Purpose

Your initial consultation is an opportunity for us to decide whether we’d like to work together.

What to Expect

At your initial consultation, I’ll ask you to share some basic facts about your situation and identify your goals. I may provide a preliminary assessment of your case. If we decide to go forward, we’ll then reach an understanding about payment terms, including any discounts for which you might be eligible.

The length of the initial consultation can vary. It can be as short as a few minutes, or as long as an hour, depending on the case. You and I will each have the option to end the consultation at any time if either of us decides it’s not the right fit.

Preparation

You don’t need to do much to prepare for your initial consultation. Often, the client’s own memory of events is enough to get the ball rolling.

But if your matter involves any important documents, you should review them ahead of the consultation and have them on hand.

After the Consultation

At the end of your initial consultation, I may offer to represent you on an ongoing basis, or I may offer a one-time followup consultation for a fee. You don’t have to accept or decline right then and there. Many clients will take some time to reflect and then get back to me.

If we decide to work together, I’ll send you a written agreement that spells out the scope of the representation, payment terms, and other details. Once I have your signature on the agreement, I’ll send you a request for an initial advance, if applicable. Most of my clients choose to pay their advance via credit card or e-check.