Which activity is typically performed during a client intake interview?

Which activity is typically performed during a client intake interview?

• A. Drafting a final contract.
• B. Performing a conflicts check and gathering facts.
• C. Filing a lawsuit.
• D. Speaking with the opposition.

Answer: (B)

The main point of a client intake interview is to gather essential information and run a conflicts check before taking on a matter. This involves collecting the client's identity, the basics of the legal issue, the key facts and timeline, involved parties, and any prior representations. Running a conflicts check ensures there’s no ethical problem in representing the client, such as a conflict with current or former clients, or with someone connected to the matter. This step confirms whether the firm can ethically represent the client and helps determine the feasibility and scope of engagement. Because the intake lays the groundwork for the relationship, it also helps establish practical next steps—like discussing engagement terms, fees, and what the client hopes to achieve. Tasks such as drafting a final contract, filing a lawsuit, or initiating communications with the opposition typically occur later in the process, after representation is confirmed and a strategy is underway.

The main point of a client intake interview is to gather essential information and run a conflicts check before taking on a matter. This involves collecting the client's identity, the basics of the legal issue, the key facts and timeline, involved parties, and any prior representations. Running a conflicts check ensures there’s no ethical problem in representing the client, such as a conflict with current or former clients, or with someone connected to the matter. This step confirms whether the firm can ethically represent the client and helps determine the feasibility and scope of engagement.

Because the intake lays the groundwork for the relationship, it also helps establish practical next steps—like discussing engagement terms, fees, and what the client hopes to achieve. Tasks such as drafting a final contract, filing a lawsuit, or initiating communications with the opposition typically occur later in the process, after representation is confirmed and a strategy is underway.