The short answer
A productive consultation starts with key documents, a short timeline, and a clear sense of what you want: payment, an exit, protection, or simply to understand your options.
Where it fits in your case
Before the first meeting with a lawyer.
What to expect
Documents such as contracts, key correspondence, insurance policies, and any court papers.
A timeline listing dates, events, and people in order.
Goals. Be clear about outcomes, budget, and deadlines that matter to you.
Conflict check before details are discussed.
What to bring
Copies of documents, not originals, and a list of all parties and related companies.
Common misconceptions
“I need every document first.” Start with the key ones.
“Lawyers only care about legal facts.” Business goals shape the strategy.