6. The First Client Meeting and Initial Considerations

Legal representatives who are new to practice are expected initially to assist in clients’ cases and ultimately to handle their own files. In every new matter for every client, their professional conduct duties, particularly client care issues, should be at the forefront of their mind as a legal representative before proceeding to undertake any work for the client. This chapter focuses on professional conduct issues; client care; money laundering requirements; the first meeting with the client; and initial investigations. The chapter includes details of the Consumer Contracts Regulations 2013 and a range of applicable examples.

6. The first client meeting and initial considerations

10.1093/he/9780198787655.003.0006 ◽

2017 ◽

Author(s):

Susan Cunningham-Hill ◽

Karen Elder

Keyword(s):

Money Laundering ◽

Professional Conduct ◽

Legal Representative ◽

Client Care ◽

Legal representatives who are new to practice are expected initially to assist in clients’ cases and ultimately to handle their own files. In every new matter for every client, their professional conduct duties, particularly client care issues, should be at the forefront of their mind as a legal representative before proceeding to undertake any work for the client. This chapter focuses on professional conduct issues; client care; money laundering requirements; the first meeting with the client; and initial investigations. Updated coverage includes details of the Consumer Contracts Regulations 2013 and a range of applicable examples.

6. The First Client Meeting and Initial Considerations

Civil Litigation 2019-2020 ◽

10.1093/he/9780198838555.003.0006 ◽

2019 ◽

pp. 68-88

Author(s):

Susan Cunningham-Hill ◽

Karen Elder

Keyword(s):

Money Laundering ◽

Professional Conduct ◽

Legal Representative ◽

Client Care ◽

Legal representatives who are new to practice are expected initially to assist in clients’ cases and ultimately to handle their own files. In every new matter for every client, their professional conduct duties, particularly client care issues, should be at the forefront of their mind as a legal representative before proceeding to undertake any work for the client. This chapter focuses on professional conduct issues; client care; money laundering requirements; the first meeting with the client; and initial investigations. The chapter includes details of the Consumer Contracts Regulations 2013 and a range of applicable examples.

6. The First Client Meeting and Initial Considerations

10.1093/he/9780198823193.003.0006 ◽

2018 ◽

Author(s):

Susan Cunningham-Hill ◽

Karen Elder

Keyword(s):

Money Laundering ◽

Professional Conduct ◽

Legal Representative ◽

Client Care ◽

Legal representatives who are new to practice are expected initially to assist in clients’ cases and ultimately to handle their own files. In every new matter for every client, their professional conduct duties, particularly client care issues, should be at the forefront of their mind as a legal representative before proceeding to undertake any work for the client. This chapter focuses on professional conduct issues; client care; money laundering requirements; the first meeting with the client; and initial investigations. The chapter includes details of the Consumer Contracts Regulations 2013 and a range of applicable examples.

1. Family Law Practice and the First Interview

Family Law 2019 ◽

10.1093/he/9780198837732.003.0001 ◽

2018 ◽

pp. 3-10

Author(s):

Jane Sendall

Keyword(s):

Money Laundering ◽

Time Management ◽

Family Law ◽

Soft Skills ◽

Technical Skills ◽

Professional Conduct ◽

Organizational Skills ◽

Client Care ◽

First Time ◽

This chapter begins by identifying the skills that family lawyers must possess. These include technical skills such as advocacy, interviewing, negotiation, and writing; and ‘soft skills’, i.e. interpersonal and organizational skills, such as persuasiveness, tact, diplomacy, and time management. The discussion then turns to the professional conduct issues that are crucial to seeing a client for the first time, including confidentiality and money laundering. It also considers the importance of the first interview with the client and the client care letter.

1. Family Law Practice and the First Interview

Family Law 2018 ◽

10.1093/he/9780198787716.003.0001 ◽

2018 ◽

Cited By ~ 1

Author(s):

Jane Sendall

Keyword(s):

Money Laundering ◽

Time Management ◽

Family Law ◽

Soft Skills ◽

Technical Skills ◽

Professional Conduct ◽

Organizational Skills ◽

Client Care ◽

First Time ◽

This chapter begins by identifying the skills that family lawyers must possess. These include technical skills such as advocacy, interviewing, negotiation, and writing; and ‘soft skills’, i.e. interpersonal and organizational skills, such as persuasiveness, tact, diplomacy, and time management. The discussion then turns to the professional conduct issues that are crucial to seeing a client for the first time, including confidentiality and money laundering. It also considers the importance of the first interview with the client and the client care letter.

2. Taking instructions and other initial matters

A Practical Approach to Conveyancing ◽

10.1093/he/9780198747642.003.0002 ◽

2016 ◽

Author(s):

Professor Robert M. Abbey ◽

Mark B. Richards

Keyword(s):

Professional Conduct ◽

Working Relationship ◽

Good Working ◽

Client Care ◽

Initial Interviews ◽

This chapter begins with a look at the process of initial interviews with clients. At the start of any transaction it is important to establish a good working relationship with the client. The first interview marks the perfect time to do this, for it gives practitioners the opportunity to instil confidence in the client of their abilities as a conveyancer. The chapter then deals with estate agents; client care and advice on costs; advice on co-ownership; advice on finance; advice on survey; Law Society Conveyancing Protocol; professional conduct; and considerations for acting for either seller or buyer.

4. Taking instructions and other initial matters

Property Law 2019-2020 ◽

10.1093/he/9780198838531.003.0004 ◽

2019 ◽

pp. 23-44

Author(s):

Robert Abbey ◽

Mark Richards

Keyword(s):

Capital Gains ◽

Professional Conduct ◽

Capital Gains Tax ◽

Client Care ◽

The Law ◽

Stamp Duty

This chapter discusses initial activities in the conveyancing process including advising joint buyers on co-ownership; advising buyers to have a survey of the property carried out before exchange of contracts; estate agents; capital gains tax; stamp duty land tax; client care and advice on costs; professional conduct; the Law Society’s National Conveyancing Protocol; and advising on finance.

2. Taking instructions and other initial matters

A Practical Approach to Conveyancing ◽

10.1093/he/9780198787563.003.0002 ◽

2017 ◽

Author(s):

Robert M. Abbey ◽

Mark B. Richards

Keyword(s):

Professional Conduct ◽

Working Relationship ◽

Good Working ◽

Client Care ◽

Initial Interviews ◽

This chapter begins with a look at the process of initial interviews with clients. At the start of any transaction it is important to establish a good working relationship with the client. The first interview marks the perfect time to do this, for it gives practitioners the opportunity to instil confidence in the client of their abilities as a conveyancer. The chapter then deals with estate agents; client care and advice on costs; advice on co-ownership; advice on finance; advice on survey; Law Society Conveyancing Protocol; professional conduct; and considerations for acting for either seller or buyer.

2. Taking Instructions and Other Initial Matters

A Practical Approach to Conveyancing ◽

10.1093/he/9780198860372.003.0002 ◽

2020 ◽

pp. 50-73

Author(s):

Robert M. Abbey ◽

Mark B. Richards

Keyword(s):

Professional Conduct ◽

Working Relationship ◽

Good Working ◽

Client Care ◽

Initial Interviews ◽

This chapter begins with a look at the process of initial interviews with clients. At the start of any transaction it is important to establish a good working relationship with the client. The first interview marks the perfect time to do this, for it gives practitioners the opportunity to instil confidence in the client of their abilities as a conveyancer. The chapter then deals with estate agents; client care and advice on costs; advice on co-ownership; advice on finance; advice on survey; Law Society Conveyancing Protocol; professional conduct; and considerations for acting for either seller or buyer.