SKILL ROADMAP 18 · CORE LEGAL SKILLS
Client Interviewing
Preparation → Listening → Fact gathering → Advice → Follow up
Track your progress
- This roadmap has 5 steps, 5 checkpoints and 2 projects.
- Open the interactive version to tick checkpoints and projects. Your progress is saved in your browser.
1 What this path is
Client interviewing is the skill of meeting a client, understanding their problem, gathering facts and taking clear instructions.
2 Who this path may suit
Litigators, legal aid lawyers, family lawyers, in-house counsel and anyone who advises people directly.
3 The roadmap, step by step
- Prepare.
Learn: to review documents beforehand and plan your questions.
Practise: by preparing a question list for an imaginary client. - Listen.
Learn: to let the client tell their story without interrupting.
Practise: by role playing as both lawyer and client. - Gather facts carefully.
Learn: to ask open questions first and then precise ones, and to note dates, documents and witnesses.
Practise: by building a chronology from a role play interview. - Explain options and take instructions.
Learn: to explain options honestly, including risks and costs.
Practise: by giving advice in a role play and confirming instructions in writing. - Handle ethics and sensitivity.
Learn: confidentiality, conflicts of interest and how to speak with vulnerable clients.
Practise: at a legal aid clinic under supervision.
4 Your levels and checkpoints
Beginner level
- Prepare a question list and take accurate notes
Intermediate level
- Conduct a full interview in a role play
- Build a chronology from the interview
Advanced level
- Interview real clients under supervision
- Handle sensitive situations with care
Advanced professional level
Clients trust you, and you gather complete facts efficiently.
These checklists are for honest self assessment. They are not an official certification.
5 Build these projects
- An interview plan, notes and follow up letter from a role play
- A client counselling competition entry
6 Internship direction
Legal aid clinics, chambers and NGOs give you real client contact.
7 Portfolio evidence
Role play materials and competition records, never real client details.
8 Common mistakes
- Interrupting the client
- Promising outcomes you cannot guarantee