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The first in-depth interaction with a new potential client, sometimes called an intake interview or an initial consultation, serves multiple purposes: it gives you a chance to evaluate the legal claims the potential client has, whether they’re timely, and what the scope of damages might be; it gives you a sense of what kind of person the potential client is and what they might be like to work with; and it lets you see how the client tells their story and how they might present themselves in court or in a deposition. As you’re trying to learn and assess all of these things during the interview, the potential client has objectives and needs of their own, which may not always coincide smoothly with what you’re trying to get out of the interaction. Our panel of experienced attorneys will provide practical advice about how to structure client consultations to get the information you need to evaluate the legally significant issues in a potential client’s story while also assessing the interpersonal dynamics and potential red flags that may affect the client relationship going forward. The panel will explore common issues that may come up when interviewing potential clients of a different background from one’s own, such as cultural sensitivity, implicit bias, and when an interpreter is appropriate; and will also touch on trauma-informed interview techniques and how to handle the need to ask questions that may make you and/or the potential client feel uncomfortable.
This course has been approved in CA, OK, VT and IL. Please see your state's MCLE site for more information or to find out if attorneys may earn credit through reciprocity or self-submission.
Maureen T. Holland Maureen T. Holland graduated from Vermont Law School in 1989, cum laude. She is licensed to practice law in Tennessee and Vermont state courts, the U.S. District Court for Western Tennessee, the Fifth and Sixth U.S. Circuit Courts of Appeal, and the...MoreMaureen T. Holland graduated from Vermont Law School in 1989, cum laude. She is licensed to practice law in Tennessee and Vermont state courts, the U.S. District Court for Western Tennessee, the Fifth and Sixth U.S. Circuit Courts of Appeal, and the United States Supreme Court. Following law school Ms. Holland was a judicial law clerk for four State of Vermont trial courts. Later Ms. Holland was the first legal counsel to the Vermont Water Resources Board (1990–91), and Interim Executive Officer for the Board (October 1990–May 1991). Once in Memphis, she became the first Senior Federal Judicial Law Clerk to the Honorable Jon Phipps McCalla (1992–1995), then held an Associate position at Wolff Ardis (1995–1997). She is now a member and owner of Holland & Associates, PC. Her law firm represents employees/former employees in employment matters, including for discrimination, severance agreements, non-compete agreements, breach of contract, and other employment-related issues. She negotiates, litigates, and appears before state and federal courts and a number of administrative bodies. Ms. Holland practices holistic law, which places an emphasis on problem-solving. Ms. Holland also sits regularly as Special Judge in General Sessions Court for Shelby County. She is the former Chair of both the Memphis Bar Association Labor & Employment Law Section and Wellness Committee, and recently sat on the Board for the Memphis Bar Association. Ms. Holland also gained notoriety as one of the attorneys for the Tennessee plaintiffs in Obergefell v. Hodges, the United States Supreme Court case that gained recognition for same-sex marriage. Collapse
Jason Han Jason Han runs a solo law practice in Chicago focused entirely on representing individual plaintiffs in employment matters. He started his firm in 2014 with the assistance of the Chicago Bar Association's law firm incubator, the Justice Entrepreneurs...MoreJason Han runs a solo law practice in Chicago focused entirely on representing individual plaintiffs in employment matters. He started his firm in 2014 with the assistance of the Chicago Bar Association's law firm incubator, the Justice Entrepreneurs Project. Before hanging his shingle he worked as prosecutor for the State of Illinois for one year. He graduated in 2013 from the University of Illinois College of Law. Prior to law school he worked as a staff photojournalist for the Chicago Sun-Times. Collapse
June 29, 2018
Program Titles and Supporting Materials
This program contains the following components:
Initial Consultations & Client Selection: What To Ask & What To Look For - Audio
Initial Consultations & Client Selection: What To Ask & What To Look For - Paper
How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed
internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.
Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below).
If electing credit for this program, registrants in jurisdictions not listed below will receive a
Certificate of Completion that may or may not meet credit requirements in other jurisdictions.
Where applicable, credit will be only awarded to a paid registrant completing
all the requirements of the program as determined by the selected accreditation authority.