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Lawyer Appointment Checklist
Compare the practical details, organise your questions and record what has actually been agreed. General information only — not legal advice.
Before you request a time
Before you attend
Before you finish
Lawyer comparison worksheet
Print this sheet and complete it privately. It is a note-taking framework, not a score or recommendation. Leave uncertain facts blank and ask the office to clarify them.
| What to compare | Law firm A | Law firm B |
|---|---|---|
| Relevant experience and jurisdiction | ________________ | ________________ |
| Responsible lawyer | ________________ | ________________ |
| Professional source checked and date | ________________ | ________________ |
| Initial task and deliverable | ________________ | ________________ |
| Fee basis, GST and expected expenses | ________________ | ________________ |
| Exclusions and extra work | ________________ | ________________ |
| Availability and communication | ________________ | ________________ |
| Outstanding questions | ________________ | ________________ |
One-page lawyer appointment summary
- Purpose: the question or decision you want help with.
- Known dates: dates already on documents or confirmed by an organisation.
- Timeline: a few events in order, distinguishing records from recollection.
- Documents: what you have, its date and version, and what is missing.
- Three questions: put the most pressing first.
- Next steps: the agreed task, responsible person and timing.
Keep this summary on your own device or on paper. Do not enter private facts in our search planner. Ask the verified law firm how to share any documents securely.
Download blank worksheets (.txt)