Understand
Identify the subject and the purpose of the first conversation.
The approach
Listening comes before a position.
A considered introduction to the way a real professional relationship would begin.
A clear next step
A thoughtful first conversation.
Confirm
A real firm would check conflicts, jurisdiction and whether it can assist.
Agree
Confirm the scope, responsibilities and engagement terms.
Advise
Professional advice begins within the agreed real-world engagement.
Scope, expectations and a clear boundary.
Before accepting a matter, an actual firm would determine whether it can assist, confirm any conflict checks and agree the engagement terms. This specimen does none of those things.
Use the consultation planner to explore the interface with broad sample categories. Keep confidential information out of the form.
Prepare a consultation