Questions about experience and responsibility

Describe your issue briefly and ask whether the lawyer regularly handles this kind of work for someone in your position. Ask about the relevant jurisdiction and the stage you have reached. A request for general examples of similar work is reasonable; confidential details about other clients are not needed.

Find out whether the person in the first meeting will continue with the matter. If several people will contribute, ask who supervises and who can answer questions about progress. Keep their names with your appointment notes so that you can distinguish the firm from the individual responsible.

  • What experience do you have with this type of matter?
  • Who would handle my work day to day?
  • Is there anything you need to check before agreeing to act?

Questions about the work and its price

An answer such as ‘we can help with that’ leaves too much open. Ask what the first stage produces: a conversation, a written opinion, a revised document or something else. If the issue develops, ask how additional work would be discussed and authorised. Request an explanation of the charging method in language you understand.

Ask about costs that might sit outside the initial fee, including outside providers or additional stages. You do not need an invented final figure where the work is uncertain, but you do need an explanation of that uncertainty. The regulator's appointment guidance is a useful background reference for preparing your questions.

  • What does the first fee include and exclude?
  • Is document reading included?
  • How will you tell me about changes to scope or estimated cost?

Reference: Victorian legal regulator: before and at your first appointment

Questions about communication and decisions

Agree a practical way to receive updates. Ask how to raise an urgent issue, who covers an absence and whether a written summary is included. Explain any language, accessibility or safe-contact needs before the meeting. If a support person is coming, confirm their role with the lawyer.

During the consultation, ask the lawyer to explain the choices and information still needed. You can ask for clarification without pretending to understand unfamiliar terminology. End by checking who is doing each next task. A useful discussion should leave you able to describe the agreed next step in your own words.

  • How will I receive updates?
  • What information is still missing?
  • What have you agreed to do, and what do I need to do?