Before the first conversation.

You do not need to have every answer before speaking with an advocate. A clear account of what has happened, and what matters to you, is a useful place to begin.

Start with the story

Write a short account of the situation in your own words. Who is involved? What happened? What would you like to understand or resolve? A simple timeline can help separate the sequence of events from the questions you want to ask.

If something is urgent, such as a hearing, a notice or a date mentioned in correspondence, bring it to the advocate’s attention at the outset. Do not wait to assemble a perfect file before seeking assistance.

Bring the relevant documents

Make a list of the agreements, letters, notices, emails or other records that relate to your matter. Keep the originals safe and ask the firm how it would prefer to receive copies. Avoid editing or annotating the original records; put your observations in a separate note.

For the initial enquiry, a brief description is enough to open the conversation. Before sending sensitive material, ask the firm to confirm the appropriate recipient and method of sharing it.

Put your questions on paper

It is easy to forget a question during a first meeting. Note the points you would like to cover: the scope of assistance, the information still needed, possible next steps, communication arrangements and fees. Ask for clarification whenever something is unclear.

Leave with a shared understanding

At the end of the conversation, confirm what has been agreed, who will do what next and when you should expect further contact. A well-prepared first conversation is the beginning of a more informed working relationship.