Tips on Getting Started

1. Schedule an Initial Interview

• Confirm availability of instructor
• Prepare and route a calendar memo
• Send a confirming letter to the client

2. Prepare for Initial Interview

• Review referral sheet
• Review client file, if there is one
• Review relevant substantive law

3. Gather and Review Interview Material

• Interview sheet
• Client consent form
• Release form
• d. Applicable court schedules (for divorce cases)

4. Conduct Initial Interview

• Obtain relevant facts and information
• Obtain copies of all relevant documents
• Identify client goals and objectives
• Obtain consent and release forms

5. Complete Post-Interview Paperwork

• Prepare a thorough case summary
• Open a file (place all information in office administrator=s basket)
• Prepare a conflict sheet for clearance at next class or case conference
• Docket all relevant dates and deadlines

6. Conduct Preliminary Research and Investigation

• Identify all legal issues
• Identify all procedural issues
• Investigate relevant facts
• Review court files
• Review other public records
• Interview potential witnesses

7. Develop a Proposed Action Plan