Client interview and investigation

• Author: Jim Wren/Laura Brown
• Pages: 103-130

CLIENT INTERVIEW

5-1

CHAPTER 5

CLIENT INTERVIEW

AND INVESTIGATION

I. GENERAL POINTS

§5:01 Choose Cases Carefully

§5:02 Scope of this Chapter

§5:03 Develop the Damages From the Beginning

§5:04 Understand Damage Elements and Types of Proof

§5:05 Basic Screening Steps

§5:06 The Initial Phone Screening

§5:07 Use of a Written Questionnaire

§5:08 Preparation for the Initial Client Meeting

§5:09 The Initial Client Meeting

§5:10 Evaluating the Rudimentary Damages Model

§5:11 The Explanation Is as Important as the Number

§5:12 Spend Time With Your Client

II. PERSONAL INJURY CASES

§5:20 The Initial Phone Screening

§5:21 The Questionnaire

§5:22 The Initial Client Meeting

§5:23 Sample Initial Damages Model

III. WRONGFUL DEATH CASES

§5:30 The Initial Phone Screening

§5:31 The Questionnaire

§5:32 The Initial Client Meeting

§5:33 Sample Initial Damages Model

IV. BUSINESS INJURY CASES

§5:40 General Points

§5:41 The Initial Phone Screening

§5:42 The Questionnaire

§5:43 The Initial Client Meeting

§5:44 Sample Initial Damages Model

V. REAL PROPERTY DAMAGE CASES

§5:50 General Points

§5:51 The Initial Phone Screening

CLIENT INTERVIEW

Proving Damages to the Jury 5-2

§5:52 The Questionnaire

§5:53 The Initial Client Meeting

§5:54 Sample Initial Damages Model

VI. EMPLOYMENT CASES

§5:60 General Points

§5:61 The Initial Phone Screening

§5:62 The Questionnaire

§5:63 The Initial Client Meeting

§5:64 Sample Initial Damages Model

VII. INITIATING THE DAMAGES INVESTIGATION

§5:70 The Solvency of the Defendant

§5:71 Insurance Coverage

§5:72 Key Damages Documents

VIII. FORMS & SAMPLES

5-1 Personal Injury Case Questionnaire

5-2 Wrongful Death Case Questionnaire

5-3 Business Injury Case Questionnaire

5-4 Real Property Case Questionnaire

5-5 Employment Case Questionnaire

5-6 HIPAA Medical Records Release Form

5-7 Employee Personnel Records Release Form

5-8 Student Educational Records Release Form