This letter confirms an appointment with a potential client. The letter states that the firm has not yet agreed to offer representation because that decision cannot be made until after the information concerning the case has bee reviewed. The letter also instructs the potential client that if he/she requires directions, call the office.
Michigan Letter to Proposed Client - Before Initial Appointment
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How to fill out Letter To Proposed Client - Before Initial Appointment?
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FAQ
It is critical to listen to the plaintiff and allow them to tell their side of the story. In contrast, when conducting an initial client interview with a defendant, it is important to be prepared to discuss the case in a more factual manner.
In the initial interview between client and lawyer, lawyers ask questions about the client, their case, and their expectations. At this stage, lawyers may ask clients to walk them through the case and to lay out their goals and expectations for the matter's ideal outcome, budget, and communication style and frequency.
In representing a client, a lawyer shall not communicate about the subject of the representation with a person the lawyer knows to be represented by another lawyer in the matter, unless the lawyer has the consent of the other lawyer or is authorized to do so by law or a court order.
"Rule 1.9(a) A lawyer who has formerly represented a client in a matter shall not thereafter represent another person in the same or a substantially related matter in which that person's interests are materially adverse to the interests of the former client unless the former client consents after consultation.
Client interviewing allows you to develop the skills needed when conducting a legal interview, such as how to establish a relationship with the client, how to identify the nature of the legal problem and then how to obtain the relevant information from the client in order to reach a potential solution.
The key to conducting a successful client interview is confidence. Be confident in who you are, what you know about the client, and your ability to solve their problems. By following the tips in this guide, you'll soon become an expert at client interviews and well on your way to creating a thriving business!
Your first meeting with a potential client ranks among the most important touchpoints. The client interview is an opportunity to determine whether you should work together, discuss expectations and fees, and address questions. The initial interview sets the tone for your entire attorney-client relationship.
A lawyer may not disclose such information except as authorized or required by the Rules of Professional Conduct or other law . . . ." MRPC 1.6 prohibits even the disclosure of a client's identity if the disclosure would be "embarrassing" or would "be likely to be detrimental" to the client.
