what should have prepared before meeting with business lawyer

1. Contracts. You will need a lawyer who can understand your business quickly; prepare the standard form contracts you...
2. Business organizations. You will need a lawyer who can help you decide whether a corporation or limited liability...
3. Real estate. Leases of commercial space--such as offices and retail stores--are highly complex and are always drafted...

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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: contracts (such as employment agreements, leases, promissory notes, and the like) financial documents (for example, if you'll be drafting a will or starting a company) correspondence (letters, ...

How do you prepare for a prospective client meeting?

Jun 01, 2020 · The Legal Plan. 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.

How do you prepare for a law firm consultation?

Mar 26, 2016 · Use the tips in the following list to prepare for your meeting: Ask about your lawyer’s experience. You’ll benefit if your lawyer has worked with estates similar to yours. Before you meet an estate planning lawyer, most law offices will provide you with a questionnaire to complete and a list of documents to take with you to your meeting.

What questions should I ask a lawyer before hiring?

May 29, 2014 · My staff knows that before each meeting in our office, the conference room should be "set up" including material, sticky notes, pens and water. Prepare your questions and objectives. This clearly...

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May 03, 2016 · Very few people spend the time it takes to glean important background information, but you can be better prepared for your next client meeting by doing the following: Find out whom you will be meeting. Memorize the names and titles of those you don’t know. During the meeting, use the... Visit your ...

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.

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...•Feb 6, 2020

What should I wear when meeting with an attorney?

The standard attire for meeting with you lawyer should be business casual. Wear dress pants, a nice shirt or top. Women should wear a conservative dress or skirt.Sep 4, 2019

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?

9 Taboo Sayings You Should Never Tell Your LawyerI forgot I had an appointment. ... I didn't bring the documents related to my case. ... I have already done some of the work for you. ... My case will be easy money for you. ... I have already spoken with 5 other lawyers. ... Other lawyers don't have my best interests at heart.More items...•Mar 17, 2021

What are good questions to ask lawyers?

Questions to Ask Your Lawyer During a Consultation1) What kind of experience do you have with similar cases?2) What would be your strategy for my case?3) Are there any alternatives to going to court?4) What are my possible outcomes?5) Who will actually handle my case?6) What is my role in my case?More items...•Jan 29, 2017

What color should a woman wear to court?

The best color to wear to court is probably navy blue or dark gray. These colors suggest seriousness. At the same time, they do not come with the negative connotations that are often associated with the color black (for instance, some people associate black with evil, coldness, and darkness).

Can you wear jeans to mediation?

You want to be well-groomed and dress somewhat conservatively. Button-down shirts and blouses, sweaters, slacks or khakis are all appropriate choices. You may also wear jeans to a deposition or mediation if they are clean and without tears.Aug 23, 2019

What is women's business casual?

In general, business casual for women includes a skirt or slacks, a blouse, a blazer and an appropriate heel or flat for the office. Business casual do's for women include: Skirts or slacks. Staple pieces include a few pairs of dress slacks and an assortment of knee-length pencil skirts.Dec 10, 2018

What do I bring to a consultation?

What Should you bring to your initial consultation?A pen and pad of paper or something to write down notes on any issues or questions that arise.Take the time before you meet with your attorney to write down a list of questions. ... An understanding of your financial situation. ... Bring any documents relevant to your case.Jan 7, 2021

How do I ask my lawyer about my case?

10 things to ask your lawyer in a case reviewHave you handled this type of case before? ... What is the best method for contacting you? ... Who will be handling my case? ... To whom may I speak with about my case? ... What are your fees? ... Are there other fees for which I will be held responsible?More items...•Apr 18, 2014

What do you say when you call a lawyer?

0:261:20What To Say When You Call An Attorney - YouTubeYouTubeStart of suggested clipEnd of suggested clipKnow kind of ballpark. Terms where you're coming from. And then you can elaborate on your specific.MoreKnow kind of ballpark. Terms where you're coming from. And then you can elaborate on your specific. Situation. And when you keep it simple in the beginning it really does make it easier.

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 ...

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.

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 is an initial meeting with an attorney?

An initial meeting with your attorney is important, not just for exchanging information about your case, but also for building rapport and trust. Commonly, you will first have a short phone call with the lawyer, who will then ask to meet you in person. If you aren't yet certain you plan to use this lawyer, ...

What questions should I ask my attorney?

Questions for Your Attorney 1 How long have you practiced in this area of law? 2 How many cases have you handled that are like mine? 3 What was the outcome in those cases? 4 How long does it typically take to resolve cases like mine? 5 What sort of budget should I anticipate for this sort of case, from beginning to end? 6 Do you require a retainer? If so, how much? 7 What additional information, documents, or data do you need from me in order to begin work?

What happens if you don't hire a lawyer?

Be honest. Remember that, even if you do not end up hiring the lawyer, everything you tell him or her during your meeting is generally subject to the attorney-client privilege. (The biggest exception to this, not surprisingly, is if you tell your lawyer that you are going to commit a crime, which information the lawyer may be duty-bound ...

Should I get a second opinion before surgery?

Much like getting a second medical opinion before a surgery, it is common to seek advice from two or more lawyers before committing. The attorney-client relationship is important, and you need to feel comfortable with your choice.

What is retainer agreement?

You may be presented with a contract called a retainer agreement or a legal services agreement. This typically spells out the scope of the lawyer's representation of you, as well as the fees that you will pay. The document is ordinarily a few pages long. The lawyer should explain it to you.

Do I need to wear a suit to a business meeting?

This does not necessarily mean you need to wear a suit, but you should wear the type of attire you would wear to any formal business meeting. This shows the attorney that you are a professional, and are taking your case seriously. Let the lawyer do the talking, initially.

What are some examples of legal documents?

Examples may include birth certificates, marriage certificates, cell phone texts, emails, photos, audio recordings, or videos. 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.

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 ...

Written By

Jacqueline Whitmore is an etiquette expert and founder of the Protocol School of Palm Beach in Palm Beach, Fla. She is the author of Poised for Success: Mastering the Four Qualities That Distinguish Outstanding Professionals (St. Martin's Press, 2011) and Business Class: Etiquette Essentials for Success at Work (St. Martin's Press, 2005).

Jacqueline Whitmore

Jacqueline Whitmore is an etiquette expert and founder of the Protocol School of Palm Beach in Palm Beach, Fla. She is the author of Poised for Success: Mastering the Four Qualities That Distinguish Outstanding Professionals (St. Martin's Press, 2011) and Business Class: Etiquette Essentials for Success at Work (St. Martin's Press, 2005).

Important advice from Biglaw partner turned in-house counsel Mark Herrmann on client relations

I always feel like I’m just saying the obvious. But sometimes the obvious needs saying.

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What is a good business attorney?

A good business attorney will provide vital assistance in almost every aspect of your business, from basic zoning compliance and copyright and trademark advice to formal business incorporation and lawsuits and liability. First, some general rules about dealing with lawyers:

What skills do you need to be a lawyer?

You will need a lawyer who can understand your business quickly; prepare the standard form contracts you will need with customers, clients and suppliers; and help you respond to contracts that other people will want you to sign. 2.

How to bill a lawyer?

For many entrepreneurs, the idea of consulting a lawyer conjures up frightening visions of skyrocketing legal bills. While there's no denying that lawyers are expensive, the good news is there are more ways than ever to keep a lid on costs. Start by learning about the various ways lawyers bill their time: 1 Hourly or per diem rate. Most attorneys bill by the hour. If travel is involved, they may bill by the day. 2 Flat fee. Some attorneys suggest a flat fee for certain routine matters, such as reviewing a contract or closing a loan. 3 Monthly retainer. If you anticipate a lot of routine questions, one option is a monthly fee that entitles you to all the routine legal advice you need. 4 Contingent fee. For lawsuits or other complex matters, lawyers often work on a contingency basis. This means that if they succeed, they receive a percentage of the proceeds--usually between 25 percent and 40 percent. If they fail, they receive only out-of-pocket expenses. 5 Value billing. Some law firms bill at a higher rate on business matters if the attorneys obtain a favorable result, such as negotiating a contract that saves the client thousands of dollars. Try to avoid lawyers who use this method, which is also sometimes called "partial contingency."

Why do I need an accountant?

The reasons for hiring an accountant are pretty obvious--you need someone to help you set up your "chart of accounts," review your numbers periodically, and prepare all of your necessary federal, state and local tax returns. The reason for hiring a business attorney may not, however, be so apparent. A good business attorney will provide vital ...

Is a lawyer a solo practitioner?

Over the past 20 years, lawyers have become incredibly specialized. If you use a solo practitioner or small firm as your lawyer (s), it's likely that they will not have all the skills you may need to grow your business .

Is a lawyer a good fit for a business?

Like doctors, lawyers are becoming increasingly specialized. Someone who does mostly wills, house closings and other "non-business" matters is probably not a good fit for your business. At the very least, you will need the following sets of skills. The more skills reside in the same human being, the better!

Do lawyers know everything?

No lawyer can possibly know everything about every area of law. If your business has specialized legal needs (a graphic designer, for example, may need someone who is familiar with copyright laws), your attorney should either be familiar with that special area or have a working relationship with someone who is.

What questions should I ask a financial advisor?

The first meeting with a financial advisor is not a one-way interview. You should be interviewing the advisor just as extensively as he or she is interviewing you. Questions to ask in your first meeting with a financial advisor include: 1 What is your experience and investment philosophy? 2 What services do you and your firm offer? 3 How will you determine what I should do or how I should invest? 4 Who else is on your team and what are their roles? Who will be my primary point of contact? 5 How often will we meet? 6 How do you charge for your services? 7 Are you a fiduciary?

What is an advisory relationship?

An advisory relationship is incredibly personal , says Brian Bruggeman, vice president and director of financial planning at Baker Boyer Bank. You're likely to share more information with your advisor than with 99% of the people in your life, he says, so it's vital that you trust your financial advisor. [. See:

Is a financial advisor interview one way?

The first meeting with a financial advisor is not a one-way interview. You should be interviewing the advisor just as extensively as he or she is interviewing you. Questions to ask in your first meeting with a financial advisor include:

What Should I Bring?

• Here are some suggestions for what to bring to your meeting with your attorney. 1. A pen and pad of paper or the electronic equivalent! In the course of your conversation with your attorney, you will surely want to write down notes on any issues or questions that arise. 2. A list of questions. Clients often have a million questions and concerns bef...

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How Should I Act During The Meeting with The Lawyer?

Get An Understanding of The Attorney's Fee Structure and Related Costs

Clarify What Will Happen After The Meeting

Questions For Your Attorney