In my previous life — that is, the one of an insurance defense paralegal — it was rare to conduct any type of initial client intake in a case. During litigation of the case, of course, the legal team would meet with the insured and/or company representative to review facts, prepare for depositions, respond to discovery, etc. However, it was not until my recent change in position that I came to appreciate how significant the initial client intake is. The information obtained during the initial interview, as well as establishing an open line of communication between the firm and prospective client, can simplify and streamline the handling of a case.
While the initial interview may begin with an attorney, a paralegal or case manager is often charged with the task of meeting with a prospective client to gather personal information and facts. Depending upon the firm, there are variations of client intake forms and procedures. Many firms have instituted best practices in order to guide the members of the legal team on the completion of client intake forms. A paralegal should be familiar with the in-house procedures and any specialized forms prior to undertaking a client interview. If no forms or procedures have yet to be adopted by the firm, a paralegal may wish to meet with the managing partner to assist in drafting procedures. The use of forms and procedures by the legal team will ensure thoroughness and consistency during client intake meetings.
