Preparing For Your First Meeting With A Lawyer: Setting Yourself Up For Success

If you’re about to meet with a lawyer for the first time, you might be feeling anxious or uncertain about what to expect. At Shey Davis Law, we want you to get the most out of your initial consultation and feel empowered every step of the way. By preparing ahead, you’ll help your lawyer understand your situation—and position yourself for the best possible outcome.

Why Preparing Matters

First impressions count, especially in legal matters. A well-prepared meeting:

• Ensures your lawyer fully understands your situation.

• Saves time and reduces costs.

• Helps identify the best legal strategy from the start.

Key Steps to Take Before Your Consultation

1. Gather Relevant Documents

Bring all paperwork related to your case. This may include:

• Accident or incident reports

• Medical records and bills

• Police reports

• Insurance policies and correspondence

• Photographs or videos

• Employment records (if income loss is involved)

• Any previous legal documents related to your matter

2. Write Down Important Facts

Document a clear, chronological summary of what happened, including:

• Dates, times, and locations

• Names and contact information of everyone involved

• A brief narrative of the events leading up to the current situation

3. List Your Questions and Concerns

Write out any questions or worries you have about your case or the legal process. Consider:

• What are your goals or desired outcomes?

• What are your biggest concerns or fears?

• Are there specific deadlines or issues that require immediate attention?

Having questions ready ensures you leave the meeting with a clear understanding of next steps.

4. Know Your Timeline and Deadlines

Bring a calendar or a timeline of key dates, such as:

• Date of the incident or transaction

• Any deadlines for filing claims, responding to letters, or attending hearings

This information helps your lawyer assess urgency and compliance.

5. Be Honest and Transparent

Share all facts openly, even those you may think could hurt your case. Your lawyer is on your side and needs to understand the full picture to provide the best advice.

6. Prepare to Take Notes

Bring a notepad or device to jot down important information, instructions, or answers to your questions. This helps you remember what was discussed after the meeting.

What to Expect During the Meeting

During your consultation, you can expect your lawyer to:

• Review your documents and ask clarifying questions

• Explain the legal process and possible outcomes

• Discuss fees, costs, and next steps

• Advise you about your rights and responsibilities

Conclusion

A little preparation goes a long way. Taking these steps before your first meeting with a lawyer can make the process smoother, less stressful, and more productive. At Shey Davis Law, we’re here to support you with clear communication, experienced guidance, and trustworthy representation.

If you’re ready to take the next step, reach out today to schedule your consultation. Let’s build a strong foundation for your legal journey—together.

This blog is for informational purposes only and does not constitute legal advice. For advice specific to your situation, please contact Shey Davis Law.