Industry News

Initial Client Interviews

20 September 2017

It previously looked at this issue in its Practice Note: Initial Interviews in 2011, so the renewed publicity suggests that it considers this to be an increasing risk area.

The main points to be aware of (whether the interview is in person, by telephone or otherwise) are as follows: 

  • Conflicts: this is the most important issue from a regulatory and risk perspective. The receptionist/initial point of initial contact should take details of the: i) name, address and telephone of the prospective client; ii) relevant field of law; and iii) opponent(s) and any others involved in the matter. Not only could this avoid writing off the time spent on the interview and loss of potential costs/profit where you are not able to act for the prospective client, but it could also prevent you potentially being unable to act for an existing client, where you are supplied with confidential information in the course of the interview.  Sometimes an interview can be deliberately manufactured by an opponent of an existing client to prevent the practice acting, particularly where one practice is pre-eminent in a specialist legal field;

For a full copy of this article, including LBS Legal’s advice about the steps you should take or for details of training on this topic, email Andre Tahmassian-Zarneh at andre.zarneh@lbslegal.co.uk or contact him on 07572 068105.

 

 

Ian Braithwaite
Client Relationship Manager

T: 0845 056 3949
M: 0743 727 4046
E: ian.braithwaite@lbslegal.co.uk

For General Enquiries: Email enquiries@lbslegal.co.uk
24 hour Helpline 0845 0563949
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