If at any time a client does not wish to continue an intake, the paralegal
must respect this. This may be because the client becomes concerned
about divulging certain information. For example, surveyed projects
reported that undocumented street children involved in crime who fear
giving fingerprints during ID document applications often end intake
interviews before they are finished. If this happens often, it may mean
that outreach efforts should be improved or increased or that you should
conduct advocacy for a tailored approach with authorities.
PARALEGALS SHOULD
Your project may develop a variety of forms to use during first contact
with clients, such as:
FAMILY. PARALEGAL
• Sign-up sheets for consultations (for use during group activities)
• Registration form (for initial screening prior to intakes with selected
clients)
DO THINGS IN LINE
WITH CULTURAL NORMS
THAT PUT PEOPLE AT
EASE, SUCH AS ASKING
AFTER THE CLIENT’S
PROJECTS OFTEN USE A
COMFORTABLE, PRIVATE
ROOM FOR INTAKE.
• Reception form (for the waiting room; may invite clients to indicate
requests such as gender preference of interviewer/interpreter)
• Detailed intake interview or case form (for use during intake and for
later updates throughout the case’s progress).
Even if paralegals will not handle a particular client’s case, an intake may
still be conducted to provide advice, involve the client—and their case
information—in further advocacy objectives, or join a strategic litigation
case. Paralegals must clearly communicate that the project will use client
data in this way and obtain consent. When data is kept for a long period,
as may occur during litigation before higher courts, projects must followup with minor clients who become adults. At this time they must give their
informed consent regarding the continued use of their personal information.
Analysis of intake information
Well-constructed intake questionnaires can greatly assist paralegals
in analyzing cases and deciding the appropriate course of action. Some
case management software may even automate case categorization and
instructions for next steps, based on the answers to particular questions.
Intake forms may include a section for the paralegal to summarize the key
element of the case and indicate the action to be taken; depending on the
context, these may serve just as a record of the paralegal’s activity, or they
may be the basis of internal discussions regarding the next steps for a case.
ee 5.3 Collecting, Managing, and Using Data for advice on
S
developing case intake forms to facilitate intake, and discussion of
structuring data collection to enable statistical analysis.
Paralegals often improve at identifying the main issue in a case over
time and with practice. In many contexts, client stories will reflect
long and convoluted administrative processes and attempts to obtain
documentation or be recognized as a citizen. Clients may be living with
trauma and psychological distress that may impact the way they explain
their stories, which requires sensitivity on the part of the paralegal
DISCRIMINATION
EMPOWERMENT
SUSTAINABILITY
DATA
RELATED RESOURCES
(EXTERNAL)
RELATED SECTIONS
(WITHIN)
A C O M M U N I T Y- B A S E D P R A C T I T I O N E R ’ S G U I D E : D O C U M E N T I N G C I T I Z E N S H I P A N D OT H E R F O R M S O F L E G A L I D E N T I T Y
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