What to Bring to Your First Attorney Consultation (Checklist)

Meeting with an attorney for the first time can feel a little intimidating, especially if you’re unsure what to expect or what to bring. The truth is, preparation makes your consultation smoother, more productive, and less stressful. Whether you’re dealing with a legal dispute, planning your estate, or just exploring your options, coming prepared helps your attorney give you the clearest picture of what’s ahead.

Here’s a practical checklist to make sure you walk in confident and ready:

1. Identification and Basic Information

Bring a valid photo ID such as a driver’s license or passport. If your matter involves another party, an employer, business partner, or family member, have their full legal names and contact details handy. Your attorney may also ask for relevant case or claim numbers if you’ve already been served papers or opened an insurance file.

2. Any Court or Legal Documents You Already Have

If you’ve received letters, complaints, citations, or prior agreements, bring copies of every document you’ve been given. Even documents that seem minor, like a single email from an opposing party, can provide valuable context. It’s often best to place everything in chronological order inside a folder so your attorney can quickly follow the paper trail.

3. Written Timeline or Notes

Before your meeting, take 10–15 minutes to jot down a timeline of key events. Include dates, names, and short bullet points describing what happened and when. This will help you stay organized during the conversation and make sure you don’t forget critical details while you’re in the office.

4. Supporting Evidence or Records

Depending on your situation, bring:

• Contracts, receipts, invoices, or financial statements

• Photos, videos, or screenshots related to your matter

• Medical or repair records, if relevant

• Emails or text messages that show communications with the other side

  
  

Having these ready lets your attorney assess the strengths and weaknesses of your position more efficiently.

5. Questions You Want Answered

Write down your top three to five questions before you arrive. For example:

• What are my possible next steps?

• What timelines or deadlines should I know about?

• What would legal representation look like in my case?

It’s easy to forget questions once the discussion starts, so notes ensure you leave with the answers you need.

Make the Most of Your First Meeting

Your first consultation is about clarity and comfort. A well-organized client makes the process faster, less expensive, and more effective.

Ready to take the next step? Schedule your call with Brinkley Law today. We’ll walk through your situation, explain what to expect, and outline next steps.