Start with the next date
Identify any scheduled hearing, response date, or appointment mentioned in paperwork. Note where the date appears and whether a time or location is given. If you are unsure what a notice means, say so. Avoid treating an informal description from someone else as a substitute for the document.
Let the firm know about an approaching date when you first make contact. Leaving a message does not confirm that the firm represents you or will attend an appearance. Ask for confirmation of the next step.
Know what you have
Make a short list of documents already in your possession: a notice, subpoena, complaint, indictment, court order, or correspondence. You can describe the kinds of documents without attaching them to your initial email. Ask the firm how it would like to receive records.
Keep original documents intact. You do not need to gather sensitive material from other people or systems to complete a preparation checklist. If something is missing, note that for your conversation rather than guessing its contents.
Prepare questions about the engagement
Ask about the scope of representation, fees, communication, and the information needed for a decision about taking the matter. You can also ask who your point of contact would be and how time-sensitive information should be provided.
If you are currently represented, explain that. If you are calling for someone else, identify the relationship. The firm can explain what it needs before discussing an engagement and how to arrange a conversation with the person seeking representation.
Choose a safe way to be reached
Provide a callback number and say whether leaving a voicemail is appropriate. Keep your first message brief. Avoid sending confidential facts or documents until the firm gives instructions. Contacting the firm does not establish an attorney-client relationship.
Our consultation preparation tool creates a printable list for a general inquiry, investigator contact, a subpoena, a filed case, or a sentencing or appeal inquiry. It asks for no names, case numbers, dates, or narrative. You keep the actual information offline.
General information, not legal advice. Contacting the firm does not establish an attorney-client relationship.
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