Preparing for a first meeting with a lawyer can help you explain what has happened and make time for your questions. Gather the documents you already have and write down the points you want to discuss.
Bring what you have already received
Bring relevant letters, notices, decisions and forms, including envelopes if they contain dates or delivery details. Include copies of applications, statements or other documents you have sent, with the date each was submitted. Keep the originals safe and ask the team beforehand how to share documents securely.
If you applied online, bring the confirmation and reference number. Ask when booking whether you should bring identity documents or any other specific records.
Write down the dates
Prepare a short timeline: what happened, when it happened and where the date is recorded. Put events in chronological order. If you are unsure of a date, mark it as approximate rather than guessing.
Highlight any deadline stated in a letter or notice when you first contact the team. Do not wait until the appointment to mention it.
List your questions
A written list helps you remember what matters most. These questions can be a starting point:
- What options should we discuss?
- What would each option involve?
- What information do you need from me, and by when?
- How are fees calculated, and what costs should I expect?
- Who would handle the work and be my main contact?
- How would I receive updates?
Ask for unfamiliar terms to be explained. You should leave knowing what has been discussed and what still needs to be clarified.
Discuss language and support needs beforehand
If you would prefer to speak in another language or need an interpreter, mention this when booking. Ask the team what arrangements are available.
If you would like a friend or family member to attend, check with the lawyer first. They can explain whether that is appropriate for the meeting and whether any part should be discussed privately.
Explain the full background
Be ready to describe the situation from the beginning, including what has already been lodged or decided. Bring notes about previous advice and any other representatives involved.
If something was omitted from a form, a date was missed or a detail may be incorrect, raise it with the lawyer. Let them assess its relevance rather than leaving it out.
Before the meeting ends
Confirm the next steps, who is responsible for each one and any dates you need to remember. Ask which information you should provide and how to send it securely. Keep copies of documents you supply.
If you are unsure about something said during the meeting, ask before it ends. You can also ask for a written summary of the agreed next steps.
For an overview of the service, visit how we work. To ask about an appointment, contact the team.
This article provides general preparation tips. It is not legal advice about your circumstances.