Define the business legal task

Describe what your business does, the decision you are facing and the document or relationship involved. Explain who is seeking the advice and who can authorise the engagement. If you are a director with a personal concern as well as a company issue, raise that distinction early so the lawyer can clarify whom it can advise.

The Australian Government's business guidance covers a range of legal topics, including contracts, employment and fair trading. Use it to identify areas to ask about rather than assuming one adviser or template addresses every obligation.

Reference: Australian Government: legal essentials for business ↗

Check experience with the transaction or dispute

Ask about work with businesses facing similar transactions or operational questions. Industry familiarity may help, but ask what it means in practice: relevant contract types, counterparties or regulatory issues. A large client list is not an explanation of how the proposed service fits your brief.

Find out whether the lawyer primarily advises on transactions, ongoing operations or disputes. If the work crosses subjects, ask whether another adviser is needed and how coordination would work. Establish who will be your contact and who will review the final work.

Agree the legal documents or advice to be delivered

For a contract review, clarify whether you receive a call, written comments, marked-up changes or help with negotiations. Ask how many drafts or discussions are included and what additional revisions would cost. For recurring support, ask about response arrangements, exclusions and how unused time or work beyond the allowance is handled.

Tell the lawyer when the business needs to decide, but do not treat a commercial target as a substitute for time to review the material. Agree what can realistically be completed and identify dependencies such as missing documents or information from another adviser.

Confirm business instructions and handover

Ask for explanations that the people using the advice can understand. Identify who inside the business will act on agreed tasks and where final documents will be kept. Confirm whether implementation, staff guidance or later updates are included or separately scoped.

A useful ongoing relationship still needs boundaries. Review the arrangement when the business changes or new work arises, rather than assuming a previous contract review covers a new product, location or transaction. This guide does not assess a contract's enforceability or your business's compliance.

Identify the business client and the commercial decision

An owner, director and company may not be the same client. Explain which person or entity wants advice and whether another owner, guarantor or related business has a different interest. Ask whom the firm would represent before sharing a detailed account of an internal dispute.

Describe the decision rather than only the industry: buying a business, reviewing a supply contract, collecting an invoice or resolving a shareholder disagreement. For a transaction, identify documents already signed and proposed timing. Ask what the legal review covers and what needs accounting, tax or other specialist input. A broad commercial-law description is not a substitute for this scope discussion.

  • Name the proposed client and other entities involved.
  • List commitments already made and documents still in draft.
  • Agree the initial output: review, negotiation, drafting or representation.