General preparation information. A professional relationship begins only under the terms agreed with the lawyer or firm.
After a meeting, the client should confirm decisions, unresolved questions, assigned tasks, document requests, scope, cost, and the next review date.
Build the meeting agenda
Bring evidence, not just recollections
- written recap, task owner, due date, drafts, engagement, and secure upload list
Scope, cost, and next steps
- What decision was made, what remains open, and who owns the next action?
Risks to pause on
- Leaving the meeting without a written responsibility list makes it easy for funding and signing tasks to remain incomplete.