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The client interview usually begins with the attorney, who then turns the client over to the paralegal for more comprehensive fact gathering. This initial interview, called the intake interview is followed by a follow-up interview. The purpose of the intake interview is to identify the client’s problem and gather sufficient information to enable the attorney to seek a solution on behalf of the client. The follow-up interview is intended to make sure certain things have been done or to decide another way or a further way to proceed in the matter.
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