What is typically the first step taken when dealing with a conflict with a client?

The first step in addressing a conflict with a client is often to screen the client. This involves assessing and clarifying the client's situation, needs, and expectations. Through this process, the lawyer gathers pertinent information that can help identify the root causes of the conflict. Screening allows for an open discussion about the client's concerns, facilitating a better understanding of their perspective and ensuring that the attorney-client relationship is based on clear and realistic expectations.

By performing this initial screening, the attorney can determine if the conflict arises from misunderstandings, miscommunications, or possibly breach of the attorney-client agreement. This proactive approach can also provide an opportunity to explore possible resolutions before escalating the matter further, whether through negotiation or mediation. Understanding the client's viewpoint and the specifics of the disagreement is crucial in resolving conflicts effectively and maintaining a constructive attorney-client relationship.

Addressing conflicts through mediation, seeking advice from another lawyer, or moving forward with legal documentation are typically subsequent steps that may follow if the initial screening does not resolve the issue.