Describe the event clearly · Ask about process · Ask about costs · Ask who would do the work · Ask about the next decision · Leave with a clear record
Describe the event clearly
Bring a concise timeline, relevant documents, and the names of anyone involved. Say when you are unsure about a detail.
Ask about process
Ask what information the firm needs, what the likely next steps are, and how they will communicate with you.
Ask about costs
Request a written explanation of fees, expenses, and what happens if there is no recovery.
Ask who would do the work
Find out the name of the responsible attorney, who will gather records and speak with insurers, and who you contact for updates. Ask if another firm or lawyer might receive any part of the matter.
Ask about the next decision
What does the firm need before it can evaluate the matter? Is there a time-sensitive report, notice, preservation request, or document you should address? Ask which parts of the answer are provisional until records are reviewed.
Leave with a clear record
Write down whether the firm agreed to review the matter, what it requested, the expected response time, and whether representation has actually been offered. A first conversation alone does not necessarily mean the firm has accepted the matter.
This is general information, not legal advice. It does not create an attorney-client relationship.