After every initial meeting, I send the prospective client an intake form that asks for general information about the clients' family as well as their assets and liabilities.  I also scheduled a time for our next meeting - the strategy session, where we dig into the information provided by the client on the data form.  Scheduling the next meeting ensures that the client's work/project keeps moving forward and they know exactly when we will be meeting next and what will be discussed at that meeting.