In the initial client interview, conducted with the attorney, ...

[Haya94]

In the initial client interview, conducted with the attorney, which of the following is not a goal?
 
  a. Establishing an attorney/client relationship of trust
  b. Providing the client with enough funds to meet that week's bills
  c. Creating a representation agreement, setting up fees and payment plans
  d. Introducing you, the paralegal, and other staff members who may be working on the case, and explaining their roles

Question 2

The purpose of a financial worksheet is not:
 
  a. To identify the client's income and assets.
  b. To determine how assets are held or titled.
  c. To identify the client's expenses and liabilities.
  d. To give the client something to do while waiting for a trial date.

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Answer to Question 1

b

Answer to Question 2

d

[Haya94]

Gracias!

[coreycathey]

Excellent