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Prepare For Your Consultation


After you have been assigned an attorney it is important to start to prepare for your consultation. As a member of Community Legal Solutions, you are entitled to a FREE Consultation. Often, lawyers charge hourly even for an initial consultation. Follow the steps below to make sure you are fully prepared and get the most out of your FREE Consultation. If you have any questions about how preparing for your consultation, contact Member Services at 888-693-0335

Contact Information

Your lawyer is going to gather your contact information and set up a case file. Be prepared with all your contact information. It is ideal to have this information written down on a piece of paper you can give to the attorney. The information should include:

  • Full Name
  • Current Mailing Address
  • Current Physical Address (If different from your mailing address)
  • Phone Numbers (Home, Work, Cell)
  • Email Address

Important Facts About Your Case

The most important part of your consultation is when you describe your legal situation. It is IMPERATIVE to take the time to write down the facts of your case and when each event occurred. During the consultation, it is important to be concise and to the point. Try to make sure the facts of your case is limited to a single page. This will force you to include only the relevant facts and leave out some of the less important stuff. The document should include:

  • Names and Relationship of ALL Parties Involved
  • The Type of Dispute
  • Dates and Details of Key Events (Who, What, When, Where, Why)
  • The Current Status of Your Legal Situation
  • Desired Outcome

Gather Documents About Your Case

Once you have written down the key events and facts about your case, start to collect any supporting documentation to support your side of the story. Having all your documents neat and organized in a folder will allow the attorney to quickly evaluate the strength of your case. The lawyer will be able to set realistic expectations based on the facts at hand. Gathering documents is the most important step when preparing for your consultation. Documents to gather might include:

  • Contracts or Agreements
  • Communication with Parties Involved (Emails, letters, texts, phone records)
  • Financial Documents (Receipts, cancelled checks, proof of payments)
  • Police Reports
  • Photos or Other Physical Evidence
  • Statements from Witnesses or Other Involved Parties.

Outline Your Goals

The reason why you are talking to a lawyer is that you want to achieve a goal. However, it is important to be clear about what you want the outcome to look like. Clearly stating your goals will give your lawyer the ability to properly set expectations for the outcome of your legal situation. As a member of Community Legal Solutions, you are entitled to many FREE and DISCOUNTED legal services. So be clear about what you want the lawyer to do.

  • Review Contracts and Agreements
  • Negotiate with Another Party
  • Make Phone Calls to Other Parties
  • Create Agreements
  • Draft a Letter on Your Behalf
  • Research Your Legal Claim

General Questions to Ask

The Consultation is designed for you to meet your lawyer and discuss your legal matter. It is important to ask him questions, so you are fully aware of what to expect. It is also appropriate for you to make sure this lawyer is qualified to deal with your particular legal situation. It is always best to have a lawyer that is experienced in your specific area of law. Below are some general questions to consider asking your attorney.

  • Have you handled similar cases before?
  • What are the problems you anticipate encountering with this particular case?
  • What are my options going forward, both legal and nonlegal?
  • How long do you anticipate this case will take to reach a conclusion?
  • What are the chances I get my desired outcome?

Community Legal Solutions is here to support you each step of the way. If you have any questions about how to prepare for your FREE Consultation, or if you would like someone to review the documents you have, please contact our Member Services TODAY. We will help make sure you are well prepared for your time with your attorney.

Remember, always stay positive and keep your head up!

CLS Member Services



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