Describe the decision you need help making

You do not need to diagnose your own legal issue. Write a short description in ordinary language: ‘I have received a proposed employment agreement’ is more useful than guessing a technical claim. Include your state or territory, the kind of document or event involved and any date already set. Keep names and sensitive documents for the firm's verified intake process.

Turn that description into a question about fit: does the lawyer regularly advise people in your position on this type of matter? Someone who drafts business contracts may not handle an employment dispute; a wills service may not take contested estates. Ask before paying for a meeting.

Check the person who would do the work

Ask for the name of the lawyer responsible for your matter, not just the partner whose biography attracted you. Establish who prepares documents, who supervises and whom you contact with questions. Check current professional information using the appropriate register or professional body. The Victorian regulator explains that a legal qualification alone is not a current practising certificate.

Reference: Victorian legal regulator: checking practising status (with interstate links)

Compare like-for-like proposals

Ask each shortlisted firm to describe the first piece of work, what it excludes and how you would authorise anything further. Compare a document review with another document review, rather than with a short introductory call. Record the fee basis, expected expenses and whether GST is included. If the scope cannot yet be estimated, ask what information is needed to make it clearer.

Communication is part of suitability. Ask how updates are provided, whether telephone or video meetings are offered and how language or access requirements would be accommodated. A clear answer is more useful than a promise that the firm will always be available.

Make a shortlist you can explain

Keep a simple note of why each candidate might suit your needs and what remains unverified. Do not convert star ratings into a prediction about your result. Directory prominence may reflect featured placement, record completeness or name ordering. Ask about availability and conflicts before treating anyone as your chosen representative.

If a date is approaching, tell the office at your first contact and seek timely assistance. Waiting for replies from a shortlist does not extend a legal deadline. Once you choose a provider, obtain clarity about whether it has agreed to act and what work has actually been accepted.