INTERVIEWING AND ADVISING: EXAMPLE SCRIPT 1
Introduction: Problem Identification
Good morning I’m NAME. Handshake. Thank you for coming to see me today NAME.
To introduce myself fully, I’m an Assistant Solicitor in the commercial team at Price Prior.
I’d like to start by explaining just briefly how this meeting will run. I’ll begin by asking for your contact details
and then I’ll ask you to run me through the problem you’ve come to discuss today. I’ll then move on to ask
some questions to fill in any gaps before moving on to advising you. We’ll then agree on any action either of us
needs to take following today’s meeting.
I’d like to begin by reassuring you there will be no charge for today’s meeting.
Could you please give me your full name and address? Thank you, and could I have your email address and
contact number?
Could you begin by telling me briefly why you’ve come to see me today?
Thank you, so your main concerns are [SUMMARISE] and your main goals are [SUMMARISE].
History: Client’s Overview
Thank you, if you could now give me the full background of the problem starting with the transaction itself
and the circumstances surrounding claim right up until the position as it is today please, and I’ll take some
notes.
So, to summarise, you [FACTS] and your main concerns today are, [MAIN CONCERNS].
Do you have anything else you’d like to add before I go on to ask you some questions?
Questions
1. Documents? – board minutes, claim form, correspondence
2. Challenge already been made by liquidator / administrator?
3. Transaction
a. Undervalue?
b. Intention to save?
c. Took place?
d. Already in administration or anticipate?
e. Insolvent at the time / as a result?
4. Other party known to you? Director, spouse, business partner, employee, trustee, controller?
So just to recap, what you’re most concerned about is [SUMMARISE POSITION]. Is that correct?
Advising
Thank you. I’m going to begin by setting out the basic legal position and then I’ll talk you through what options
there are to take the matter forward.
What we’re looking at here is a potential transaction at an undervalue. As the transaction was made [ as a gift /
for significantly less than it was actually worth] a [liquidator / administrator] could bring a claim through the
Introduction: Problem Identification
Good morning I’m NAME. Handshake. Thank you for coming to see me today NAME.
To introduce myself fully, I’m an Assistant Solicitor in the commercial team at Price Prior.
I’d like to start by explaining just briefly how this meeting will run. I’ll begin by asking for your contact details
and then I’ll ask you to run me through the problem you’ve come to discuss today. I’ll then move on to ask
some questions to fill in any gaps before moving on to advising you. We’ll then agree on any action either of us
needs to take following today’s meeting.
I’d like to begin by reassuring you there will be no charge for today’s meeting.
Could you please give me your full name and address? Thank you, and could I have your email address and
contact number?
Could you begin by telling me briefly why you’ve come to see me today?
Thank you, so your main concerns are [SUMMARISE] and your main goals are [SUMMARISE].
History: Client’s Overview
Thank you, if you could now give me the full background of the problem starting with the transaction itself
and the circumstances surrounding claim right up until the position as it is today please, and I’ll take some
notes.
So, to summarise, you [FACTS] and your main concerns today are, [MAIN CONCERNS].
Do you have anything else you’d like to add before I go on to ask you some questions?
Questions
1. Documents? – board minutes, claim form, correspondence
2. Challenge already been made by liquidator / administrator?
3. Transaction
a. Undervalue?
b. Intention to save?
c. Took place?
d. Already in administration or anticipate?
e. Insolvent at the time / as a result?
4. Other party known to you? Director, spouse, business partner, employee, trustee, controller?
So just to recap, what you’re most concerned about is [SUMMARISE POSITION]. Is that correct?
Advising
Thank you. I’m going to begin by setting out the basic legal position and then I’ll talk you through what options
there are to take the matter forward.
What we’re looking at here is a potential transaction at an undervalue. As the transaction was made [ as a gift /
for significantly less than it was actually worth] a [liquidator / administrator] could bring a claim through the
