how to have a telephone meeting with their lawyer

If your lawyer is open to telephone conversations, then ask when is the best time to call. Many lawyers are busy all day, especially if they have to go into court often. It can be hard to reach a lawyer unless you get a general sense of their schedule. Also ask who you should call if you have an absolute emergency. 3 Meet the lawyer’s staff.

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How do I Manage my meetings with my lawyer?

That way they don't waste precious time reading them with you in the room during your meeting. Ahmed suggested setting up short, 15-20 minute meetings with your lawyer every month, or on a schedule that you and your lawyer agree on. Then you can call and follow-up on a schedule without worrying you're being a distraction.

How do I communicate with my lawyer?

Much of your communication may be with the lawyer’s staff. You should ask the lawyer who on the staff you will communicate with. Also ask to meet this person. For example, the lawyer may have a case manager who is in charge of most communication. Meet that person, and ask them what their best method of communication is.

What happens at the first meeting with a lawyer?

This is a first meeting between you and the lawyer to help you both decide whether you want to work together in an attorney-client relationship. At this point, you are both checking each other out, and getting information and advice that can help you with your case regardless of whether you hire that lawyer or any other one.

When should you contact a lawyer?

For example, if you're being mistreated at work and want to know what your rights are, or you've been a victim of fraud or theft, speaking to a lawyer is a good idea even if nothing comes of it. Similarly, consult with a lawyer if you have a brilliant idea and want to make sure it's not stolen, or want to start your own business.

How do you start a conversation with a lawyer?

Tips for Talking to an AttorneyAlways be as honest and candid as possible about the facts of your case. ... Ask questions if you don't understand something that your attorney mentions or explains to you.Approach an attorney about your case as soon as you think you may need one.More items...•

How do you address an attorney on a phone?

Professional Correspondence. Address an attorney as "Mr." or "Ms." in most contexts. In the salutation for a letter or email, address an attorney the same way you would any other respected professional- using "Mr." or "Ms." followed by their surname.

How does a lawyer answer the phone?

Check out some of the below examples of great greetings when answering the phone. “Good (Morning/Afternoon), thank you for calling (Law Firm Name). How may I direct your call?” “Hello, you've reached (Law Firm Name).

Can I record a conversation between me and my lawyer?

Therefore, under federal law, it is legal for an attorney to record a conversation that they are participating in, regardless of whether they have made the other parties involved in the conversation aware of the recording.

What's the difference between attorney and lawyer?

Attorney vs Lawyer: Comparing Definitions Lawyers are people who have gone to law school and often may have taken and passed the bar exam. Attorney has French origins, and stems from a word meaning to act on the behalf of others. The term attorney is an abbreviated form of the formal title 'attorney at law'.

How do you start an email to an attorney?

Begin your traditional letter or email with "Dear Mr. ..." or "Dear Ms...", followed by the attorney's surname and a colon. For example, use "Dear Mr. Smith:" to address the attorney. If you write legal letters frequently, save this template to use in future correspondence.

What do you say when you call a law firm?

0:071:20What To Say When You Call An Attorney - YouTubeYouTubeStart of suggested clipEnd of suggested clipKnow kind of ballpark.MoreKnow kind of ballpark.

What should I look for in a legal secretary?

How to Be the Best Legal SecretaryBe Reliable. PeopleImages / Getty Images. ... Be a Self-Starter. The most successful secretaries possess drive and initiative. ... Be Efficient. ... Be Discrete. ... Be Pleasant. ... Be Patient. ... Be Compassionate.

How does a legal secretary handle a call?

Outgoing Calls:Allow the person answering to state their name and then provide them with your name and the attorney you work for.State your business concisely and speak in a clear, confident voice. ... Be sure of the name of the person you are trying to contact before making a call.More items...

Is it legal to secretly record a conversation?

Illegal Recording Under the Wiretap Act Under the federal Wiretap Act, it is illegal for any person to secretly record an oral, telephonic, or electronic communication that other parties to the communication reasonably expect to be private. (18 U.S.C. § 2511.)

Are phone recordings admissible in court?

Admissibility of call recordings in courts Section 65B of the Indian Evidence Act, 1872 provides for the admissibility of electronic records. A speech documented without the explicit permission of at least one of the speakers is not legally valid.

Are phone calls recorded?

Let's repeat that last part: "No digital communication is secure," by which he means not that any communication is susceptible to government interception as it happens (although that is true), but far beyond that: All digital communications — meaning telephone calls, emails, online chats and the like — are ...

What to do after meeting with a lawyer?

This is normal. Reopening wounds, new or old, can do that. It’s significant that you plan something pleasant to do after your first meeting with your lawyer. Plan a shopping trip with friends , meet with your favorite relative for lunch, or treat yourself to your favorite meal immediately after your meeting. This can settle any negative feelings you may have, and properly prepare you for your court date.

How to dress for a divorce lawyer?

You don’t have to opt for formal wear necessarily, but make sure you look presentable. Wear business casual attire. Women can wear a nice dress with dress shoes, while men can wear khakis with a nice polo. There are no strict and exact rules here, but try to make the best impression possible.

Can a lawyer help you through divorce?

Knowing all of the intricacies of the law can be difficult. But thankfully, whenever you are tied up in a situation that requires a vast knowledge of the legal system, you can always count on a knowledgeable lawyer to help you get through it. Whether we are talking about child custody or divorce, lawyers can help you walk through the entire process, answering every single question you may have along the way.

How to communicate with a lawyer?

1. Ask your lawyer how he or she communicates. Each lawyer is different. Some might prefer to communicate by email. Others may communicate by telephone. At your first meeting with the lawyer, you should discuss how you will communicate. Try not to demand that the lawyer use your preferred method of communication.

What to ask a lawyer about communication?

Ask what the lawyer expects from you. Communication is a two-way street. You should ask your lawyer if he or she has any expectations for how you will communicate.

What to do if you don't understand something your lawyer has said?

If you don’t understand something your lawyer has said, ask for clarification. You can say, “I don’t understand what ‘injunction’ means. Can you explain that?”

What to do if your lawyer doesn't give you copies of your documents?

Your lawyer should also send you copies of documents filed in your case. Keep these and read them. If your lawyer doesn’t give them to you, then ask for copies . You may have to pay a small fee.

What to do if communication has broken down?

If you feel communication has broken down, address your own shortcomings. For example, you might not get requested information to your lawyer until right before a deadline. This makes it very difficult for a lawyer to represent you. Think about why you are struggling to communicate with your lawyer.

What to say when your lawyer takes more than a day?

If your lawyer takes more than a day, then you should ask why it took so long. You can say, “Thanks for the call. I actually called you three days ago. Were you too busy to respond?”

How to tell your attorney what to do if you don't know?

If you don’t, then you won’t know what information to tell your attorney. Take notes if you talk to your lawyer in person or over the telephone. Store your notes in the same place. For example, you might want to keep a special notebook for your case. Always review your notes before contacting your attorney.

What to know before meeting with a lawyer?

Before you get too far into a meeting or conversation, the lawyer will want to know about any possible conflicts of interest that might prevent him or her from ethically representing you.

What do lawyers want to see?

In addition to learning about you and hearing your narrative, your lawyer will also want to see documents and evidence, both for informational purposes and to help assess the strength of your case. Obviously, the nature of the evidence will vary dramatically from one type of case to another. As you prepare to meet with your lawyer, try ...

Why is it important to prepare for a first consultation?

In short, preparation for your first consultation meeting is critical. Strong preparation will save time and money. It will also ensure that all of your questions are answered, and that your attorney has all the information needed in order to effectively represent you.

What are the goals of a lawyer?

Typical goals might include: review and provide comments on a contract or legal document. draft a will.

How to make a consultation meeting efficient?

To make your consultation meeting efficient, try writing your story down as if you were communicating it to a person who had never met you before. You'll probably want to do this chronologically, identifying the key dates and names (for example, "It all started when I went into business with my friend Bill in 2013...").

What to include in a dispute narrative?

Some important details to include in that narrative include: names of the key players in your dispute. date the dispute or problem began. type of the dispute (harassment, contract, divorce) key events of your dispute, including a "who, what, where, when and why" narrative, and. current status of your dispute.

How to respond to a legal complaint?

respond to a legal complaint, lawsuit, or threatening letter. research whether you have a meritorious legal claim against another person or entity. draft a legal complaint or demand letter to another person or entity, or. negotiate a lease, contract, or other agreement.

What to know when making a first call to a lawyer?

When you make that first call to a prospective lawyer, you need to have as much information as possible at the ready. A productive first conversation will give both you and the lawyer on the other line a better idea of whether or not you can work together. While most of us think lawyers "take" our cases, the relationship is a two-way street. Your lawyer is your legal representation, which means you have a say in the matter too. The State Bar of Arizona has a great guide to this relationship, and that first conversation.

What to do if your lawyer needs something?

Finally, Sandefur notes that if your lawyer needs something from you, it's extremely important to get it to them on time. Don't put it off, don't assume that Friday is the same as Monday morning. It may seem unfair since your lawyer may be the one asking for continuances or delays, but if they tell you they need something by a certain date, they really need it. Don't go dark on them either—if you're going to be out of touch or unreachable, let them know in advance.

How to interact with a lawyer?

Timothy Sandefur, a lawyer for the Pacific Legal Foundation, offers a few more useful tips on his blog about how to interact with your lawyer. For one, he notes, make sure to tell your story chronologically, completing every thought before moving on to the next. Your lawyer is still a human being, and they need to experience the events you're describing or your situation as close to how they happened as possible. Jumping forward and back in time or going off on tangents is confusing, and may lead to an important detail being overlooked. Be specific, but avoid using legal terminology unless you absolutely know what you're talking about (for example, don't call something a "contract" or a "deed" unless you're certain it was, legally.)

What is a good lawyer?

A good lawyer works with you, helps you understand the situation, and guides you to the best possible result. To do that, they need a client they can work with. Here's how to be just that. Advertisement.

How do you know if you need a lawyer?

Some telltale signs you need to engage [a lawyer] are when someone is threatening to sue you (like a neighbor or a business contact), when you're being asked to sign something where you are giving up your rights or accepting money (other than an iTunes agreement), when you receive something official in the mail from a law office or court, or when you want to change the terms of something that is already written down ( like a contract to do business, or the terms of a custody agreement , etc).

Is it a good idea to speak to a lawyer?

For example, if you're being mistreated at work and want to know what your rights are, or you've been a victim of fraud or theft, speaking to a lawyer is a good idea even if nothing comes of it. Similarly, consult with a lawyer if you have a brilliant idea and want to make sure it's not stolen, or want to start your own business. A good one can help you get started on the right foot (or deal with rival companies.)

Is legal representation cheap?

Legal representation doesn't come cheap. That's the biggest reason most of us don't deal with lawyers until we absolutely have to. Many of us just assume legal representation is prohibitively expensive, but that's not necessarily true. Services like LawTrades, previously mentioned LegalAdvice.com, LawHelp.org, and ProBono.net all offer ways to get basic legal advice for free. From there, the lawyers who work with those sites can either reach out to you directly to help you further, or recommend that you find a lawyer in your jurisdiction to represent you and examine your specific situation in detail.

How to prepare for a lawyer meeting?

To be best prepared for your meeting, you should gather all of the significant and relevant legal documents that relate to your case. If your lawyer has sent you forms to complete or requested certain documents, ensure they are accurate and completed to the best of your ability in advance and be sure to bring them with you to your meeting with a lawyer. It is common practice for attorneys to distribute client information sheets that need to be filled out before a client’s initial consultation. Completing paperwork, such as questionnaires and intake forms, helps your attorney narrow down what questions he or she will ask you, ensuring that your meeting time is spent productively. If you have received legal documents, either from the court or an opposing party to your case, it is important to bring these with you so that the attorney can review them and better understand your case.

What to expect at the end of a lawyer meeting?

At the close of your meeting with a lawyer, you should make sure that you have shared all the necessary information and raised all of your questions and concerns. Ideally, you should leave the consultation feeling comfortable with contacting your attorney, clear about the next steps in your case, and confident that your legal matter is in competent hands. Although meeting with a lawyer can be intimidating, being prepared and knowing what to expect can help you navigate the process successfully.

How do clients pay attorneys?

There are two ways that clients pay attorneys. The first way is called a “retainer,” where the client pays the attorney in advance for his or her legal services, and when the lawyer has worked for the full amount of the retainer, the client pays the attorney at their hourly rate. Retainers are most common in cases that don’t involve claims for money–usually criminal defense, divorce, and bankruptcy claims.

How to remember what you discussed with an attorney?

Even though you are meeting with him or her to share your story, your lawyer will have a lot of information to share with you in return; they will answer your questions, debunk legal myths, and offer peace of mind. Taking notes on important discussion topics during your consultation can help you remember key points from the conversation. For example, there may be follow-up information or paperwork that the lawyer asks you to acquire in order to proceed with your case. Everything the attorney says may feel important, but don’t feel the need to try to get everything down. It’s more important to listen to the lawyer’s advice and be able to ask any questions that may arise.

Why is it important to remember that lawyers are people?

First and foremost, it is important to remember that lawyers are people, too! They understand that it can be nerve-wracking to meet with an attorney for the first time– especially when the meeting involves disclosing private information and discussing sensitive matters. Keep in mind that lawyers are looking to help you with your legal issues and ultimately help you come to a resolution that satisfies you.

Why is it important to meet with an attorney?

Your first meeting with an attorney is an opportunity to share your story and obtain a powerful tool–legal representation . While it is important to tell your story , it is also important to get comfortable with each other.

Is it normal for a lawyer to charge more than a new attorney?

It’s normal for lawyers with more practice experience to charge higher fees than newer attorneys. Sometimes, an attorney may be able to work out a payment plan so that you can make reasonable payments over time. If you are unable to afford the fees that your lawyer outlines in their contract, ask the attorney whether he or she is willing to come to an alternative agreement regarding fee payment.

What happens when you contact a law firm?

Once someone contacts your law firm, everything — from the receptionist’s demeanor to the conference room decor — can affect whether that person will sign on as a client. So does your practice project a welcoming image — or are you sending a different message to prospective clients? Oklahoma attorney Noble McIntyre offers tips on rolling out the welcome mat.

Do voicemails have to be recorded?

In other words, each person’s voice mail should have his or her own personal message, and not be recorded in an assistant’s voice. If it’s your practice to update your outgoing message each day with your status (“in,” “out” and so on), be sure that it’s current every day.

How to avoid interruptions in an attorney appointment?

To avoid interruptions, be sure to turn off all cell phones or other electronic devices just before your appointment. Following these tips will help ensure that you have a productive first meeting with the attorney and start a good working relationship should you decide to hire him or her.

How to share documents with a lawyer?

Make a set of copies of everything that you plan to share with the lawyer. Give the lawyer the copies at the beginning of the initial consultation. Prudent attorneys do not accept original documents, and you do not want to waste precious time or money waiting while the attorney makes copies. So fax the documents to the law office before the meeting.

What is an initial consultation?

All attorneys meet with prospective clients in what is called an initial consultation. This is a first meeting between you and the lawyer to help you both decide whether you want to work together in an attorney-client relationship. At this point, you are both checking each other out, and getting information and advice that can help you ...

Why do attorneys keep their information confidential?

Remember, the attorney will keep this information confidential, unless required to share it with a court because it is relevant to the legal matter or with law enforcement for a public-safety reason. You may think the information is too trivial or embarrassing to mention, but it may well be extremely important, so share it.

What to do if you have no court papers?

Even if you have no court papers yet, you may have on hand or could readily obtain documents that could be helpful.

Can you bring a friend to an attorney consultation?

If you feel more comfortable bringing a friend or relative to the initial consultation for support, you may do so. But realize that any attorney-prospective client confidentiality you otherwise would enjoy at the meeting is lost if a third party, including your friend or relative, is present. He or she could even be subpoenaed to testify against you about what was said or heard. It is usually in your best interest to meet with the attorney alone, even if the other person is paying for the appointment. Your friend (s) or loved one (s) can wait in the lobby.

How to record a meeting with an attorney?

First , you must communicate with your attorney your desire to record the meeting. Second, be honest with your lawyer your reasons for recording the conversation. Last, ensure that the video file is saved in such a manner that it will not be easily accessible to others or be saved or backed up to a free online cloud service. At the least, the video should be password-protected and encrypted. Again, however, I still do not recommend recording your meeting with your attorney, but if you must, follow these steps exactly.

Why is recording an appointment with my attorney bad?

The biggest problem with recording an appointment with your attorney is the potential to breach confidentiality. Most states have laws that do not protect communications in which a non-client third party receives the communication. Practically, this means that if a non-client is eavesdropping or sitting in on a conversation between an attorney and his client, there is no confidential privilege to that communication. Therefore, if a client shows a video of his meeting with his attorney to anyone, the attorney-client privilege has been breached.

Why do attorneys record conversations?

There are many reasons an attorney may wish to record their conversations with their client, such as assisting them with drafting a follow-up letter, helping them to improve the way that they practice law, and possibly protecting themselves against a potential legal malpractice suit.

Can I record a meeting with my lawyer?

I do not recommend recording your meetings between you and your lawyer. The problems created by recording the conversation far outweigh the benefits. Even in a best case scenario, you are putting your lawyer on the defensive because they may be worried that you are using their statements against them. In a worst-case scenario, you can have all attorney-client privileges extinguished even from a good-faith mistake. If you need to have something in your appointment memorialized, bring a notepad and take notes. Further, request that your attorney follow up with you with a written summary of your conversation. This will prevent miscommunications and misunderstandings.

Can you send a video to an attorney?

Additionally, the use of many online services to store, transfer, or send such a video may breach the attorney-client privilege. For instance, Google has claimed that its nonpaying users do not have the expectation of privacy in their own emails. If you are using a recording device that is backed up to a cloud-based service, you are running the dangerous risk of having your attorney-client communications privileges denied.

Can you record a conversation with an attorney?

For instance, Alabama is a one-party consent state, which means that only one party to a conversation need consent for the conversation to be recorded. Practically, this means that a client only needs his own consent to record a conversation with his attorney. However, 12 other states require every party to a conversation to consent to the recording. You can find a state-by-state breakdown here.

What is a meeting with a lawyer?

Meeting with a lawyer for an initial consultation is generally not a chance to ask legal questions that are in depth, but is instead an opportunity to get a sense as to whether this lawyer is the right one to handle your case. Use this meeting to help you decide which lawyer will be the best one for your case.

What to ask a lawyer before a consultation?

When you have your lawyer consultation, one of your primary questions will be about the attorney’s background. Some people feel intimidated asking about this, but the truth is you are going to pay a lot of money for services. You wouldn’t hire an electrician who had never done wiring, so it is wise to ask questions about the attorney’s experience. You can find out basics on the firm’s web site before the appointment, which will save you time. You may want to ask how many of this type of case the attorney has handled. For example, how many divorces has this lawyer done in the past year? A lawyer who has done one or two is not very experienced. You may wish to ask how long the attorney has been practicing law and how long he or she has practiced in your county or area, which will give you an idea how familiar the lawyer is with local judges and procedures. It is generally not very helpful to ask where the attorney went to law school since you can find this information online and it often tells you nothing useful anyhow. Focus instead on experience with your type of case. You can also ask the average verdict the lawyer has obtained in your type of case.

How to get an attorney consultation?

Before you can have an attorney consultation, you need to find a lawyer who might be a good fit. Look for an attorney who focuses his or her practice on your type of legal question, or someone who lists this as a type of law they regularly practice. Your local bar association may have a referral program. If you have used an attorney in the past for something else, ask him or her for a referral. It is also helpful to ask family and friends for names.

What to ask a lawyer about a case?

An important question to ask a lawyer is what the strategy for your case will be and the outcome the lawyer expects. You’ll want to get details on what kind of procedures to expect. Ask how long it will take for the entire case to be resolved. Discuss the legal strategies that will be used. Find out if your attorney will attempt to settle and if mediation or arbitration are options. Think about the answers and if you are comfortable with them. Maybe you want to avoid a trial at all costs but your attorney really wants to just go to trial, or perhaps you have no intention of settling and want your day in court. It is important that your lawyer’s strategy lines up with your needs.

Why is it important to meet with a small business attorney?

Meeting with a small business attorney is an important way to get your business off to a good start and minimize future risks. Here are questions to ask at your first meeting.

Why do lawyers offer free consultations?

Most lawyers offer a free consultation so that you have a chance to determine if he or she is the right person for you. Going to the first meeting with some simple questions can help you ensure you find the right person for the legal help you need. You will not get much legal advice at this consult since it is not meant to resolve your legal ...

Can you ask where an attorney went to law school?

It is generally not very helpful to ask where the attorney went to law school since you can find this information online and it often tells you nothing useful anyhow. Focus instead on experience with your type of case. You can also ask the average verdict the lawyer has obtained in your type of case.

How Should I Act During The Meeting with The Lawyer?

• Treat your first meeting as a business consultation. While you are trying to develop a friendly rapport with your lawyer, you also want the lawyer to see you as a serious client with serious needs. 1. Be prompt.Lawyers value their time, since they generally bill by the hour. Showing up t…

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