From Rumana J & Associates · Consultation preparation guide
A little preparation can help you explain what matters and leave with a clearer understanding of the next steps.
Start with the outcome you want to discuss
Write down why you are seeking advice and the questions you most want answered. You do not need to know the legal terminology. A clear account in your own words is a useful starting point.
Create a short timeline
List the main events in date order. Note any upcoming dates and bring the correspondence that refers to them. If something is urgent, tell the team when you book rather than waiting for the appointment.
Organise the documents you already have
Keep related documents together. Bring complete copies where possible, including attachments. Ask the team how it would like to receive documents before emailing sensitive material.
Ask about the scope and costs
Use the appointment to understand what the firm proposes to do, what information is still needed and what fees may apply. Ask for clarification if something is unclear.
This preparation guide contains general information. It is not legal advice and does not assess individual circumstances, eligibility or deadlines.