Client intake and investigation of claims

• Author: Cathy Ventrell-Monsees
• Pages: 81-94

CLIENT INTAKE AND

INVESTIGATION OF CLAIMS

2-1

CHAPTER 2

CLIENT INTAKE AND

INVESTIGATION OF CLAIMS

I. TELEPHONE SCREENING INTERVIEW

§2:10 Guiding Principles

§2:20 Initial Areas of Inquiry

§2:30 Concluding the Screening Interview

§2:30.10 Schedule In-Person Consultation; Require a Fee

§2:30.20 Help the Potential Client to Prepare for In-Person Consultation

II. IN-PERSON INTERVIEW

§2:40 Goals

§2:50 Questions to Ask Potential Client

§2:50.10 General Client Information

§2:50.20 General Employer Information

§2:50.30 Employee’s Employment History and Evidence of Age Discrimination

§2:50.40 Exhaustion of Administrative Remedies

§2:50.50 Damages

§2:50.60 Specif‌ic Topics or Areas of Discrimination Often Overlooked During Intake

§2:50.60.10 Compensation Discrimination

§2:50.60.20 Employee Benef‌its Issues

§2:50.60.30 Retaliation Issues

§2:50.60.40 Age Harassment

§2:60 Potential Employer Defenses and Responses

§2:60.10 Defenses

§2:60.20 Anticipating Employer Responses

§2:70 Special Questions for Reduction-in-Force Claims

§2:70.10 Questions For Your Client

§2:70.20 Questions for Your Analysis of the RIF

III. FORMS

Form 001 Intake Questionnaire

Form 002 Letter re: Notice of Claims and Evidence Preservation