Client Interview

These notes provide a practical framework for conducting structured and effective client interviews in SQE2. The guide sets out a clear interview structure, ensuring you can gather relevant facts, demonstrate strong client care and efficiently progress the conversation within the exam time limit.

The notes also include scenario-specific question prompts for common property and probate interview situations, helping candidates identify the key information required in each context. In addition, a structured template for drafting the attendance note is included, enabling you to record advice and instructions clearly and professionally after the interview.