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Essential Strategies and Tips for First Client Meetings

By William J. Price

The first meeting between an attorney and their client is a pivotal moment in the attorney-client relationship. Having a well-thought-out plan in place is crucial for ensuring a smooth start and setting the stage for effective collaboration. This initial meeting serves as an opportunity for lawyers to gather essential information about the client’s legal issue, establish the boundaries of their working relationship, and address any concerns or questions the client may have about the case’s potential outcomes.

For many clients, this is their first experience with legal representation, and they may need to grasp how the attorney-client relationship operates entirely. It’s during this initial encounter that attorneys can manage expectations and provide a clear overview of the legal representation process.

Whether you’re a seasoned attorney or just starting, here are five valuable tips to help you conduct a successful first meeting with your client.