how to get documents ready for your attorney consulation

by Mathilde Kutch Sr. 8 min read

How To Prepare For The Initial Consultation With Your Attorney

  • Gather and organize all relevant documents. Spend some time collecting all the documents related to your legal matter...
  • Write a description of the issue in your own words. While the documents you bring can speak for themselves, it is...
  • Dress for success. Treat your initial consultation like a business...

Make the most of your meeting
  1. Bring all documents. Make copies of all the documents you have collected regarding your case and give these copies to your lawyer.
  2. Have notes ready. ...
  3. Dress for success. ...
  4. Be honest. ...
  5. Talk about costs. ...
  6. Ask your lawyer questions. ...
  7. Understand all documents you sign. ...
  8. Keep your own files.

Full Answer

How do I prepare for a consultation with a lawyer?

10 Essential Documents to Bring to an Attorney Consultation. 1. Insurance Policy. While you are not filing a claim against your insurance company, you may need benefits from them. Therefore, your attorney may need to review your current automobile insurance policy and see what coverage you are entitled to. 2.

When should I give the lawyer the copies of my Documents?

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. Find out if your attorney will ...

What documents do I need to bring to my employment attorney?

How To Prepare For The Initial Consultation With Your Attorney Gather and organize all relevant documents. Spend some time collecting all the documents related to your legal matter... Write a description of the issue in your own words. While the documents you bring can speak for themselves, it is... ...

Can You fax documents to a lawyer?

Be fully transparent with the lawyer about your situation (never keep details from them). Gather and bring along any documents you think might be relevant or beneficial. Make copies of everything you will be sharing with your attorney: Medical records; Police reports; Tickets; Court documents; Bank statements and pay stubs

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 should I wear to a lawyer consultation?

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 you should know before you talk to a lawyer?

10 Things You Should Know Before Contacting a LawyerHave Your Documents Ready. ... Research the Elements of Your Case. ... Don't Call if You Just Have a Question. ... You May Not Speak to a Lawyer Right Away. ... Do Not Ask the Legal Support Staff for Advice. ... Don't Provide Too Much Information. ... Answer the Lawyer's Specific Questions.More items...•Feb 6, 2020

How do I present my case to my lawyer?

Consider how much you are willing to do to organize your evidence, provide your witness contacts, write down a chronology (time line) of events, and generally sell yourself to your attorney, as well as the case, by appearing organized. Tell your story in the shortest possible way.Jun 15, 2013

What color should a woman wear to court?

The best color to wear to court is probably navy blue or dark gray. These colors suggest seriousness. At the same time, they do not come with the negative connotations that are often associated with the color black (for instance, some people associate black with evil, coldness, and darkness).

Can you wear jeans to mediation?

You want to be well-groomed and dress somewhat conservatively. Button-down shirts and blouses, sweaters, slacks or khakis are all appropriate choices. You may also wear jeans to a deposition or mediation if they are clean and without tears.Aug 23, 2019

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 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

Is it normal to not hear from your lawyer?

Throughout the process of getting your financial settlement after becoming injured, there may be periods of time that you do not hear from your attorney. Although this can be unnerving, it is a normal part of the legal process.Oct 25, 2018

How do you prepare yourself to present your case?

Preparing Your CaseStay up to date with your case.Find out your trial schedule.Read the complaint.Figure out which court rules apply.Identify and locate your evidence.Prepare your documents for trial.Find out more facts: use the discovery process.Identify and prepare any witnesses.More items...•Jan 19, 2022

What are good things to say in court?

You· and each of you, do solemnly swear (or affirm) that you will well and truly try this case before you, and a true verdict render, according to the evidence and the law so help you God? (Oath to jurors on trial) You have the right to remain silent. Anything you say may be held against you in a court of law.

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

Why do lawyers offer free consultations?

Most lawyers offer a free consultation so that you have a chance to determine if he or she is the right person for you. Going to the first meeting with some simple questions can help you ensure you find the right person for the legal help you need. You will not get much legal advice at this consult since it is not meant to resolve your legal ...

What to ask a lawyer about a case?

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. Find out if your attorney will attempt to settle and if mediation or arbitration are options. Think about the answers and if you are comfortable with them. Maybe you want to avoid a trial at all costs but your attorney really wants to just go to trial, or perhaps you have no intention of settling and want your day in court. It is important that your lawyer’s strategy lines up with your needs.

What is a meeting with a lawyer?

Meeting with a lawyer for an initial consultation is generally not a chance to ask legal questions that are in depth, but is instead an opportunity to get a sense as to whether this lawyer is the right one to handle your case. Use this meeting to help you decide which lawyer will be the best one for your case.

Why is it important to meet with a small business attorney?

Meeting with a small business attorney is an important way to get your business off to a good start and minimize future risks. Here are questions to ask at your first meeting.

Can you ask where an attorney went to law school?

It is generally not very helpful to ask where the attorney went to law school since you can find this information online and it often tells you nothing useful anyhow. Focus instead on experience with your type of case. You can also ask the average verdict the lawyer has obtained in your type of case.

What to do after initial consultation with attorney?

If you are comfortable with the attorney, the next step after the initial consultation is to sign a retainer agreement. The retainer agreement should, at least, set forth the fee structure and the scope of representation. The exact terms and conditions of your retainer agreement will depend on the attorney and on the nature of your legal matter.

How to present yourself during initial consultation?

Additionally, if your case may go to trial, the way you present yourself during the initial consultation will also help your attorney get a better sense for how you will appear in court. Be truthful. Don’t ever lie to your attorney. Even if you think something can be damaging to your case, it’s even worse to withhold information.

Why is it important to have everything ready for consultation?

Having everything ready from the outset can also save you money, as it will take your attorney less time to work on your case. This is especially true when your attorney is ...

What to do if you can't trust your attorney?

You need to trust your attorney, which is the cornerstone of any successful attorney-client relationship. If you can’t trust your lawyer, then you need to find one who you can . The above tips should help make your initial consultation with your attorney as productive as possible.

Why is it important to hire an attorney?

Hiring an attorney as early on in your case is essential to getting the best representation you can. Meeting with an attorney as soon as possible not only ensures that deadlines aren’t missed, but it also gives your attorney more time to understand the issues and help you reach the best possible resolution.

When collecting documents, it’s better to include too much or too little?

When collecting documents, it’s better to include too much than too little; your attorney will be better able to decide what is and isn’t important. You should also make copies of these documents before your meeting, so you have a copy ready to give to your attorney.

Do lawyers keep files?

Your lawyer will keep a file of everything related to your case, but it is also a good idea for you to keep a file for your own records. Having your own working file will help if you have any questions as your matter moves forward. Listen to your lawyer. While you’re probably as smart as your attorney, you don’t know nearly as much about the law.

Do I Need A Lawyer?

It’s true that not every disagreement or accident case requires a lawyer, but many do. The best way to determine if you could benefit from a lawyer is by evaluating several factors of your case. If you answer ‘yes’ to any of the below, it may be time to get that free consultation on the books:

How Will A Lawyer Help Me?

No matter how much research you’ve done and how well educated you are, the legal system is complicated and makes it extremely difficult for anyone to represent themselves. Because every case is unique, it is essential to have a specialist represent you.

Questions To Ask A Potential Lawyer

Before your first consultation with a personal injury lawyer, have the following questions prepared:

Tips To Prepare You For Meeting With A Lawyer

Have these questions with you before your first consultation with a lawyer. They will help you feel prepared and more confident about hiring an attorney. Let’s now go over a few additional tips to guide you when getting ready for an initial consultation with a lawyer:

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.

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.

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.

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.

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 does a lawyer do after a preliminary consultation?

Just as you must evaluate the lawyer to decide if they are right for you, the lawyer must assess your legal claims to determine whether they should represent you. Once you have gone through the preliminary consultation and conflict check, the lawyer will likely schedule an in-person meeting to delve into your claims in greater detail.

Why is it important to have a lawyer?

It is important for the lawyer to determine your compensation, as your pay and benefits are often taken into consideration when determining the value of your case . Copies of any letters or other documents you or someone on your behalf gave to the employer.

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)

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.

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.