The two most crucial steps in the process are the initial contact and screening and the interview with the attorney. 1 Advising or Assisting the Violation of Law Rule 1.3 Diligence Rule 1.4 Communication with Clients Rule 1.4.Accordingly, an attorney-client relationship does NOT exist until after a successful conflict check is performed. Lawyer Referral Service. Click "More" to fill out the Client Referral form and receive legal assistance. MORE. CLE. A good attorneyclient relationship is a twoway street. Ideally, both parties work together to achieve the best possible outcome. Formation of an attorney-client relationship. The attorney-client relationship comes to a natural conclusion when the lawyer has completed the services for which he was employed. Formation of an attorney-client relationship.