Begin with a simple timeline
Write down the key events in date order. Include approximate dates when you are uncertain and mark anything that needs checking. A one-page timeline is often more useful than a long narrative because it helps identify deadlines, missing information, and the sequence in which decisions were made.
- When the issue began
- Important conversations or agreements
- Notices, hearings, or response dates
- What has changed since the dispute began
Bring the documents that tell the story
Gather the documents most closely connected to the issue. These may include agreements, notices, court papers, significant emails, financial records, or prior correspondence. Avoid sending a large unsorted archive before the firm confirms that it can act for you.
- Keep originals safe and bring copies
- Use clear file names for digital documents
- Do not alter or annotate original evidence
- Mention documents you know exist but cannot access
Know what you want help deciding
A consultation is most useful when the lawyer understands the decision you are facing. You may want to know whether to respond, negotiate, apply to court, preserve evidence, or simply understand your position before doing anything.
- What outcome matters most to you?
- What would a workable compromise look like?
- Are cost, privacy, speed, or an ongoing relationship especially important?
Protect confidentiality
Before sharing sensitive details, allow the firm to complete its conflict check. Use a private device and email account where possible, particularly if the matter involves an employer, shared family account, or jointly managed device. Submitting an enquiry does not itself create an advocate–client relationship.
- Do not use a work email for an employment dispute
- Avoid shared cloud folders
- Ask how documents should be transferred securely
Leave with clear next steps
Before the meeting ends, confirm what happens next: whether the firm can accept the matter, what additional information is required, who will contact you, likely fees, and any immediate deadline. It is reasonable to take notes and ask for unfamiliar terms to be explained in plain language.
- Who is responsible for the next action?
- When should it happen?
- What should you avoid doing meanwhile?
This fictional article provides general information for demonstration purposes. It is not legal advice and does not create an advocate–client relationship.
Need help understanding your next step?
Use the three-step guide