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It specifies that candidates should take full instructions, avoid providing detailed fee and disbursement figures, and produce a complete attendance note and case analysis covering facts, initial legal analysis, advice, action plan, and any professional conduct issues. A client email outlines the property’s rental history, the good sale price, and requests next steps and whether forms are needed.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/sls-prop-interviewing-build-1-instructions-client-interview-and-attendance-note/339909/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/sls-prop-interviewing-build-1-instructions-client-interview-and-attendance-note/339909.png","ImageObject",300,407,{"name":92,"@type":93},"Olivia Brown","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-27","2026-09-21",true,{"@type":102,"interactionType":103,"userInteractionCount":29},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is the purpose of the client interview described in the document?","Question",{"text":112,"@type":113},"The interview is for taking full instructions from the client regarding the sale of the property at 89 Kempston Avenue.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"Are candidates required to provide details of the firm’s charges and disbursements during the interview?",{"text":117,"@type":113},"No. Candidates will not be required to give details of charges and disbursements, other than mentioning that a client care letter will be sent.",{"name":119,"@type":110,"acceptedAnswer":120},"What should the attendance note and case analysis include?",{"text":121,"@type":113},"It should cover the facts, initial legal analysis, advice to the client, action plan, and any professional conduct issues arising, including any issues the client raises.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},339909,1790453963,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":29,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":14,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":24,"preview_page_count":4},16904993612988,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","PROPERTY PRACTICE: CLIENT INTERVIEW AND ATTENDANCE NOTE BUILD ACTIVITY 1  \nEmail to candidate  \n\n| From: | Secretary |\n| --- | --- |\n| Sent: | Today’s date |\n| To: | Candidate |\n| Subject: | Jessica Okello – sale of property at 89 Kempston Avenue |\n\nI have received an email from a client for whom the firm has acted before, Jessica Okello. I attach a copy of the email. You will see that she wants to instruct the firm to carry out the work to deal with the sale of a property which she owns.  \nThe client is coming in to see you to discuss the sale. Please take full instructions regarding the sale. At the interview, you will not need to provide details of the firm’s charges and disbursements.  \nYour supervising solicitor is likely to take this file over so please be sure to write a full  \nattendance note and case analysis. Your attendance note should cover all the usual matters: the facts, initial legal analysis, advice to the client, action plan and any professional conduct issues that arise. Of course, if the client raises any particular issues with you, make sure the attendance note covers them.  \nThanks, Secretary  \nNote to candidates:  \nYou will not be required to give details about your firm’s charges and disbursements, other than to mention that a client care letter will be sent to the client.  \nAttachment: Email from client  \n\n| From: | Jessica Okello |\n| --- | --- |\n| Sent: | Yesterday’s date |\n| To: | Secretary of the firm |\n| Subject: | Sale of 89 Kempston Avenue |\n\nHi  \nI hope that you are keeping well. You may recall that you acted for me a few years ago when I bought the above property.  \nSince the purchase, I always let it out to tenants and the tenants have moved out now. I am really pleased that the estate agent has got a good price for the property, so I am really keen for this matter to proceed quickly!  \nThe estate agent has told me that a first-time buyer is purchasing the property.  \nI definitely want you to act on this matter – can you let me know in outline what are the next steps to progress the sale and whether I have to fill in any forms?  \nI look forward to hearing from you.  \nKind regards  \nJessica","cbCaifBlqxZzkOLQ","https://ap.wps.com/l/cbCaifBlqxZzkOLQ","pdf",105452,"English","# Email to candidate\n## Interview instructions\n## Candidate note to candidates\n## Attachment: Email from client\n### Client background and tenant history\n### Request for next steps and forms","[{\"question\":\"What is the purpose of the client interview described in the document?\",\"answer\":\"The interview is for taking full instructions from the client regarding the sale of the property at 89 Kempston Avenue.\"},{\"question\":\"Are candidates required to provide details of the firm’s charges and disbursements during the interview?\",\"answer\":\"No. Candidates will not be required to give details of charges and disbursements, other than mentioning that a client care letter will be sent.\"},{\"question\":\"What should the attendance note and case analysis include?\",\"answer\":\"It should cover the facts, initial legal analysis, advice to the client, action plan, and any professional conduct issues arising, including any issues the client raises.\"}]","SLS PROP interviewing build 1 instructions - Client Interview and Attendance Note | PDF",1790033034]