what to say in a consultation meeting lawyer

by Gloria Breitenberg 9 min read

If your lawyer doesn’t offer an ice – breaker, and you are anxious, tell him or her that you are nervous. Acknowledge that the conversation may be awkward, or that your frame of mind is such that you may not absorb all of the information coming at you during the initial consultation. Getting it out of your mind and out into the open is cathartic.

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What should I expect during an initial consultation with an attorney?

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.

What questions should I ask in an initial meeting with a lawyer?

In an initial consultation with an attorney, you should get the chance to thoroughly go over the facts of your case The lawyer should ask you questions to help understand the factual and legal issues. You may also want to ask the attorney the following: What are the strengths and weaknesses of my case?

How do I find a good lawyer to consult?

key events of your dispute, including a "who, what, where, when and why" narrative, and. current status of your dispute. Finally, you should include a one-sentence description of what you would like to see happen. This will tell your lawyer exactly what you are hoping for from him or her.

What should I write in a check for a lawyer consultation?

Feb 22, 2019 · 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.

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Aug 26, 2019 · Acknowledge that the conversation may be awkward, or that your frame of mind is such that you may not absorb all of the information coming at you during the initial consultation. Getting it out of your mind and out into the open is cathartic. Above all else don’t keep secrets from your lawyer. Believe it or not, this is a common mistake.

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How do I prepare for a lawyer consultation?

Prepare For Your ConsultationBring all documents. Make copies of all the documents you have collected regarding your case and give these copies to your lawyer.Have notes ready. ... Dress for success. ... Be honest. ... Talk about costs. ... Ask your lawyer questions. ... Understand all documents you sign. ... Keep your own files.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.

What do you say when 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...•Aug 4, 2015

What do you wear to a consultation with a lawyer?

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. Nothing too revealing.Sep 4, 2019

What do lawyers do in a consultation?

The consultation is about getting a feel for if the lawyer is the right one for you. The lawyer is also trying to figure out if you will make a good client or if you will be in trouble. A lot of clients come to law firms with issues, and the lawyer wants to make sure the clie3nt doesn't cause drama at the law firm.Jun 21, 2019

What is an initial consultation?

An initial consultation is the first time that you are able to speak one-on-one with an attorney. Both you and the attorney have a chance here to learn about each other. The lawyer will learn about the details of your case while you learn about the lawyer and the firm.Aug 30, 2020

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

How often should I hear from my attorney?

You should never be afraid or feel like an intrusion to contact your attorney every three weeks or so, or more frequently if there is a lot going on with your health or other matters related to your legal case. There is of course a limit to how much you should be contacting or sharing.Jun 17, 2020

What do you wear to a legal appointment?

When attending court, you should wear formal or business attire. If you do not have formal or business clothing, you should wear your best and most respectful outfit. If possible, try to keep the clothing colours and tones neutral with blacks, greys, blues and whites.Nov 4, 2020

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 is the first meeting between a lawyer and a prospective client?

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 with your case regardless of whether you hire that lawyer or any other one.

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.

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 I meet with an attorney alone?

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. To avoid interruptions, be sure to turn off all cell phones or other electronic devices just before your appointment.

What to write in a conversation with an attorney?

In the course of your conversation with your attorney, you will surely want to write down notes on any issues or questions that arise. A list of questions. Clients often have a million questions and concerns before a meeting, one or more of which they then forget to ask when sitting face to face with their attorney.

What to bring to a lawyer meeting?

What Should I Bring? 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 before a meeting, one or more of which they then forget to ask when sitting face to face with their attorney. Write these questions down ahead of time, to make sure you get every query answered while you're sitting there. 3 A check for the initial consultation fee, if your attorney charges one. This should be discussed ahead of the meeting. Nothing gets a lawyer-client relationship off on the wrong foot faster than forgetting to make your first payment. Presenting that fee immediately shows that you're taking the relationship seriously. 4 Any documents relevant to your case. If, for example, you are negotiating a lease and want the lawyer to review it, you should obviously bring a copy of the draft lease. If possible, make multiple copies of each document you give to your lawyer, so that you can take a set back home. (Or you can ask the lawyer's office to make the copies, but you'll likely be charged at premium rates for those.)

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 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.

Should I hire an attorney at the end of a meeting?

By the end of your meeting, you should leave with a clear understanding of what you've accomplished and what's ahead. Remember, you are under no obligation to hire a particular attorney merely because you had an initial meeting.

Is honesty good for a lawyer?

In most cases, honesty is in your best interest. Lawyers seldom see cases that are cut and dried, with one party completely the "good guy.". It 's much better for the lawyer to know any bad news up front than to be surprised later with revelations you failed to share.

What should an attorney know about your case?

An attorney should also be able to identify obvious issues and common problems that may arise. He or she should make you aware of any risks or hurdles that you are likely to face in pursuing your case.

What are the expenses of an attorney?

Expenses are the hard costs that the attorney spends in the case that are usually billed back to the client. Examples of some expenses include court filing fees, fees for records, depositions fees or expert witness fess. Typically, a client is responsible for both fees and expenses.

Can a lawyer predict the outcome of a case?

A good attorney will rarely predict the outcome of your case because many variables may affect the end result. He or she should be able to tell you the outcomes of similar cases, however. A good attorney will usually not promise you a specific outcome, especially in a personal injury or criminal defense situation.

Can an attorney use a paralegal?

An attorney may utilize a paralegal for routine tasks and follow-ups. If you will be dealing frequently with someone else, ask to meet that person. An attorney in a large practice may use associates. Associates are less experienced attorneys that work under the main attorney, who directs and supervises their work.

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.

What documents are used to dispute a contract?

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, emails, or text messages between you and the other party or otherwise relevant to 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 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 prepare for a lawyer consultation?

How do I prepare for a lawyer consultation? In addition to any documents related to your case, it’s important to show up with a list of questions to ask the lawyer during the consultation. It’s also a good idea to consider the answers you expect, or hope, to receive beforehand. With that in mind, here are some good questions to ask a lawyer ...

What is a good follow up question for a lawyer?

Other good follow-up questions include how many of the lawyer’s cases typically get settled out of court and how much experience the attorney has going to trial.

What to ask a lawyer about monetary damages?

If you’re suing for monetary damages, you should ask your lawyer if they can represent you on a contingency basis, which means they get paid only if they win the case on your behalf. If a lawyer does provide the option to work on a contingency basis, ask what percentage of the money they’ll receive at the end of the case.

What do you need to review when filing a claim?

This means you will both need to review as much information as possible about the other. At the very least, the lawyer will ask you for details about the incident at the center of your claim, and review documents related to the incident or aftermath, such as police reports, insurance correspondence, medical appointments, etc.

Should a lawyer be vetting you?

This is an important way for the lawyer to be able to determine whether they have the knowledge, experience, and resources to handle your case. However, the lawyer should not be the only one asking questions. Just as the lawyer is vetting you, you should be vetting the lawyer.

Can a lawyer give you a strategy?

If the lawyer is willing to discuss it, ask not only about what strategies the lawyer is considering, but also about the amount of time they believe each strategy will take. You’ll have to balance the potential benefits with the cost and risk of different strategies, so it’s important to know about them early on.

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.

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.

What should you do and say to your divorce attorney when you first meet? It sounds like a simple question, but meeting with a complete stranger to discuss the shortcomings of your marriage is often easier said than done

Having practiced family law for the past twenty-two plus years I have come to appreciate how agonizing the first consultation with your divorce lawyer can be.

So, what should you do and say to your divorce attorney during your first meeting?

It sounds like a simple question, but meeting with a complete stranger to discuss the shortcomings of your marriage is often easier said than done.

What is the purpose of redundancy consultation?

The purpose of the redundancy consultation is to allow the employee to have the opportunity to have their say and questions answered. It is likely that you will have some specific questions already in mind. However, there are some general questions which you can ask regardless of the type of redundancy.

Can a person be responsible for the basis of information contained in an article?

Every care is taken in the preparation of our articles. However, no responsibility can be accepted to any person who acts on the basis of information contained in them alone. You are recommended to obtain specific advice in respect of individual cases.

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What Should I Bring?

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 him or her 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 ten minutes late could throw off the rest of the lawyer's schedule for the day. 2. Dress professio…
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Get An Understanding of The Attorney's Fee Structure and Related Costs

  • As part of your initial meeting with your attorney, it's important to understand the anticipated cost of the representation and how this will be calculated. Different lawyers bill their clients differently. Some charge by the hour; some charge by the project, on a flat-fee or contingency basis. In the case of lawyers who charge hourly, some start out by charging a retainer, which is an initial up-fr…
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Clarify What Will Happen After The Meeting

  • Be clear on what will happen next, and then be sure to follow through on whatever you're asked to do by your new attorney. The attorney will need cooperation from your end. Commonly, a lawyer will ask you to send additional documents or information pertaining to your case so that he or she can review it in detail. If it's not clearly spelled out in...
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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?
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