{"id":10997,"date":"2024-03-14T14:59:32","date_gmt":"2024-03-14T14:59:32","guid":{"rendered":"https:\/\/www.clio.com\/uk\/?p=10997"},"modified":"2025-05-12T15:50:35","modified_gmt":"2025-05-12T14:50:35","slug":"solicitor-client-interview-questions","status":"publish","type":"post","link":"https:\/\/www.clio.com\/uk\/blog\/solicitor-client-interview-questions\/","title":{"rendered":"The Initial Consultation: Solicitor-Client Interview Questions"},"content":{"rendered":"<p><span style=\"font-weight: 400\">When it comes to initial interviews with potential clients, are you asking the right solicitor-client interview questions?<\/span><\/p>\n<p><span style=\"font-weight: 400\">Solicitors devote significant time, energy, and marketing money to nurturing leads and winning new clients. But if you rush through the initial interview or fail to prepare the most effective solicitor-client interview questions, you\u2019ll likely miss out on major opportunities for you and your client.<\/span><\/p>\n<p><span style=\"font-weight: 400\">In the following guide, we\u2019ll dive into client interviewing techniques for solicitors\u2014offering tips for how to refine your initial client interview process and how you can best prepare for an initial client interview.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">In addition, we\u2019ll offer some solicitor-client interview sample questions to integrate into your process.<\/span><\/p>\n<h2>\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-10998 size-full \"\n\t\tstyle=\"max-width: 46.375rem;  width: 742px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:65.9029649596%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"solicitor-client interview questions\"\n\t\t\t\t\talt=\"lawyer&#x20;working&#x20;on&#x20;laptop\"\n\t\t\t\t\tsrc=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.20.52.png\"\n\t\t\t\t\twidth=\"742\"\n\t\t\t\t\theight=\"489\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"solicitor-client interview questions\"\n\t\t\t\talt=\"lawyer&#x20;working&#x20;on&#x20;laptop\"\n\t\t\t\twidth=\"742\"\n\t\t\t\theight=\"489\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.20.52.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n<br \/>\n<span style=\"font-weight: 400\">How do you prepare for a solicitor-client interview?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Conducting a great client interview is critical to an <\/span><a title=\"Learn more about the stages of client intake\" href=\"https:\/\/www.clio.com\/uk\/blog\/4-stages-client-intake-for-law-firms\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">effective client intake and onboarding process<\/span><\/a><span style=\"font-weight: 400\">, and it\u2019s an important initial step to providing a <\/span><a title=\"Learn more about running a client-centered law firm\" href=\"https:\/\/www.clio.com\/blog\/client-centered-law-firm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">client-centred<\/span><\/a><span style=\"font-weight: 400\"> experience. The key is to prepare: Asking the right solicitor-client interview questions quickly and effectively lets you know what your clients need.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">At the same time, the questions you ask clients also help establish clear communication and expectations on both sides.<\/span><\/p>\n<p><span style=\"font-weight: 400\">No matter how many lawyer-client interviews you\u2019ve conducted, it\u2019s still important to prepare by reviewing the client\u2019s file. You\u2019ll also need to plan the interview structure and prepare solicitor-client interview questions. You\u2019ll also want to be ready with a strategy to manage expectations (we\u2019ll go into more detail below).<\/span><\/p>\n<p><span style=\"font-weight: 400\">At the pre-interview stage, consider your goals and let them guide your preparations. This means considering what you want to get out of the interview\u2014including learning about the legal issue at hand, establishing a positive client experience, and winning the client.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Before the solicitor-client interview<\/span><\/h2>\n<h3><span style=\"font-weight: 400\">Conduct a thoughtful pre-screen and conflict check<\/span><\/h3>\n<p><span style=\"font-weight: 400\">As our <\/span><a title=\"Learn more about client intake for law firms\" href=\"https:\/\/www.clio.com\/uk\/blog\/client-intake-law-firms\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">guide to client onboarding for law firms <\/span><\/a><span style=\"font-weight: 400\">explains, taking steps to ensure that a potential client is a good fit before moving forward is an important part of <\/span><a title=\"Learn more about Clio Grow\" href=\"https:\/\/www.clio.com\/uk\/grow\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">an effective client intake and onboarding process<\/span><\/a><span style=\"font-weight: 400\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Not every legal issue will be a good fit for you, your practice area, workload, and firm size\u2014but that\u2019s normal.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>Pre-screen: <\/b><span style=\"font-weight: 400\">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 <\/span><a title=\"Learn more about online intake forms\" href=\"https:\/\/www.clio.com\/uk\/features\/online-intake-forms\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">online intake forms<\/span><\/a><span style=\"font-weight: 400\"> tool, like Clio Grow.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Conflict check:<\/b><span style=\"font-weight: 400\"> You\u2019ll also want to do a <\/span><span style=\"font-weight: 400\">conflict check<\/span><span style=\"font-weight: 400\"> 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. <\/span><a title=\"Learn more about Clio Grow\" href=\"https:\/\/www.clio.com\/uk\/grow\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Clio Grow<\/span><\/a><span style=\"font-weight: 400\">, for example, can be part of a robust conflict check process.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400\">Review the client\u2019s file<\/span><\/h3>\n<p><span style=\"font-weight: 400\">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.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Prepare, prepare, prepare: your questions and answers\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Once you\u2019ve reviewed the client\u2019s file, prepare your questions for the client, and take some time to anticipate questions that the client may have for you. We\u2019ll discuss more on what answers (for clients) lawyers should prep for before the interview below.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Remember: Your goal is to have the client fill in the blanks, reveal their goals and expectations, and tell you about the case. Because of this, you should ask open-ended questions to encourage them to share more details.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Send a confirmation email and a reminder<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Especially if you\u2019ve taken the time to thoroughly prepare for the interview, there\u2019s 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.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Be sure to include the appointment date and time and any other pertinent information for the client\u2019s convenience.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">A proactive step like this also helps show that you will be offering a client-centric experience from the start of your client\u2019s journey. Reminders don\u2019t have to take time away from your legal work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Tools like the <\/span><a title=\"Learn more about legal appointment booking software\" href=\"https:\/\/www.clio.com\/uk\/features\/appointment-bookings\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">legal appointment booking software<\/span><\/a><span style=\"font-weight: 400\"> in Clio Grow can streamline the process by sending automated appointment confirmations and reminders.\u00a0<\/span><\/p>\n<p><a title=\"Learn more about automating client intake\" href=\"https:\/\/www.clio.com\/uk\/blog\/client-onboarding-law-firm\/\" target=\"_blank\" rel=\"noopener\"><i><span style=\"font-weight: 400\">Explore more ways to save time and deliver a better client experience by automating client onboarding.<\/span><\/i><\/a><\/p>\n<h2><span style=\"font-weight: 400\">What solicitor-client interview questions should you ask potential clients?<\/span><\/h2>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-11001 size-full \"\n\t\tstyle=\"max-width: 39.6875rem;  width: 635px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:65.3543307087%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"solicitor client interview questions\"\n\t\t\t\t\talt=\"solicitor&#x20;client&#x20;interview&#x20;questions\"\n\t\t\t\t\tsrc=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.52.31.png\"\n\t\t\t\t\twidth=\"635\"\n\t\t\t\t\theight=\"415\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"solicitor client interview questions\"\n\t\t\t\talt=\"solicitor&#x20;client&#x20;interview&#x20;questions\"\n\t\t\t\twidth=\"635\"\n\t\t\t\theight=\"415\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.52.31.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><span style=\"font-weight: 400\">While the exact questions solicitors ask clients should be customised to each potential client\u2019s specific situation, these lawyer-client interview example questions are a good starting point:<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Could I confirm your details?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Starting with a simple easy-to-answer question can help ease the potential client into the conversation while letting you confirm important details.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">I see you\u2019re having an issue with X, can you tell me more about that?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">It\u2019s important to establish that you\u2019ve done your research and have an understanding of what the issue is. But it\u2019s also essential to also allow the client to tell you what the problem is. Don\u2019t make assumptions and listen to what they say. If they are vague or unclear about certain things, you can always follow up for more details.<\/span><\/p>\n<p><span style=\"font-weight: 400\">It\u2019s also important to be mindful of how the structure and focus of your solicitor-client questions will vary depending on your practice area and the type of case at hand.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">For example, a sample client interview in a criminal case may include questions about factors like the details of an arrest or criminal charges that wouldn\u2019t apply to sample client interviews in a family law case.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Have you worked with a solicitor before? Have you worked with another solicitor on this specific matter already?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">If the client has worked with another solicitor (whether on this case or a previous matter), the way that they answer this question can give you insights into their expectations of a solicitor. This way, you can gauge if you\u2019ll be able to meet them.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">This can also help you know how familiar (or unfamiliar) the client is with the legal system and its processes. Additionally, if they have worked with another solicitor on this matter, you\u2019ll want to know why they\u2019re coming to you now.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Can you share why you want to pursue this matter?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">To put the client\u2019s experience first, you need to know why the client is pursuing a matter, how serious they are about taking it on, and how they feel about it. Let them share their reasons and feelings about the case.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">How can I help you?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Be direct. By asking this open-ended question, you can get a better understanding of what the client\u2019s expectations of you will be. At the same time, you are prioritising the client\u2019s needs.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Could you walk me through your case?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Instead of asking detailed questions at this point, ask the client to walk you through the facts of their case. This can help you identify what\u2019s most important to them and get a general picture of the issue.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">What are you most concerned about?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">As an experienced solicitor, you may focus on certain elements of a case. However, the solicitor-client interview is the time to learn what worries or most concerns your potential client.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">This could be the case\u2019s outcome or it could be the cost of legal services. Knowing this can help you proceed in a way that will best serve your client.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">What is your goal for your case?\u00a0<\/span><\/h3>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-10966 size-full \"\n\t\tstyle=\"max-width: 46.4375rem;  width: 743px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:65.9488559892%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"law firm marketing goals\"\n\t\t\t\t\talt=\"dart&#x20;board&#x20;with&#x20;dart&#x20;near&#x20;the&#x20;bullseye\"\n\t\t\t\t\tsrc=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-13-at-16.31.43.png\"\n\t\t\t\t\twidth=\"743\"\n\t\t\t\t\theight=\"490\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"law firm marketing goals\"\n\t\t\t\talt=\"dart&#x20;board&#x20;with&#x20;dart&#x20;near&#x20;the&#x20;bullseye\"\n\t\t\t\twidth=\"743\"\n\t\t\t\theight=\"490\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-13-at-16.31.43.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><span style=\"font-weight: 400\">While you may have already formed ideas for how you want to handle a case, it\u2019s important to clarify what result your potential client wants to see.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">This can be crucial in understanding if you\u2019re the right fit for the client. Both you and the potential client should determine if you can help them achieve their goals at this stage of client interviewing.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Do you have any additional information or documents that I should have?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">You never know what you don\u2019t know or what you might have missed. This type of simple, open-ended question lets clients bring up any points you may not be aware of.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Why did you choose me to handle your case?<\/span><\/h3>\n<p><span style=\"font-weight: 400\">While your client\u2019s answer may offer useful insights into your firm\u2019s reputation and how your <\/span><a title=\"Learn more about law firm marketing\" href=\"https:\/\/www.clio.com\/uk\/blog\/marketing-your-law-firm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">law firm marketing<\/span><\/a><span style=\"font-weight: 400\"> is attracting potential clients, the most important information to glean here is about your client. The way that they found your firm and the reasons they selected you to handle their matter can tell you a lot about how they think, how they make decisions, and what they value when working with an attorney.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400\">What answers to client questions should solicitors prepare for?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">The meeting isn\u2019t just about you interviewing a potential client\u2014the 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:<\/span><\/p>\n<h3><span style=\"font-weight: 400\">1. What should I do next?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">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.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">2. How much would my case cost?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Price predictability is part of a good client experience\u2014and a reasonable concern for clients during an initial interview. So, be prepared to discuss your <\/span><span style=\"font-weight: 400\">law firm pricing<\/span><span style=\"font-weight: 400\"> and <\/span><a title=\"Learn more about law firm billing\" href=\"https:\/\/www.clio.com\/uk\/blog\/law-firm-billing\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">billing process<\/span><\/a><span style=\"font-weight: 400\"> so that potential clients can get a realistic estimate and expectation of what their case may cost.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">For example, let them know if you bill hourly, have <\/span><span style=\"font-weight: 400\">a flat fee<\/span><span style=\"font-weight: 400\">, or offer <\/span><span style=\"font-weight: 400\">alternative fee structures<\/span><span style=\"font-weight: 400\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">3. What is the process for my case?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">While you may not be able to predict specifics, be prepared to lay out the general process and approximate timelines for the client. This way, they will have a better idea of what to expect, and when.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">4. Can I get more information about my case?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Set realistic expectations for timelines and frequency of communication updates.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">For example, your client may think you\u2019ll call with daily updates. But if that\u2019s not practical for you, discuss it to see if you can find a solution that works for both of you\u2014before you start with engagement.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Conducting the solicitor-client interview\u00a0<\/span><\/h2>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-10999 size-full \"\n\t\tstyle=\"max-width: 46.1875rem;  width: 739px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:66.0351826793%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"build client relationships\"\n\t\t\t\t\talt=\"A&#x20;solicitor&#x20;meeting&#x20;a&#x20;client&#x20;to&#x20;conduct&#x20;an&#x20;interview\"\n\t\t\t\t\tsrc=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.39.11.png\"\n\t\t\t\t\twidth=\"739\"\n\t\t\t\t\theight=\"488\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"build client relationships\"\n\t\t\t\talt=\"A&#x20;solicitor&#x20;meeting&#x20;a&#x20;client&#x20;to&#x20;conduct&#x20;an&#x20;interview\"\n\t\t\t\twidth=\"739\"\n\t\t\t\theight=\"488\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.39.11.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><span style=\"font-weight: 400\">If you want to nail your initial consultation, it\u2019s about more than just what solicitor-client interview questions you ask. Follow these tips for interviewing in a client-centric way:<\/span><\/p>\n<h3><span style=\"font-weight: 400\">1. Make the client feel comfortable<\/span><\/h3>\n<p><span style=\"font-weight: 400\">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\u2019re meeting in person or <\/span><span style=\"font-weight: 400\">virtually<\/span><span style=\"font-weight: 400\"> over video conference, make sure the setting is clean and comfortable.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Also, the lawyer-client interview is not the time to try to impress the client with your fanciest lawyer-speak. Avoid using legal jargon and overly technical language. Unnecessary jargon can alienate the client and make them feel overwhelmed and even talked down to. This is the opposite of the positive client-centred experience you\u2019re aiming for.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">2. Observe non-verbal communication<\/span><\/h3>\n<p><span style=\"font-weight: 400\">When asking your solicitor-client interview questions, is the client fidgeting, or do they look like they have something to add? Pay attention to non-verbal cues. Clients may be nervous or intimidated, but non-verbal communication can help you determine if you need to ask more specific questions to get them to share more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">It\u2019s also a good idea to be aware of your own <\/span><span style=\"font-weight: 400\">non-verbal communication<\/span><span style=\"font-weight: 400\">\u2014if you appear disinterested, your potential client will likely pick up on that.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">3. Listen, listen, listen during your initial consultation<\/span><\/h3>\n<p><span style=\"font-weight: 400\">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. <\/span><a title=\"Learn more about client communication best practices\" href=\"https:\/\/www.clio.com\/blog\/law-firm-client-communication\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Follow client communication best practices<\/span><\/a><span style=\"font-weight: 400\"> and try to avoid cutting them off or filling in pauses.<\/span><\/p>\n<p><span style=\"font-weight: 400\">However, this doesn\u2019t mean you should be silent\u2014listen, but also circle back and ask the client to clarify details when necessary.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">4. Integrate with your practice management software<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Keep in mind that the client interview is part of the client onboarding process. That\u2019s why it\u2019s important to keep tasks related to the interview as simple and streamlined as possible. Look for opportunities to integrate tasks\u2014like pre-interview contact information collection\u2014with your practice management software.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">This way, you can eliminate duplicate data entry for clients (i.e. they only have to fill out their information once) and your firm.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">If you use <\/span><a href=\"https:\/\/www.clio.com\/uk\/pricing\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Clio Suite<\/span><\/a><span style=\"font-weight: 400\">, for example, Clio Grow\u2019s client onboarding software works together with Clio Manage\u2019s <\/span><a title=\"Learn more about Clio Manage's practice management software\" href=\"https:\/\/www.clio.com\/uk\/manage\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">practice management software<\/span><\/a><span style=\"font-weight: 400\"> for a seamless experience.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">5. Track potential clients by their stage in the client onboarding process<\/span><\/h3>\n<p><span style=\"font-weight: 400\">The client interview is part of your overall client onboarding process, so it\u2019s important to track it <\/span><a title=\"Learn more about improving the client intake process\" href=\"https:\/\/www.clio.com\/uk\/blog\/client-onboarding-law-firm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">for efficiency<\/span><\/a><span style=\"font-weight: 400\"> and ensure that no potential clients get missed. If you\u2019re using online client intake and onboarding software, you can easily track and see a potential client\u2019s status in stages.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">6. Ask about their preferred mode of communication<\/span><\/h3>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-11000 size-full o-image__wide \"\n\t\tstyle=\"max-width: 46.3125rem;  width: 741px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:49.7975708502%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"client communication preferences\"\n\t\t\t\t\talt=\"client&#x20;communication&#x20;preferences\"\n\t\t\t\t\tsrc=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.44.37.png\"\n\t\t\t\t\twidth=\"741\"\n\t\t\t\t\theight=\"369\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"client communication preferences\"\n\t\t\t\talt=\"client&#x20;communication&#x20;preferences\"\n\t\t\t\twidth=\"741\"\n\t\t\t\theight=\"369\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/www.clio.com\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Screenshot-2024-03-14-at-14.44.37.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><span style=\"font-weight: 400\">If you\u2019re committed to delivering an exceptional client experience, it\u2019s important to make an effort to communicate with your clients the way they want to be communicated with.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">After asking your solicitor-client interview questions, ask your potential client how they want to be communicated with.<\/span><\/p>\n<p><span style=\"font-weight: 400\">For example, according to the <\/span><a title=\"Read the 2022 Legal Trends Report\" href=\"https:\/\/www.clio.com\/uk\/guides\/legal-trends-report-2022\/\" target=\"_blank\" rel=\"noopener\"><i><span style=\"font-weight: 400\">2022 Legal Trends Report<\/span><\/i><\/a><span style=\"font-weight: 400\">, over one-third of solicitors recognise that clients have a preference for remote communication and are adapting to make their services more convenient for these preferences.<\/span><\/p>\n<p><span style=\"font-weight: 400\">According to the <\/span><a title=\"Read the 2020 Legal Trends Report\" href=\"https:\/\/www.clio.com\/uk\/guides\/2020-legal-trends-report\/\" target=\"_blank\" rel=\"noopener\"><i><span style=\"font-weight: 400\">2020 Legal Trends Report<\/span><\/i><\/a><span style=\"font-weight: 400\">, 56% of consumers would prefer video-conferencing over a phone call. But you won\u2019t know your potential client\u2019s preference unless you ask.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Of course, it\u2019s important to discuss which platforms are appropriate for communicating sensitive information.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">For example, <\/span><span style=\"font-weight: 400\">text messaging <\/span><span style=\"font-weight: 400\">may be acceptable in certain instances, but not in others.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">7. Manage client expectations<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Don\u2019t over-promise just to win the client\u2019s business. Clients appreciate honesty and a realistic vision of what they can expect if they move forward with you on their legal matter.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">8. Communicate clearly\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Clear communication goes hand-in-hand with effectively managing client expectations, so be sure to be open and honest when communicating with your client.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Leave time in the consultation to discuss fees (if the client doesn\u2019t ask you first). Go over your pricing, <a href=\"https:\/\/www.clio.com\/uk\/features\/legal-billing\/\">legal billing<\/a> process, accepted <\/span><a title=\"Learn more about lawyer payment methods\" href=\"https:\/\/www.clio.com\/uk\/blog\/payment-methods-lawyers\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">payment methods<\/span><\/a><span style=\"font-weight: 400\">, and other payment details like possible alternative billing methods you may offer. Let your potential clients decide if they can realistically pay for your services in a way that works for them and for your firm.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">No matter how the interview goes, make sure the client knows what the next steps are so they can make informed decisions and aren\u2019t unsure of what to do next.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">If you decide not to move forward with a potential client, it\u2019s important to close the loop by <\/span><a title=\"Learn more about non-engagement letters\" href=\"https:\/\/www.lawsociety.org.uk\/topics\/client-care\/client-information-requirements\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">sending a non-engagement letter<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Final thoughts on solicitor-client interview questions\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Conducting a great client interview is critical to an effective client onboarding process. It\u2019s also an important part of providing a client-centred experience.<\/span><\/p>\n<p><span style=\"font-weight: 400\">If you want to perfect your process, the key is to prepare with the right lawyer-client interview questions\u2014and truly listen to their answers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">By asking questions at the start, you\u2019ll get a better idea of what your client expects from you (whether you move forward or not). This way, your potential client will start their journey with your firm feeling heard, which is key to a great client-centred experience.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Initial consultations are crucial to building a successful legal case. Here are 11 solicitor-client interview questions to get you started.<\/p>\n","protected":false},"author":178,"featured_media":11002,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12],"tags":[],"coauthors":[58],"class_list":["post-10997","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","content_category-client-experience","content_category-client-onboarding","content_category-client-relationship-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.7 (Yoast SEO v24.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>11 Solicitor-Client Interview Questions to Ask During Consultation | Clio UK<\/title>\n<meta name=\"description\" content=\"Initial consultations are crucial to building a successful legal case. 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