CLIENT RESOURCES
A little preparation. A clearer conversation.
Organize the essentials without trying to solve everything in advance. Use the checklist to focus on the conversation ahead.
GET READY
Start with what you know.
A short timeline and a few clear questions are often a useful starting point. Only send sensitive records through a channel agreed with the firm.
MATTER GUIDES
Bring a focused starting point.
Business & commercial
Have the relevant agreement, business context, parties and commercial priorities in view.
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Family & relationships
Prepare the key dates, current arrangements and the questions you want to discuss.
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Wills & estate planning
Outline your relationships, existing documents, responsibilities and wishes.
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Property & real estate
Note the property, transaction or lease, the relevant papers and the timetable.
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Employment & workplace
Gather the agreement, relevant communications and a timeline of the issue.
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Dispute resolution
Keep the key agreements and correspondence together and identify the outcome you want to explore.
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INSIGHTS
Useful reading before your next step.
Getting started · 4 min read
Your first legal consultation: a calmer way to prepare
A short timeline, a few key documents and the questions you want answered. Start the conversation with a clearer picture.
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Business perspective · 5 min read
Before you sign: questions for a better business agreement
Look past the signature page. A useful conversation begins with scope, responsibilities, change and what happens next.
Read the article
Personal perspective · 4 min read
Make room for the future: organizing your important documents
A thoughtful system for keeping key information findable, current and ready for the conversations that matter.
Read the article