QUICK ANSWER
A useful first meeting gives the lawyer a clear timeline, the immediate decisions, any safety or urgency concerns and a practical picture of children, property and communication. You do not need to prepare a complete legal case before asking for advice.
Key takeaways
- Write a one-page timeline of significant events.
- Separate urgent issues from decisions that can wait.
- Ask who will handle the work and how the next stage is priced.
Start with the decision in front of you
Family situations can contain several overlapping questions. Instead of trying to label every issue, write down the decision you need help with now. It may be about living arrangements, communication, parenting time, finances or the next formal step.
Tell the office about known court dates, expiring agreements, immediate safety concerns or significant changes for children. Urgency can affect who is available and what information the lawyer needs first.
Build a short, neutral timeline
A timeline helps the lawyer understand sequence without searching through messages during the appointment. Use dates where you know them and mark estimates clearly. Focus on events that changed living, parenting, property or financial arrangements.
- Relationship, separation and major relocation dates
- Existing written agreements, orders or formal correspondence
- A simple overview of children and current care arrangements
- A high-level list of property, debts, income and superannuation
Use the meeting to understand scope
Ask what the lawyer can assess from the information available, what remains uncertain and which documents would change the advice. Confirm whether the person you meet will continue to handle the work.
Before agreeing to further work, ask for the proposed next step, likely timing, who is responsible for each task and how costs will be communicated in writing.
TURN PREPARATION INTO A USEFUL SEARCH
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COMMON QUESTIONS
Useful answers before you start.
Should I send every message before the meeting?
Usually a short timeline and the most relevant documents are easier to review first. Ask the office how it wants larger message histories or files delivered securely.
Can I bring a support person?
Ask the office before the appointment. A support person can affect confidentiality or the way the meeting is conducted, so confirm the arrangement in advance.
What if I do not know the full financial position?
Say what you know, identify gaps and ask what information may need to be obtained. Do not delay an urgent enquiry simply because the picture is incomplete.