Gather client information.

Gathering of information should include

• 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.