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If the information is prepared off-site, arrange for an office appointment to review the information with the client prior to discussing it with the attorney
If time permits, merely give the forms to the client to complete the information within the privacy of the client's home
Legal Assistant's Role in Interviewing a Client
Help the client complete the initial bankruptcy forms, and ensure that all pertinent information regarding the client's assets and liabilities is at hand
Compile data
Attend the initial conference between the client and attorney
Role of the Legal Assistant in Interviewing a Client
