An estate planning client, for example, could fill out a questionnaire on the lawyer's website, generating a template the lawyer can discuss with the client during an initial phone meeting or video-conference--cutting down on the time and cost of both the client interview
and the drafting process.
It's a remark from in-house counsel to which Steve Boutwell, director of client services at Kean Miller, has grown accustomed since launching his firm's client interview
program in 2007.
variables were entered into the model as continuous variables.
During your client interview
process, be aware if your client can't answer simple questions.
Part 1 applies to all estate planning and any size of estate, with coverage of ethical issues, the client interview
, and drafting estate-planning documents.
I have a good rule of thumb for the initial client interview
The first reviewed questions for the client interviews
, and the second examined findings drawn from the client interview
data in order to identify any required changes to practice.
Whether it's sitting in on a client interview
, or conference with counsel, or just shadowing the solicitor in their day-to-day work, students find it hugely rewarding.
Much of the information can be obtained at the client interview
and verified later through other interviews.
Because of the invaluable role food stamp directors play in serving low-income individuals, they are urged to participate in the client interview
Couple the teleunderwriting process with an imaging workflow process and a purpose-built underwriting decision engine, and the teleunderwriter call directly feed the engine detailed and accurate information from the client interview
The providers indicated that they then went on to talk to the client about contraception, as part of a separate component of the client interview