be drafting a will or starting a company) correspondence (letters, emails, or text messages between you and the other party or otherwise relevant to your dispute)

How to respond to a legal complaint?

respond to a legal complaint, lawsuit, or threatening letter. research whether you have a meritorious legal claim against another person or entity. draft a legal complaint or demand letter to another person or entity, or. negotiate a lease, contract, or other agreement.

Why is it important to prepare for a first consultation?

In short, preparation for your first consultation meeting is critical. Strong preparation will save time and money. It will also ensure that all of your questions are answered, and that your attorney has all the information needed in order to effectively represent you.

What is attorney client privilege?

The attorney-client privilege is a way to address communication ...

What is the rule for copying a document?

Rule 4 : Copy only a limited number of people who have a legitimate need to know the information. Do not copy or share the document with others, or the privilege may be lost. After all, if you copy 15 people on the communication, a court will likely infer that it wasn't all that confidential or proprietary to begin with.

What is business legal 101?

While you may hope that you never need them, it's wisest to bring yourself up to speed with certain elements of "Business Legal 101" to protect yourself and your company from unwanted legal exposure.

Is attorney client communication privileged?

Again, not all attorney-client communications will be deemed privileged once submitted in court, so always proceed with caution and continue to communicate in writing as if your document may be used as evidence in court at some point and blown up and placed in front of a jury.

Can you send an email to a non-attorney?

In other words, you can't send an email to your non-attorney boss and mark it "privileged and confidential" because without an attorney on the receiving end to provide legal analysis and advice, there's no mechanism to protect the communication from legal discovery.

Can you copy your attorney without asking for legal advice?

You may be challenged in sustaining the privilege if you simply copy your attorney on your various emails without asking for official legal advice. Instead, to sustain the privilege, a judge will generally want to see that you reached out to your attorney for a legal opinion and recommendation.

What to do when asking lawyer interview questions?

The best thing you can do when asking your lawyer-client interview questions during your initial consultation is just listen. This is the time when the client should be doing most of the talking. Follow client communication best practices and try to avoid cutting them off or filling in pauses.

How to make a client feel comfortable?

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.

Why is client interview important?

The client interview is part of your overall client intake process, so it’s important to track it for efficiency and ensure that no potential clients get missed. If you’re using online client intake software, you can easily track and see a potential client’s status in stages (for example, “needs a follow up”).

How to conduct a conflict check?

Conduct a thoughtful pre-screen and conflict check 1 Pre-screen: Before you book the interview, have a set pre-screening process. Ask for basic information (for example, via an intake questionnaire) to help you decide if the client may (or may not) be a fit for your firm. You can make this process simpler for the client by using an online intake forms tool, like Clio Grow. 2 Conflict check: You’ll also want to do a conflict check before proceeding to ensure there are no conflicts of interest or other reasons that will prevent you from working with someone. Here again, an online intake tool can make this easier for you and the client. Clio Grow, for example, can be part of a robust conflict check process.

What to do after reviewing client file?

Once you’ve reviewed the client’s file, prepare your questions for the client, and take some time to anticipate questions that the client may have for you. We’ll discuss more on what answers (for clients) lawyers should prep for before the interview below.

What should be the first step in a client interview?

Review the client’s file. The initial client interview should be for asking questions, not for learning basic client details. Before the interview, ask for any relevant information and documents so you can review them in advance.

Is it bad to not show up for an interview?

Especially if you’ve taken the time to thoroughly prepare for the interview, there’s nothing worse than a no-show. While some no-shows are unavoidable, often a simple confirmation email and a reminder can ensure your potential client makes the meeting.

Who has the power to waive attorney-client privilege?

In the end, the Court decided the management of the corporation has the authority to waive the privilege and the directors and officers are usually the ones who exercise the authority. Although most courts accept that the management of a corporation has the power to waive attorney-client privilege, the situation becomes more complicated when ...

How to determine if a communication is privileged?

To determine if a communication is privileged, a court usually focuses on its primary purpose. Informed waiver – An agreement to waive the attorney-client privilege is another way to destroy it. Usually, a waiver must be expressed in writing, and it cannot be undone. Sometimes, a government entity will agree to waive attorney-client privilege ...

Can you destroy attorney-client privilege?

Attorney-client privilege is not easy to destroy. However, it is not uncommon for the privilege to be challenged during the course of a legal case. If you are involved in a lawsuit, it is important to ask your attorney exactly what is covered, so you will not accidentally destroy the attorney-client privilege.

Is a corporation a legal fiction?

Although corporations can hold such a privilege, a corporation is considered a legal fiction and cannot speak for itself. In another case, Commodity Futures Trading Commission v.

Can attorney-client privilege be destroyed?

Attorney-client privilege is not easy to destroy.

Before The Lawyer-Client Interview

• Conduct a thoughtful pre-screen and conflict check
  As our guide to client intake for law firms explains, an important part of an effective client intake processis to take steps to ensure that a potential client is a good fit before moving forward. Not every legal issue will be a good fit for you, your practice area, workload, and firm size. But that’s …
• Review the client’s file
  The initial client interview should be for asking questions, not for learning basic client details. Before the interview, ask for any relevant information and documents so you can review them in advance.

See more on clio.com

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

What Answers to Client Questions Should Lawyers Prepare for?

Conducting The Lawyer-Client Interview

Conclusion