Why the first consultation matters
Your first meeting sets the tone for the whole matter. It’s a chance to outline your goals, understand options, and agree on the next step — not to solve everything in one go.
What to bring
- Key documents: contracts, letters, court papers, emails, photos, timelines.
- A short timeline: dates of major events (bullet points are perfect).
- Your questions: write them down to stay focused.
- ID and contact details: helps with onboarding and conflict checks.
How fees and scope are discussed
- Fee model: fixed fee, hourly, contingency (where applicable), or a hybrid.
- Scope: what’s included now, what might require a separate quote.
- Costs: filing fees, experts, couriers, transcripts — who pays and when.
- Billing rhythm: deposits/retainers, invoicing intervals, trust accounts.
What a good consultation covers
- Your objectives: the outcome you want (and by when).
- Facts vs. feelings: both matter, but facts drive strategy.
- Risks and options: best case, worst case, most likely case.
- Next actions: who does what, by when, and how you’ll communicate.
After the meeting
You should leave with:
- A written summary or engagement letter outlining scope and fees.
- A document request list (what to send and how).
- Key dates (deadlines, court dates, follow-ups).
Quick tips
- Be candid — confidentiality protects the conversation.
- Ask for plain language — your lawyer should meet you where you are.
- Confirm everything important in writing.
