Prepare your first conversation with the firm
For a first consultation, prepare a summary of the matter, its main dates and the documents you already have. The idea is to explain what you need to resolve and ask us about the scope.
- Summarize the matter in a few sentences.
- Put the important dates in order.
- Identify documents and notices.
- Write down your questions.
- Ask about scope, fees and follow-up.
Organize the information
Short account
Describe what happened, who is involved and what you want to ask. Separate documented facts from doubts or interpretations.
Available documents
Identify what you have and in what format. You do not need to attach everything to the first message.
Make the most of the conversation
Questions about the service
Ask who will handle the matter, what steps the proposal includes and what documentation the review requires.
Shall we talk this week?
Frequently asked questions
Should I send the full file in the first message?
No. Start with a general description. In the conversation we tell you which channel to use to share documents.
Does this guide replace a consultation?
No. It is an aid to organize the conversation, not an assessment of the case.