Brief summary of facts

Question 1

Brief summary of facts

Answer 1

Very well, I think I have all that I need. Please just give me a few moments to jot down all the information you’ve given me.

Thank-you, I’m now going to briefly summarise to you the facts you have just given me, to make sure I’ve got everything correct. Please let me know If I’ve missed anything or if there’s any information needs correcting.

[Set out the information the client has given you]

First you would like to know [set out the clients first query]

You would also like to know [set out the clients other queries]

Is this all correct? [wait for answer]

And do you have any other queries?