How a Paralegal Interviews a Client

A paralegal may conduct client interviews with or without her supervising attorney.

A paralegal conducts client interviews in practice areas including bankruptcy, family law and personal injury. The methods a paralegal uses to conduct an interview vary depending on the interview type and her attorney's instructions.

Interview Preparation

A paralegal schedules the interview with the client, clearly communicating what information and documents to bring. A paralegal also prepares or secures forms for the client's signature, such as authorizations and agreements; prepares questions using a checklist or intake sheet; and prepares the interview location.

Starting the Interview

At the outset of the interview, the paralegal explains the attorney's absence, his role as a paralegal, the attorney-client privilege and its extension to the paralegal. The paralegal then reviews the interview goals with the client.

Interview Procedures

A paralegal asks open-ended questions when seeking a broad overview of a situation. She asks narrow-leading and "yes/no" questions to clarify the narrative or to get back on track. A paralegal also uses controlled listening to know when to interject a question, and employs active listening skills by repeating or commenting on something the client said, allowing the client to correct misunderstandings.

Concluding the Interview

The paralegal must ensure that he has an accurate chronology of events, clarify and verify information obtained and arrange to keep or copy client documents. He must also review his checklist for any missing information. Immediately following the interview, the paralegal prepares a follow-up letter to the client and an interview summary for the attorney.

References

• National Federation of Paralegal Associations: Paralegal Responsibilities
• USLegal Paralegals: Client Interviewing Techniques
• Paralegal Today: How To Interview Clients
• "Interviewing and Investigating: Essential Skills for the Legal Professional, Fourth Edition"; Stephen P. Parsons; 2010
• "Civil Interviewing and Investigation for Paralegals"; Cynthia B. Schroeder; 1999