how to set up an appointment with a lawyer

by Nellie Schaden 5 min read

Call ahead and make an appointment.  List down all the information you think the lawyer will need and gather it in advance.  Take all important papers and documents with you and put them in order.  Write out the events as they happened.  Make a list of the names, addresses and telephone numbers of everyone involved in your matter.

Full Answer

How do I prepare for a meeting with my lawyer?

As you prepare to meet with your lawyer, try to locate any of the following that might apply to your case: correspondence (letters, emails, or text messages between you and the other party or otherwise relevant to your dispute) Try to gather and copy these documents before your meeting.

How do I prepare for a consultation with a 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.

How do I select an attorney for my case?

Another important component of selecting an attorney is finding out how the firm will handle and manage your case. In large firms, it is common for other attorneys to work on the case, so the people actually doing the work on your case might not be the person you first meet with.

How do I hire a lawyer?

When you need to hire an attorney for legal services, you want to be sure to hire the right person for your case. Most lawyers offer a free consultation so that you have a chance to determine if he or she is the right person for you.

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How do you start talking to 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 I prepare for my first meeting with a lawyer?

Tips For Meeting With Your Lawyer For the First TimeDress To Impress. ... Be Ready To Give Your Attorney Important Information About Yourself. ... Gather Your Evidence And Have It Ready For Your First Meeting. ... Get Your Facts Straight. ... Plan Something You Can Look Forward To For After Your Meeting.

How do you call a lawyer respectfully?

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. Generally, this is the best way to address an attorney if you've never spoken to them before.

Can you wear jeans to meet with a lawyer?

The standard attire for meeting with you lawyer should be business casual. Wear dress pants, a nice shirt or top.

What you should know before you talk to a lawyer?

10 Things You Should Know Before Contacting a LawyerHave Your Documents Ready. ... Research the Elements of Your Case. ... Don't Call if You Just Have a Question. ... You May Not Speak to a Lawyer Right Away. ... Do Not Ask the Legal Support Staff for Advice. ... Don't Provide Too Much Information. ... Answer the Lawyer's Specific Questions.More items...•

What is it called when you meet with a lawyer for the first time?

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.

What should you not say to a lawyer?

Five things not to say to a lawyer (if you want them to take you..."The Judge is biased against me" Is it possible that the Judge is "biased" against you? ... "Everyone is out to get me" ... "It's the principle that counts" ... "I don't have the money to pay you" ... Waiting until after the fact.

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 a lawyer?

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 female lawyers wear?

Dress Codes for Female Lawyers A tailored suit is a great option for women lawyers, although for women, a black suit is more acceptable in a legal setting than it is for men. A blazer or suit jacket is typically a must in most law firms, whether you wear pants or a skirt.

What should I wear to court female?

Women should wear slacks and a dress shirt or a skirt and a dress shirt. Don't be too revealing, sexy, or inappropriately dressed. Do not wear exercise outfits, tight tops, short skirts, or sundresses.

What should you not wear to court?

Jurors should not wear shorts, mini-skirts, tank tops, flip-flops, or hats (except for religious purposes). Jurors who are not appropriately dressed will be sent home and ordered to appear for jury service on a future date. Courtrooms can be cold, so a sweater or jacket is recommended.

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 ...

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...").

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.

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.

Susanne Gustin

Call an attorney. Most of us offer free consultations and are happy to answer questions over the phone.

Christopher J. Salcido

Call the attorney and see if they offer a free consultation. If it's a potential criminal matter most defense attorneys do offer a free consultation.

Stephen R. Allred

Most attorneys offer a free initial consultation. If you look at their website it will usually tell you. Have you been charged with a crime?

1. Prepare a brief history of your case

Try to neatly and legibly write the most relevant details of your case on a page. This will help you elaborate your ideas and better communicate with your attorney. It's important to include key details such as:

2. Write down your questions

It is not uncommon, between the anxiety surrounding your case and all the new information you are going to receive, for you to forget some questions you had for your lawyer. Avoid this headache by preparing a list of questions that are important to you when you are are home and still clearly remember what it is you want to know. For example:

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 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.

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.

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.

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 ...

How long does it take to write a will?

Writing a will is one of the most important things you can do for yourself and for your loved ones, and it can be done in just minutes. Are you ready to get started?

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.

What happens at your first meeting with an attorney?

The first meeting with an attorney usually involves the exchange of a lot of information.

What to talk about at a lawyer consultation?

At the consultation, be prepared to talk about your case. The lawyer may not too many details of your case before you sign a fee agreement, but you should be prepared just in case.

What does a probate lawyer want to know?

In addition to a general understanding of your legal needs, the lawyer may want to know who else is involved with the case and their relationship to you. For example, in some probate matters, a client visits the lawyer to seek help for his or her parents or siblings.

How to find a good estate lawyer?

Expertise. Specifically, find out if the lawyer will handle a case like yours. Trusts and estates lawyers often specialize in a particular area— in estate planning, probate, trust administration, special needs issues, elder care, or other specific legal issues. You want an attorney who is experienced in the area you need, but not necessarily highly specialized in other areas—otherwise you might end up paying a higher rate for specialization that doesn’t apply to your situation. You could ask how many similar matters the lawyer has handled, or what percent of the lawyer's practice is in the area of expertise that you need.

How to save money with a lawyer?

To save money and to make the most of your time with your attorney, learn about your legal issue before you talk with the attorney. For example, if you’re interested in estate planning, learn the difference between a will and a living trust. Or, if you’re looking for a lawyer to help with a probate proceeding, take a bit of time to learn about probate, what a probate lawyer does, and what parts of a probate proceeding you might be able to take care of yourself.

What to do if a lawyer doesn't ask for documentation?

Even if a lawyer doesn't ask for documentation beforehand, it's still a good idea to bring a copy of all relevant documents to the meeting. Spend some time thinking about what you may have on hand. Try to organize the documents in a logical manner before you meet with the lawyer.

How to start a relationship with an attorney?

After you decide on which attorney to hire, you’ll sign a fee agreement and officially begin your relationship with your lawyer. The first meeting with an attorney usually involves the exchange of a lot of information. You will spend a good deal of time explaining to the attorney the details of your legal issue and answering his or her questions. He or she will spend a good amount of time discussion and laying out a plan. If you think you might get nervous or forget something, you could practice this conversation with a friend, or you could write down what you want to say.

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