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

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

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.

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.

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.

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.

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.

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?

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.

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.