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First Client Interview Checklist

The document is a checklist for conducting a first client interview, outlining essential topics to cover such as the client-attorney relationship, confidentiality, and the client's legal rights. It includes sections for gathering personal information, assessing the client's background, and understanding their goals and any potential issues. The checklist also addresses the client's legal status, health, and support systems.

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Julie Seitz
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20 views4 pages

First Client Interview Checklist

The document is a checklist for conducting a first client interview, outlining essential topics to cover such as the client-attorney relationship, confidentiality, and the client's legal rights. It includes sections for gathering personal information, assessing the client's background, and understanding their goals and any potential issues. The checklist also addresses the client's legal status, health, and support systems.

Uploaded by

Julie Seitz
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Checklist for First Client Interview:

Client’s Name:
Date of Interview:

Explained to the client the nature of the client-attorney relationship, confidentiality, and
privilege.
Build rapport with client. Get to know them. What are their interests and hobbies? What was
their childhood like? Who do they have for a support system?
Reviewed client’s bail & conditions
Reviewed charges
Reviewed discovery with client
Reminded client that the next court date is:
Confirmed with client that the court and BMV have client’s correct contact information
Advised client to keep counsel, the court, and BMV always apprised of their current contact
information
Advised client not to speak with anyone, except their attorney, about the allegations
Advised client against making statements to law enforcement (ever)
If in custody, advised client that jail calls and visits are recorded
Advised client of minimum & maximum penalties
Advised client of collateral consequences
Advised client of right to plead guilty or not guilty
Advised client of right to trial
Advised client of right to testify
Advised client of right to not testify
Advised client of right to appeal

Was the client born in the U.S.?

Client Interview Checklist Page 1 of 4


Yes
No- Advise client that there are potential immigration consequences and contact
Attorney Barbara Taylor (mecrimmigration@[Link])

What are the client’s goals/priorities?

Ever been arrested for, charged with, or convicted of a crime previously?


No
Yes. Details:

Any mental health issues?


No
Yes. Details:

Any medical conditions?


No
Yes. Details:

Client Interview Checklist Page 2 of 4


On any medications?
No
Yes. Details:

Ever been hospitalized?


No
Yes. Details:

Receive SSDI benefits?


No
Yes.

Any substance abuse history?


No
Yes. Details:

Any minor children?


No

Client Interview Checklist Page 3 of 4


Yes. Do they have visitation or pay child support?

Employed?
No
Yes. Details:

Any history of traumatic experiences?


No
Yes. Details:

Military service?
No
Yes. Details:

Client Interview Checklist Page 4 of 4

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