Preparation resource
Business and property consultation checklist
Prepare a clear outline before discussing a business, contract, or real estate matter.
Your preparation list
- Describe the general issue and your objective in a few sentences.
- Make a list of agreements, notices, and related records you have.
- Create a concise timeline of the events.
- Note the general property location or business context where relevant.
- Keep confidential records private until the firm provides screening and delivery instructions.
Keep the first inquiry simple.
You do not need to submit your records with an initial inquiry. Contact the firm to ask what information is needed and how to provide it appropriately.
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