Question 1
As a paralegal, you listen to a client's story, apply your knowledge and judgement to that story and then give the client your opinion about what you think the client should do to protect his or her rights and obligations. This is an example of:
◦ UPL
◦ Giving an opinion
◦ A non-legal discussion
◦ Appropriate legal advice
Question 2
If a paralegal meeting with a client, is asked a legal or legally-oriented question by the client, which of the following is an appropriate response?
◦ Clearly state that you are not an attorney, but offer an opinion
◦ State, "I will have Mr. Jones (the attorney) speak with you about that"
◦ Answer the question, and then let the attorney know
◦ Pretend you didn't hear the question, and ignore it
To increase pressure using body weight, lean on your client.
Sample client goals from the Wellness Massage Pyramid.
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