Initial Consultation Guide
Conducting effective consultations that convert potential clients
Pre-Consultation Preparation
Information Gathering
Collect basic client information beforehand
Conflict Check
Perform conflict of interest checks
Documentation
Prepare intake forms and materials
Schedule Management
Allow adequate time for discussion
Environment
Ensure professional meeting space
During Consultation
Introduction
Professional greeting and rapport building
Issue Assessment
Clear understanding of legal needs
Service Explanation
Outline potential solutions and services
Fee Discussion
Clear communication about costs
Next Steps
Define clear action items
Consultation Structure
Opening (5-10 minutes)
- • Professional introduction
- • Establish rapport
- • Explain consultation process
- • Set time expectations
- • Address initial questions
Fact Gathering (15-20 minutes)
- • Listen to client's situation
- • Ask clarifying questions
- • Take detailed notes
- • Identify key issues
- • Confirm understanding
Legal Analysis (15-20 minutes)
- • Explain legal implications
- • Discuss potential solutions
- • Outline possible outcomes
- • Address legal questions
- • Provide initial advice
Next Steps (10-15 minutes)
- • Discuss fee structure
- • Explain engagement process
- • Outline timeline
- • Set expectations
- • Schedule follow-up
Communication Tips
- ✓ Use clear, non-legal language
- ✓ Practice active listening
- ✓ Show empathy and understanding
- ✓ Maintain eye contact
- ✓ Take thorough notes
Professional Conduct
- ✓ Start and end on time
- ✓ Dress professionally
- ✓ Minimize interruptions
- ✓ Be fully present
- ✓ Follow up promptly
Common Challenges & Solutions
Time Management
- • Set clear timeframes
- • Use consultation checklist
- • Stay focused on key issues
- • Schedule buffer time
- • End with clear next steps
Fee Discussions
- • Be transparent about costs
- • Explain fee structure clearly
- • Discuss payment options
- • Address concerns directly
- • Provide written estimates
Consultation Checklist
Pre-Consultation
- Review client information
- Prepare intake forms
- Check for conflicts
- Set up meeting space
- Review relevant materials
Post-Consultation
- Send follow-up email
- Document meeting notes
- Schedule next steps
- Send engagement letter
- Update client records
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