Answer to Question 1
During an initial client interview, the client explains his legal problem so that the attorney can advise the client on possible legal options and the fees that may be involved. Also, the client and the attorney will agree on the terms of representation should the attorney decide to take the case. Although the attorney normally conducts the initial client interview, the paralegal often attends.
The paralegal's role is to observe the client, take notes on what the client is saying, provide the client with forms and statements explaining the firm's fees, and provide the client with other prepared information. After the interview, the paralegal and the attorney often compare their impressions of the client and what the client said during the interview. Paralegals should make sure that if the supervising attorney does not
indicate the paralegal's nonattorney status to the client, the paralegal does so.
Answer to Question 2
Information stated at the beginning of a digitally recorded interview should include:
The name of the person being interviewed and other relevant personal information about the interviewee.
The name and position of the person conducting the interview.
The names of any other individuals present.
The date, place, and time of the interview.
The fact that you are recording the interview and have the consent of those being recorded.
If several tapes are used, repeat this information for each subsequent tape.
Client position when assessing jugular vein distention.
A physician is performing a colonoscopy on a client and viewing the internal structures of the colon
Weber test: Place the base of the tuning fork on top of the client’s head.
Example of simplified note for one-time client.
Positioning the client