How to prepare a legal consultation: 7 practical tips

Preparing well before a legal consultation saves time and money. Use this checklist to make the meeting focused and productive.

1. Gather essential documents

• Identification (passport, national ID)
• Relevant contracts, emails, receipts, court documents
• Timelines and notes of events

2. Write a short timeline

Summarize the facts in chronological order — a one-page timeline is perfect.

3. Prepare clear questions

List the outcomes you want to achieve and the specific legal questions you need answered.

4. Know your budget

Decide in advance how much you can afford for advice and representation.

5. Be honest and organized

Provide all facts, even those you think may be unfavorable — confidentiality protects the conversation.

6. Ask about next steps

Request a clear roadmap: what documentation, timelines, and potential costs to expect.

7. Follow-up plan

Ask for a summary email and next actions so both parties stay aligned.