Client Communication & Interviews Flashcards

A paralegal working on a family law matter interviews a minor child to gather factual information. Which precaution is most critical?

Answer: Ensuring the supervising attorney has authorized the interview and appropriate adults are present

Interviewing minors requires attorney supervision and adherence to ethical and legal protections for vulnerable populations.

Which of the following best describes 'active listening' in the context of a client interview?

Answer: Giving full attention, reflecting back what is heard, and clarifying ambiguities

Active listening involves full engagement, reflection, and clarification to ensure accurate understanding of the client's account.

A former client calls asking the paralegal to provide a copy of their old file. The paralegal should:

Answer: Verify identity, consult the attorney, and follow office procedures for file release

File release requires identity verification and attorney direction to comply with confidentiality and file retention rules.

During intake, a prospective client reveals they are involved in ongoing criminal activity unrelated to the matter for which they seek representation. The paralegal should:

Answer: Inform the supervising attorney and refrain from taking further action without guidance

The paralegal must escalate to the supervising attorney, who will evaluate disclosure obligations under the applicable rules of professional conduct.

A client insists that the paralegal keep a secret from the supervising attorney during the course of representation. The paralegal should:

Answer: Explain that the paralegal cannot withhold material information from the supervising attorney

Paralegals are supervised professionals and cannot withhold case-relevant information from their supervising attorney.

What is the primary purpose of sending a 'follow-up letter' to a client after an initial interview?

Answer: To confirm facts discussed, identify outstanding documents needed, and set next steps

Follow-up letters memorialize the interview, reduce misunderstandings, and create a record of agreed next steps.

A paralegal realizes mid-interview that the client's matter involves a conflict of interest with another firm client. The correct immediate action is to:

Answer: Stop the interview, avoid gathering further confidential information, and notify the supervising attorney immediately

Gathering additional confidential information after discovering a conflict can deepen the conflict and harm both clients; the attorney must resolve it before proceeding.