Turn a broad need into a workable brief

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

Look for experience with the actual task

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.

Ask for a usable deliverable

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.

Build a clear handover into the engagement

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.