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my best advice for meeting clients for the first time would be to meet them in person have them come to your office so that you can introduce them to people or take a photo copy of their drivers license have them fill out some information so that you can begin accumulating a file on them it's best practices or you should maybe establish a company policy to ensure that the people that you're meeting for the first time should be met in a specific fashion and registered with your office in some way in this day and age it's not uncommon for the public to be asked that they provide identification so in terms of fair housing you just want to make sure that you're doing the same thing for one person that you're doing for all of them so any type of registration policy that you have in your office should be conducted on an equal basis to any and all customers potentially your office policy might be to have them fill out a customer information form and photocopy the driver's license and also get

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