Seminar ID

ON-2025-12-11

Date and time

Thursday, December 11, 2025 at 13:00 EST see it in calendar

Attendance

• webinar
• recording

Languages

• in English

CPD hours

Venue

Webinar
Capacity: 150

Description

Part 1: Where to begin? H&C: Yes or no?

Legal basis of H&C

·       A25

·       Eligibility, admissibility, exclusion

Initial consultation: Always paid – fixed rate (preferably recorded after signing the ICA – privacy concerns)

·       Introducing the Initial Consultation Agreement

·       Collecting the fee

·       Opening a case

·       Verifying client’s identity (taking copies of passport or personal ID accepted in Canada)

·       Asking the right questions, digging for information, assessing the merits of the case

·       Follow-up questions, gaining a deep insight into the client’s motivations, agenda, assessing the credibility

·       Request for supporting documentation      

·       Request for a meeting with family members

Managing the client:

·       If the case shows merits:

o   Explaining the principles of H&C, burden of proof, credibility

o   Risks vs. benefits

o   Approximate cost of representation

o   Approximate cost of medical exams, translations, affidavits, obtaining additional documents, etc.

o   Recommended next steps based on the assessment

o   Introducing the Retainer Agreement

·       If the case does not show merits:

o   Explaining the principles of H&C, burden of proof, credibility

o   Risks of going forward, consequences of misrepresentation

o   Noting the reasons for not accepting the case in writing

o   Client signs the notes and keeps a copy of the case notes

Exercise

Introducing a client with basic information. Attendees will ask their own questions to gather information before deciding whether to accept the client or not.

Questions and answers will be noted on a whiteboard for all to see