Make your first conversation count.

List the key events in date order. Separate what you know firsthand from what someone else told you, and note what you would like to resolve.

Set aside agreements, letters, court papers, and relevant correspondence. Preserve originals and avoid altering or deleting records. Do not upload sensitive materials to the AI assistant.

Make a separate list of dates appearing on notices, court papers, or agreements. Do not assume that requesting a consultation pauses a deadline.

Ask about the scope of potential representation, fees, communication preferences, and next steps. The firm will need to confirm whether it can assist before any representation begins.