Frame it. Prepare it. Follow through.

Use these checks alongside your agenda. Ticks stay temporarily in the page; they do not measure readiness, confirm suitability or establish any legal protection.

Frame the appointment

I can name the question I want advice on.I have told the office about any date that concerns me.I have checked the adviser’s professional role.I know the quoted scope and fee for this meeting.

Prepare the material

I have an index of available documents.I have marked estimates and unknown dates clearly.I have asked which records the adviser wants.I have confirmed a secure way to share requested records.

Close the loop

I understand which options were discussed, not decided.I have asked what is included after the consultation.I know who is responsible for each agreed task.I have a checked channel for any necessary follow-up.

You can print this page using your browser. Ticking every item does not establish legal suitability or protect a deadline.

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A twelve-point consultation preparation checklist | Consult a Lawyer