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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

  1. Prepare.
    Learn: to review documents beforehand and plan your questions.
    Practise: by preparing a question list for an imaginary client.
  2. Listen.
    Learn: to let the client tell their story without interrupting.
    Practise: by role playing as both lawyer and client.
  3. 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.
  4. 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.
  5. 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

  1. An interview plan, notes and follow up letter from a role play
  2. 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

9 Go deeper

Internship Guidebook

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