How to Approach an Attorney When Facing a Legal Problem: Setting Ground Rules for a Successful Partnership
Introduction
When dealing with a legal issue,
finding the right attorney is essential. Establishing clear communication and
expectations from the start can make a significant difference in your case's
outcome. This guide outlines how to effectively approach an attorney, what to
expect during your initial consultation, and how to set up a productive working
relationship.
Steps to Approach an Attorney
1.
Identify Your Legal Issue
Before you reach out to an attorney,
determine the specific area of law related to your problem. This could be
family law, business law, or personal injury, among others. Think about what
you want to achieve with the attorney’s help. Consider specific objectives,
such as:
- Reviewing a contract
- Drafting a legal document
- Suing someone or responding to an action brought
against you
- Negotiating an agreement
- Helping you with a family issue
2. Research is vital
If you have not received a recommendation from family or a friend, conduct an online search to find an attorney that fits your needs. Check his or her reviews on various social media platforms.
3.
Schedule an Initial Consultation
Most attorneys offer an initial consultation, often
for free or at a reduced fee. Use this meeting to discuss your situation and
evaluate whether the attorney is a good fit for your needs. Often, you’ll start
with a brief phone call. If that goes well, arrange an in-person or virtual meeting.
3. Prepare for Your Meeting
To make the most of your first
meeting, bring the following:
- A Pen and Paper:
Take notes during your discussion.
- A List of Questions:
Write down your questions in advance to ensure you cover everything
important.
- Payment: If there’s
a fee for the consultation, be prepared to pay.
- Case Summary:
Provide a concise description of your case, covering key facts like names,
timelines, and status.
- Relevant Documents:
Bring any documents that pertain to your case, such as contracts or
reports.
- You’ll need to provide FICA documents.
4.
During the meeting:
- Be On Time: Respect the attorney’s schedule by
arriving punctually.
- Dress Appropriately: While you don’t need to wear a
suit, choose business casual attire.
- Listen Actively: Allow the attorney to guide the
discussion after you present your case.
- Be Honest: Share all relevant details, even if they seem unfavourable. This will help the attorney understand your case better.
5.
Discuss Conflicts of Interest
Ask the attorney if there are any
potential conflicts of interest that could prevent them from representing you.
This is crucial for ensuring they can act in your best interests.
6.
Questions to Ask Your Attorney
When meeting with a prospective
attorney, consider asking:
- Where practical, do you approach matters
holistically – hoping for a win-win outcome?
- How long have you practised in this area of law?
- How many similar cases have you handled?
- What do you need to evaluate my case?
- What are my options for moving forward?
- What challenges do you foresee in my case?
- How would you handle my situation?
- Will you handle my case personally or pass it on to
someone else?
- What is the typical timeline for resolving cases
like mine?
- What additional information do you need from me?
- What immediate steps should I take?
7.
Understand the Fee Structure
Clarify the attorney’s fees and
payment methods:
- Fee Arrangements: Know whether they charge by the
hour, a flat fee, or on a contingency basis.
- Retainer Agreement: If applicable, review any
contracts that outline the scope of their services and fee structure.
8.
Clarify Next Steps
At the end of your meeting,
clarify what happens next:
- Follow Through: Be ready to provide any additional information
or documents requested by your attorney.
- Communication Preferences: Discuss how the attorney
prefers to communicate moving forward, whether via email or phone.
- Stay Engaged: Schedule regular check-ins to keep
updated on your case's progress.
Conclusion
Approaching an attorney with
clear expectations can lead to a more effective and satisfying legal
experience. By setting ground rules for fees, communication, and involvement,
you create a strong foundation for a successful partnership. Remember, you’re not
obligated to hire an attorney after the first meeting; take your time to ensure
you choose the right fit for your legal needs.
