what to say when you first call a lawyer

by Ms. Florida Greenholt V 7 min read

The following are just some of the things a person can do when calling a lawyer for the first time:

  1. Contact information – Have your contact information ready to provide to the attorney. Your name, address, email, and all phone numbers at which you can be reached. ...
  2. Have a summary of your issue (s) – Before contacting an attorney, give some thought to your issue (s) and summarize the key aspects of your problem. ...
  3. Have important dates and names handy – Always have important dates and names handy, so that you can provide them to the attorney. ...
  4. Have a calendar in front of you – When talking with an attorney, often times you are nervous and forget dates and days, so having a calendar in front ...
  5. Have all related documents in front of you – Make sure that all related documents are in front of you when contacting an attorney, as much of the pertinent ...

Part of a video titled What To Say When You Call An Attorney - YouTube
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Know 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.

Full Answer

When should you call a lawyer for a dispute?

Oct 15, 2018 · By jotting down some notes and summarizing your issue(s), this can alleviate some of the nervousness and help you express more clearly why you feel you need an attorney. 3. Have important dates and names handy – Always have important dates and names handy, so that you can provide them to the attorney.

How to make the first call to a prospective lawyer?

Jun 18, 2014 · On your end, the first call or meeting should give you a feel for the lawyer, their level of experience, and how comfortable you would be working with them. On their end, they're trying to gauge...

What should you look for when dealing with an attorney?

May 27, 2011 · Let me start by saying this: you shouldn't be cold-calling a lawyer in the first place. By that I mean you shouldn't be calling a lawyer because you found him in the Yellow Pages, or because her web site was on the first page of Google results, or because the firm has a bitchin' Twitter feed. If you need a lawyer, you

What should I do before signing a document with a lawyer?

Here’s why making the call to your lawyer may not necessarily be your first step to preparing for divorce. If you're like most people getting a divorce, by the time you feel ready to contact an attorney or divorce mediator to begin the divorce process, you are also feeling overwhelmingly frustrated, exhausted, angry, sad - or all of the above.

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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...•Aug 4, 2015

What do you say when looking for a lawyer?

Generally speaking, you'll want to have a list of questions in mind to ask during the meeting....Below are ten questions to ask your potential lawyer.How long have you practiced law? ... What type of cases do you generally handle? ... Who is your typical client? ... How many cases have you represented that were similar to mine?More items...•Apr 13, 2018

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

How do you say hi to an attorney?

0:091:25How to Greet a Lawyer : Legal Advice & Law Information - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou would greet them by their name generally speaking their last name their last name was Smith itMoreYou would greet them by their name generally speaking their last name their last name was Smith it would be hello mr. Smith. There is no specific title to greet a lawyer.

What are some good questions to ask a lawyer?

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 questions should you ask your lawyer?

Questions you might ask your lawyerDo I have a problem that can be resolved by law?What legal risks am I facing?What documents do I need to support my case?Do I need statements from witnesses?What are my options for resolving the dispute out of court?How can I settle the case?More items...

Why do lawyers ignore their clients?

One of the most common examples of an attorney ignoring their client's wishes is when they decide to settle their client's claim without their permission. If an attorney acts against their client's wishes because they believe they are not being practical, their client may also have a case of malpractice.Oct 5, 2021

How do I know if my lawyer is good?

So if you're curious, use these five quick ways to research whether your lawyer is legit:State Bar Profile. Every lawyer who is licensed to practice law in your home state must be listed in your state bar association's directory. ... Google / Search Engines. ... Yelp. ... The Attorney's Own Website. ... Third-Party Rating Groups.Sep 18, 2014

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

How do you greet a lawyer in an email?

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.Jul 8, 2021

What letters go after a lawyer's name?

"Esq." or "Esquire" is an honorary title that is placed after a practicing lawyer's name. Practicing lawyers are those who have passed a state's (or Washington, D.C.'s) bar exam and have been licensed by that jurisdiction's bar association.Dec 22, 2013

How do you address an envelope to an attorney?

Put the first and last name of the lawyer on the first line of the addressee space on the envelope. Do not use the prefix of Mr. or Ms. Put a comma followed by Esq., which is the abbreviated form of Esquire, after the last name.Sep 26, 2017

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 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.

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 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 ...

Can you bring a copy of a draft lease?

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.

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 does "tell me everything" mean?

Rule number one, says Unrath, is to be honest and truthful. Your conversations with them are legally protected, which means now's not the time to hold back. When your lawyer says "tell me everything," they mean it:

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.

Is a lawyer a human being?

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.

Who is the founder of Lawtrades?

A good one can help you get started on the right foot (or deal with rival companies.) Raad Ahmed, CEO and Founder of LawTrades, a site that helps people find a lawyer and get legal advice, explained that earlier is better if you think you need a lawyer, even if your case doesn't go to court.

Do your experiences matter in court?

It's not that your experiences don't matter , but some things that you may think are critical ("The cop didn't read me my rights before he cuffed me!") just aren't important to a court (in some situations, they're not required to). Mention those types of things once, and then continue to the next point.

What is the amygdala hijack?

The amygdala hijack is one of the most significant impediments to drafting a quality divorce agreement. The impact of it drives costs up, drags the process out, creates more stress, and leads to decisions that do not serve well for the long term.

Who is Adina Laver?

As a life empowerment coach, Adina Laver, MBA, M.Ed, CPC helps individuals in transition, particularly separation and divorce, work past the difficult decisions they typically face. By leveraging individual strengths, Adina helps clients stay true to themselves and their values, especially during times of great pressure and emotionally-charged decisions.

What is a potential money pit?

When hiring an attorney, a potential money pit is “expenses” outside of the lawyer’s billable hours. Expenses include everything—copying and faxing costs, hiring expert witnesses, and even traveling via private jet, points out attorney Justin C. Roberts. Some lawyers don’t just pass the charges along; instead, they charge an additional percentage fee. Whatever their method, you need to know it up front so there won’t be any surprises when the bill arrives.

Why is it important to approach a lawyer with honesty?

“ Winning cases can be lost because of a client who lies or exaggerates just as easily as because of a lawyer who tells the client what the client wants to hear instead of what is true.” So when dealing with attorneys, don’t just look for honesty—be honest.

How to get a good lawyer to take your case?

“If you want to improve your chances of securing the best lawyer to take your case, you need to prepare before you meet them,” advises attorney Stephen Babcock. “Get your story, facts, and proof together well before your first meeting.” This not only ensures that you understand your own needs, but it helps a good lawyer to ascertain whether he or she can actually help you. “We want the best clients too. Proving you’re organized and reliable helps us.”

Should a lawyer stay out of court?

In fact, a lawyer should try to stay out of court. “In my experience, a good lawyer always finds every opportunity to keep a case from being decided by a judge, and only relents on trying a case before the bench when all alternatives have been exhausted,” attorney, Jason Cruz says.

Do you need a lawyer to write a demand letter?

On reading a demand letter, the other person will often say, “this isn’t worth the trouble” and they quickly settle. But here’s a secret from Knight: You don’t need a lawyer to write a demand letter. You can do it yourself. Just make it look as formal as possible, and you may find your dispute goes away—no charge to you.

Can you appeal a disability denial?

If you feel helpless when faced with an insurance denial, please know that you might be able to appeal with the help of a qualified lawyer, says David Himelfarb, attorney. Insurance companies routinely deny long-term disability claims, for example, particularly because it’s assumed that most people don’t have access to reputable attorneys to challenge the denial. “This is where intricate knowledge of the legal and insurance process, as well as the right team of experts to prove the claim, can reverse the odds.”

Do attorneys charge for initial consultations?

While I agree that advice on a regular basis can be a service warranting fees, it shouldn't cost you something just to find out your options. That is why I don't charge for an initial consultation so there is literally no reason not to seek my advice or any attorney who has the same practice.

Is a lawyer's consultation confidential?

All consultations with an attorney are confidential. Embarrassment and reluctance are understandable, but should be easily overcome by the right professional who treats clients the way he wants to be treated. Lawyers are similar to doctors in that they diagnose the problem and help find the cure. Just as there is not always a medical cure, maybe the same is true for your legal problem. But you would never avoid speaking to a doctor if your physical health was in question. Well, your financial health is also important and, on many occasions, can directly effect your physical health. I have had numerous clients be on the bring of nervous breakdowns before coming to me for help and ending up with peace of mind that allowed them to live happy and productive lives.

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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?

  • 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 your representation agreement, ask the law…
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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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