Journal
Keep the important papers together
A practical approach to finding, naming and organising information before it is requested.
Read storyBefore the first conversation
An initial professional conversation is easier to use when the background has a clear shape. Begin with a short outline of the situation, the people or organisations involved and the decision or practical question you need to discuss.
Write down relevant dates and identify the information you already have. Keep observations separate from assumptions where possible. You do not need to decide the professional answer yourself; the purpose is to make the context understandable enough for the proposed scope to be discussed.
Use the practice’s agreed channels for any documents or confidential information it requests. Before proceeding, ask how the work would be arranged, who would be involved and how costs and communication would be handled. These are general preparation notes, rather than guidance on an individual legal matter.
Keep reading
Another perspective.
Clear scope, considered communication.
Begin with context
A useful first conversation makes room for the background, the people involved and the decision you need to make.
Make the work legible
Discuss the proposed scope, responsibilities, timing and fees before deciding to proceed.
Keep the conversation clear
Agree how information is shared, who is involved and how the next step will be communicated.