INTRODUCTION

Counsel 1- Good evening Mr. x. I am …………, an associate at XYZ and this is my co-
counsel Mr………... How are you? Do you mind calling you Mr. X. I hope you are
comfortable with this virtual adaptation as there was no other way…..and not facing any
network issues. Do let me know if you face any technical glitches at any point of time.
Counsel 2- Greetings,…….. You may be wondering why two counsels are there but we
prefer to keep it that way. So if in future any one of us is not available, you can reach the
other one. I also want to inform you about the confidentiality. We assure you whatever you
discuss with us here or share will remain confidential and we have no authority to share it
with any third party without your consent and please allow us to take down  certain notes for
better understanding of your case and we assure you confidentiality of those notes as well.
We also encourage you to be as open as possible and tell us the issue. Regarding the non-
disclosure agreement, we will mail you as soon as this session gets over.

Counsel 1 : Before we start, there is some briefing that we need to tell you so that this
session runs smoothly. Is that okay? Mr. X. our secretary must have told you that we charge
Rs. ……. For this session. And if you choose to retain us, our secretary will let you know the
modalities related to the fees for future sessions.
(If the client says that he can’t pay then We run a free legal aid/ pro-bono program where
clients get a fee cut but for that, you need to fulfill certain criteria and submit relevant
documents which would be examined by the firm. Money is not a sole consideration of the
firm rather goodwill and reputation are what we consider most).
Counsel 2 - Mr. X let me take you just through a brief run-through of what we would expect
in this session so that there are no jump cases for you. So please be calm and comfortable and
open to the whole process. We will ask some questions but please don’t withhold even minor
details. Please be open as far as possible. At the end, we will try to tell you about the possible
remedies that u can get and try to suggest the best possible solution. Does it make sense to u?
So please tell us what brought you here today.
Client- Facts of the issue
Counsel 1 and 2 - Both counsels will then try to make the client reveal more and more facts
Counsel 2- If i could just summarise whatever you have said and you can fill the gaps if i
miss something.

Counsel 1: Before discussing about the legal recourse, I just request you to ponder about and
recall if their something else if we know we can do better, sth that needs to be brought to
notice and attention so that we can incorporate.

. Find out the legal and non-legal issues involved. Tell the client about the strengths and
weaknesses of the case.
Ask for his priorities like monetary compensation etc. Tell the possible remedies which are
feasible and which are not. Ask him does he consider what you suggested as the best option?
Conclude the Interview:
Counsel 2 : It may not be possible for us to figure out the exact remedy in one meeting, we
can very well schedule the next meeting. We have everything related to your case and you
also have information about the firm and if you feel that the firm can be a suitable
representative for your case, you can very well email the firm about the same. We will be the
ones who will primarily handle the case and if there will be any development and change in
the circumstance of the case, you can very well connect with us at any point of time whether
day or night.
Counsel 1 : We are sending you the link to the retainer form, whenever you feel suitable,
you can fill the form and send it back to the firm. In case you feel that the firm should not
represent him and you do not choose to retain the firm, you will be entitled to all the
documents related to the case and the research till that point in time. However, the personal
notes of the counsel shall not be available to you. Is there any final clarification you want?