At a glance.
- Bring a short timeline and the documents that tell the story.
- Mention any hearing or deadline at the first contact.
- Discuss scope and engagement terms before work begins.
Start with the outcome you need
Think about what you would like to achieve. It may be completing a transaction, resolving a disagreement, responding to a notice or understanding your options. A clear objective helps the lawyer assess the matter in context.
Prepare a simple timeline
Set out the key events in date order. Include when agreements were made, what happened next and any notices or court documents received. Identify hearing dates and deadlines at the start of the conversation.
Bring the documents that tell the story
Gather the relevant agreements, correspondence, invoices and notices. Keep originals safe and organise readable copies. If you are unsure whether a document matters, mention it so the lawyer can advise.
Discuss scope, process and fees
Ask what work is proposed, what information is still needed and how fees and disbursements will be addressed. An initial enquiry does not itself create a solicitor–client relationship; engagement terms should be confirmed.
Use care with sensitive information
For an initial website or email enquiry, provide a brief outline and contact details. Wait for the firm to confirm the appropriate way to share sensitive or confidential material and complete its conflict checks.
This guide is general information, not individual legal advice. It does not cover every requirement, exception or time limit. Your situation needs a specific assessment of the facts and current law. Contact the firm to discuss an engagement.