The situation and key dates
Note where the matter stands, the locations involved and any important past or planned dates. Approximate dates are a starting point if you are unsure.
A little preparation makes the conversation more useful.
You do not need a polished statement or every document in hand. A short outline of your situation, goals and questions is a useful place to start.
The people involved
List the people, businesses or organizations connected to the situation, and explain their roles as you understand them.
Your goals and concerns
Explain what you want to clarify or plan, and how the situation affects you. Separate what you know from what still needs review.
The information you have
List relevant agreements, correspondence, records or other documents you already have. Ask the team how documents should be shared before sending them.
Your immediate questions
Write down what you need to clarify, including fees, the proposed work and any dated notice or request you have received.
Keep the first message brief. Do not include medical records, identification numbers or other sensitive documents. Contacting the firm does not establish an attorney-client relationship.
A clearer first conversation
Let’s get you ready.
Three simple steps. A useful list of what to have handy when you speak with the firm.
No name, phone number or documents requested. Your choices stay on this page and are not sent to the firm.
To prepare for a conversation, note what you would like to discuss, any relevant dates and your questions. Keep related documents handy if you have them. You can call without documents.
Step 1 of 3
- Your situation
- The timing
- What you have
Your first-conversation checklist.
Use this as a starting point. It is fine if some items are not available; you can call without them.
- To discuss
- Approximate timing
What to have nearby
Tell the attorney about relevant dates or future plans. This guide does not calculate deadlines; ask which dates may matter for your situation.
Three questions to bring
- Can the firm assist with this kind of matter?
- What information would help with a further review?
- What are the next steps and the applicable fee and cost arrangements?
This is a preparation guide, not legal advice or an assessment of your case. Your selections have not been sent, and using this tool does not create an attorney-client relationship.
Prefer to talk now? You do not need to finish this guide.
Call the firm(844) 955-5463Your next step starts with a conversation.
Call the firm or send a consultation request. Tell us what you need help with so our team can consider your inquiry.
Request a Consultation