Behind the Scenes Part III: What really happens at the initial client meeting

I am not permitted to take intake notes from the potential client. My staff has prohibited it. After all, they are the ones who have to read it - - and they can’t, ever, read my writing. A legal assistant or paralegal will next greet you and direct you to a small meeting room where they will gather all the necessary information so that myself – or another lawyer – can assess your situation and determine whether you have a case that our office is willing to handle.