Free private organizer
Legal Consultation Preparation Tool
Create a clear, printable starting point for your first conversation with an attorney.
Use the prompts to organize what happened, what you hope to accomplish, the records you have, and the questions you want to ask. The tool does not analyze your situation or decide what information is legally important.
Aim for a useful overview
- Describe facts in the order they happened.
- Separate what you know from what you assume.
- Record dates exactly when you can.
- Bring original notices and agreements to the attorney.
Prepared on this device
Consultation summary
This summary reflects only what you entered. An attorney will decide what facts, documents, laws, and deadlines are relevant after reviewing your circumstances.
How to use your consultation summary
Review the summary before your appointment and correct anything that is incomplete or uncertain. Bring copies of important notices, agreements, correspondence, and other relevant records. Keep the originals unless the attorney specifically asks for them.
The American Bar Association recommends asking about the lawyer’s experience, who will work on the matter, fees and expenses, possible outcomes, and how disagreements would be handled. A preparation summary can help you remember those questions, but it cannot tell you whether a lawyer is right for your particular matter.
For a longer chronology, use the Case Timeline Builder. To explore fee arithmetic after receiving proposed terms, use the Attorney Fee Calculator.
General reference: American Bar Association — Questions to Ask a Lawyer. Last updated: July 23, 2026.