Plan your enquiry ↗

Printable preparation resources

Your first lawyer appointment kit.

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

Compare two possible providers

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.

Provider comparison — information to confirm
What to compareProvider AProvider 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________________________________

A one-page appointment brief

  1. Purpose: the question or decision you want help with.
  2. Known dates: dates already on documents or confirmed by an organisation.
  3. Timeline: a few events in order, distinguishing records from recollection.
  4. Documents: what you have, its date and version, and what is missing.
  5. Three questions: put the most pressing first.
  6. Next steps: the agreed task, responsible person and timing.

Keep this brief on your own device or on paper. Do not enter private facts in our search planner. Ask the verified provider how to share any documents securely.

Download blank worksheets (.txt)