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to do after new client interview

1. Initial Assessment

Review notes taken during the interview.

Identify key issues and concerns discussed.

Determine if the case falls within the firm’s area of expertise.

2. Conflict Check

Conduct a conflict of interest check within the firm’s database.

Document findings and any potential conflicts.

Notify the client of any conflicts and next steps.

3. Engagement Letter

Draft an engagement letter outlining the scope of representation.

Include fee structure and payment terms.

Send the engagement letter to the client for review and signature.

4. Client Information Collection

Gather necessary information and documentation from the client.

Create or update the client file with personal and case details.

Ensure all necessary forms (e.g., retainer agreement) are completed.

5. Case Strategy Development

Schedule an internal meeting to discuss case strategy.

Identify key legal issues and potential avenues for resolution.

Assign tasks to team members as needed.

6. Research and Preparation

Conduct preliminary legal research relevant to the case.

Identify potential witnesses or experts to consult.

Prepare any necessary legal documents or filings.

7. Communication Plan

Establish a communication plan with the client.

Set expectations for updates and response times.

Determine preferred communication methods (e.g., email, phone).

8. Follow-up Actions

Schedule a follow-up meeting with the client to discuss next steps.

Monitor any deadlines related to the case.

Ensure that all action items from the interview are addressed in a timely manner.

9. Billing and Financial Considerations

Set up a billing account for the client.

Discuss retainer fees and payment options with the client.

Ensure that all financial terms are documented in the engagement letter.

10. Compliance and Record Keeping

Ensure compliance with all legal and ethical obligations.

Maintain accurate and up-to-date records of all communications and documents.

Review the firm's policies on data protection and client confidentiality.

This checklist ensures that the law firm is organized and prepared to effectively represent the new client following the initial interview.

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