Client Interviewing & Attendance Notes Flashcards
6 cards from real SQE2 practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 Client Interviewing & Attendance Notes flashcards as text
During a client interview, which skill is most important for establishing trust at the outset?
Answer: Active listening and acknowledging the client's concerns
Active listening, including appropriate eye contact, paraphrasing and acknowledging emotions, builds rapport and ensures the client feels heard from the start.
An attendance note must be completed:
Answer: As contemporaneously as possible after the meeting
Attendance notes should be made as soon as practicable after a meeting so that the record is accurate and complete, protecting both the firm and the client.
When a client presents a complex problem in an interview, the solicitor should first:
Answer: Allow the client to explain the problem fully without interruption
Letting the client tell their story uninterrupted ensures a complete factual picture is gathered and avoids missing key information through premature legal analysis.
Which of the following is NOT a requirement of a valid client care letter under the SRA Code of Conduct?
Answer: Name of the supervising partner
The SRA Code requires information about costs, the complaints procedure and the responsible person, but does not mandate the name of a supervising partner.
The key purpose of an attendance note in contentious matters is to:
Answer: Create a contemporaneous record of instructions and advice given
In contentious matters attendance notes are vital to evidence the instructions received, advice given and key decisions, protecting the firm if a professional negligence claim arises.
When a client discloses information suggesting they intend to commit a future crime, the solicitor should:
Answer: Advise against the course of conduct and consider ceasing to act
A solicitor must not assist a client in unlawful activity; the solicitor should advise strongly against it and, if the client persists, withdraw from the retainer.