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FREE PREPARATION TOOL

Solicitor consultation planner

Prepare a concise account of your problem and the questions to ask at a first appointment.

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Solicitor consultation planner
Personal preparation notes — not an official court form or a filed document.

What has happened?
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What outcome are you hoping for?
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Important dates or deadlines
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Other parties involved (for the firm’s conflict check)
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Documents you can bring
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Questions about options and next steps
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Questions about fees, VAT, expenses and funding
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Communication or access requirements
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[ ] Confirm the adviser handles this type of problem
[ ] Ask who will carry out and supervise the work
[ ] Ask what the initial appointment costs and covers
[ ] Check legal aid, insurance, union or other funding
[ ] Ask for the scope of work and costs in writing
[ ] Confirm what action is needed before any deadline


Prepared using Court Guide. Check official directions and take advice on your own case.
Preparation checklist

Follow your hearing notice, current official guidance and any case-specific directions. Read related guidance. Choose another preparation tool.