3 Ways to Maximize Your First Attorney Meeting

September 17, 2020 | Bill Henry

Knowing how to plan for your first attorney meeting will benefit you and your attorney as you move forward with your case.

Civil litigation attorney Ben Tracy offers three ways you can make the most of your first attorney meeting, in this video.

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Maximize Your First Attorney Meeting

Gather Your Papers

Collect all the documents you have associated with your matter. For instance, if you have a probate issue, you’ll want to bring the will and other various documents. If it’s a real estate matter, you should have the deed or the sales contract. If you have a breach of contract issue, bring the written contract.

Other records related to many cases across all practice areas that will be helpful to bring are emails, screenshots of text messages, and possibly pictures.

People Who are Involved

Create a list of every one who is associated with your case. Put together as much of the following information as you can:

  • Name
  • Address
  • Business Address (if applicable)
  • Phone Numbers
  • Email Addresses
Create a Timeline of Events

Before you talk with your attorney, put together a timeline of events. For instance, if you have a contract dispute note when you first became connected with the opposing party, when the contract was created, and when the dispute first arose. Of course, that isn’t a full time line of events. Be sure to jot down other events and dates of importance.

If you come to your first attorney meeting with these three things, you definitely put your attorney in a good position to begin handling your particular legal problem.

Set up a Case Assessment

If you need to speak with an attorney about a particular legal issue you’re having, call 303-688-0944. We answer our phones 24/7. You may also schedule the meeting online at anytime.

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