Here are some thoughts on the first client interview in a personal injury case.  This approach applies to PI attorneys who do not have "mill" type practices.

• The interview is a two way street
• Consider having a staff member attend to get a second "read" on the situation
• Go to the client if they can’t go to you
• Be aware of all the details of what you are seeing, hearing, feeling
• Ask yourself if you “like” the plaintiff then write down your very first impression even if it is not favorable
• Be conscientious of the human issues and need for privacy
• Review a detailed questionairre with the prospective client
• If the quesionairre is not completed, get very particular information at least on these issues
  • what happened exactly
  • insurance
  • pre-existing injuries and conditions
  • pre-existing strengths and weaknesses
  • social media use
  • skeletons in closet
• Determine who is controlling the decision making process
• If the incident involves more than one potential plaintiff, figure out possible conflicts of interest before you enter into a retainer with any of them.
• Don't spend so much time taking notes that you don't have time to observe.
• Tell the client that they will probably have to go over the facts again with you once you are retained
• Provide credentials in addition to website
• Encourage the asking of questions and provide answers
• Do not put money value on the case even if asked – at most give ranges but don’t provide actual numbers
• Ask for any documentation that has been collected
• Find out if the client wants to be very involved in the legal part of the case or not
• Sense if anything is being withheld or if communication seems strained
• Consider what is unspoken or not easily volunteered
• Provide reassurance and comfort
• Exhibit confidence and competence without chest beating
• Explain generally how the process works
• Introduce other members of the team
• Demonstrate a commitment to personal attention
• Review the retainer agreement and procure the client’s signature
• Or use an agreement to investigate form instead
• Procure signed medical, employment and other record releases
• In certain cases, run a background check
• If the client had previous counsel, get a signed note to allow that attorney to fully communicate with you and follow through
• Do not take a case that is too close to the statute of limitations without first talking to another attorney for a second opinion.  If you do take such a case, beware.
• Turn down any case that "smells wrong"