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Meeting with a litigation lawyer for the first time can be a daunting experience. Knowing what to anticipate, what to inquire about, and how to prepare might be challenging. This guide provides an overview of what to expect during a first meeting with a litigation lawyer and how to prepare for it. By following this guide, you can ensure that your first meeting with an attorney at law is productive and successful.

Gather All Relevant Documents

Before meeting with your lawyer, gathering all relevant documents related to your case is important. This may include contracts, financial records, emails, letters, and other documents. Make sure to review all documents carefully so that you can provide the lawyer with a comprehensive overview of the issue.

Be Prepared to Discuss Your Goals

During the meeting, make sure to discuss your goals with the lawyer. You and your lawyer must be on the same page regarding what you want to achieve. Also, discuss any potential risks or pitfalls during your case.

By following these steps, you will be more prepared for your first meeting with your litigation lawyer. It’s important to stay organized and prepared to get the most out of your meeting. With the right preparation, you can ensure that your legal issue is resolved quickly and efficiently.

Prepare an Overview of Your Case

When meeting with your lawyer for civil litigation for the first time, it’s important to be prepared. Ensure to provide the lawyer with a concise overview of your case, including the legal issue, relevant facts, and other information you may have.

Understand the Fee Structure

Before the meeting, understand the fee structure for your litigation lawyer. Most lawyers will charge a flat fee, although some may charge an hourly rate. Additionally, ask about any additional costs or expenses that may be incurred.

Write Down Your Questions

Before the meeting, list all the questions you would like to ask your lawyer. This is a great way to ensure all your questions are answered during the meeting. It will also allow you to consider any other questions that may arise during the session.

How to Get Ready: Create a List of Essential Questions

You might imagine that to give you sound legal counsel, your attorney would need to know the specifics of your case. At this initial appointment, it’s extra crucial for the attorney to comprehend the result you’re looking for.

The results you’re aiming for will determine how you respond initially. You desire a specific development, not a perfect legal answer or an academic explanation of a legal problem. You must start with what you want to do to decide if it is feasible, how much it will cost, and how to best position yourself for that result. 

If you don’t first consider your objectives, you won’t get anything from this first meeting. If your lawyer does not take the time to comprehend your goals completely, they cannot possibly produce a meaningful response.

  • What issues (i.e., your suffering) are you attempting to resolve, and what outcomes (i.e., your gain) are you hoping to obtain?
  • How are such issues found, and how do we know when the objectives have been fulfilled?
  • What financial and non-financial repercussions will the difficulties and results have?
  • Who or what else is impacted by the current situation besides you and your company?
  • What prevented you or your business from addressing these issues sooner?
  • By what deadline must the results be ready?
  • When will any critical decisions need to be made? Who is responsible for these decisions?


Meeting with a litigation lawyer (or an insurance defense lawyer) for the first time can be a daunting experience. It is important to be aware of the costs associated with the lawyer’s services and to be honest and forthright in all communications with the lawyer. By following these tips, you will be well on your way to having a successful first meeting with a litigation lawyer.

The attorneys at McCallum, Hoaglund & McCallum, LLP have a combined experience of more than 75 years in the legal field. Contact us if you need help with civil litigation in Birmingham, AL