Description
Start stronger, more intentional attorney-client conversations. The Attorney-Client Onboarding Communication Builder is a structured Excel tool designed to help attorneys explore each client’s communication preferences, concerns, decision-making needs, and desired level of involvement right from the start.
Whether you select a framework-based observation to generate neutral, client-centered questions or use the included universal questions, this workbook helps you document preferences, follow-up needs, and notes seamlessly in one organized place without recording any facial features.
What's Included:
65 structured communication prompts
Primary and follow-up client questions
Universal communication questions
Fully editable fields for client name, attorney, date, and matter
Built-in ethics review and attorney-use guidance
Protected formulas and easy-to-use dropdown menus
Quick-start instructions & a how-to video link
Important Note: The facial-feature framework included is a traditional cultural and symbolic concept, not a scientifically validated assessment method. This workbook does not determine personality, credibility, capacity, intent, legal position, or likely behavior. The client’s stated answers always control.
Format: Microsoft Excel workbook (Digital Download)