Your conversation checklist
Questions for your first call
Use these questions to understand how a solicitor could help and what the work would involve.
Start with the help you need
- Does your team regularly help with situations like mine?
- Who would do the work and keep me updated?
- What would happen next if I asked you to help?
Understand the costs
- Can you give me a written quote showing what is included, VAT and any other charges?
- What could change the cost, and will you check with me before doing extra work?
Before the conversation
- Have a short outline of what you need help with, together with any dates you have been given.
- Ask which documents the solicitor needs before sending them, and how to send them securely.
- Use the same questions with each firm so you can compare the answers afterwards.
You don’t need to explain everything perfectly. Start with what you need help with and let the solicitor guide the conversation.
What did the firm say?
Use these headings for your own notes after the call.
- Who would help me?
- Space for handwritten notes
- Cost and what is included
- Timing and next steps
Prepared with Here4Legal · here4legal.uk/prepare-to-contact/