Title: Gather client information.
Course: Legal Administration (12008-36) > Section: Conducting Client Services

Gathering of information should include

- adhering to internal guidelines set for referrals
- addressing the client professionally
- obtaining the client’s identifying information (e.g., full name, address, contact numbers)
- obtaining second contact information (e.g., friend, relative not living in the household)
- obtaining required demographic information
- obtaining information required to complete forms for non-litigation and litigation matters
- adhering to legal guidelines and client confidentiality
- confirming client’s preference for method of contact (e.g., email, phone, text)
- completing forms required for the client's file
- demonstrating an awareness of diverse cultural and language aspects.