This information will help you prepare for a first interview with a lawyer.
Introduction
This guide describes 4 steps to take before you see a lawyer. Before you see your lawyer, try to organize all your important information or documents so you and your lawyer can make the best use of your time together and focus on the legal parts of your problem.
This guide provides general information on preparing for an appointment with a lawyer. It does not explain the law. Legal advice must come from a lawyer, who can tell you why you should do something in your case or whether you should take certain actions.
The better prepared you are for the interview, the better advice the lawyer can give you.
Step 1: Fill out the Information Sheet
Fill out the Information Sheet.
Take the Information Sheet with you to the interview.
If there are other important names and addresses the lawyer should be aware of, put them in too. If your problem has a file or case number, include that as well.
If possible, print or type your Information Sheet.
Step 2: Prepare your Documents List
Take all letters and documents about your legal problem to the interview. If you are in doubt about an item, take it anyway. Next, put the documents in order according to their dates.
Click here for a document list that you can use to list the documents, including letters you have. For example, include documents:
- you prepared
- you got from the court
- you have been served.
If you have little Post-It notes, write the document number on one. Attach the Post-It note to each document to correspond to the Document List.
Step 3: Prepare your written statement
Write your story in point form and in the order of dates and times they happened. This is your written statement. Put in all the facts that you consider important. Be specific about dates and who said what. When you write out your story, it should not be more than two pages. This will force you to focus on the important points.
Take the written statement with you to the interview. It will help refresh your memory when you are talking to the lawyer.
Tell the lawyer if you have difficulty reading or writing.
If you have questions you want to ask the lawyer, write them out and take them with you. Put them in order of importance to you. It’s easy to forget the questions if you don’t write them down. The lawyer will want to know all the details.
The lawyer will want to know:
- Exact dates, if possible.
- Who said what to whom – the exact words, not a summary.
- Who was there during the conversations, and how long the conversations lasted?
Important: The lawyer needs to know all the details, good and bad, about your case. If you are completely frank, the lawyer will be in the best position to handle your problem and advise you on it. Your lawyer is not there to judge you and can't give you good advice without knowing all the facts.
Step 4: Going to the interview
There are four “S’s” to a successful interview with a lawyer:
- slow,
- straightforward,
- specific, and
- systematic.
1. Slow
People tend to talk too fast in a lawyer interview. This is natural. Many of us are nervous when we have to see a lawyer. We want to tell all.
Think about it this way: hearing your story is like eating dinner. If the lawyer is eating too fast, they won’t be able to digest it properly. If you tell your story slowly, this gives the lawyer time to digest and understand your story. If you talk slowly, you give the lawyer time to ask questions. You will avoid missing important facts.
2. Straightforward
All of us want to be seen in a good light. When talking to others, we usually emphasize the favourable things about ourselves. There is nothing wrong with this. It helps us all get along. However, when you’re talking to a lawyer, things are different.
You need to give the lawyer both good and bad information. If you did something wrong, admit it to the lawyer. The opposing party will likely bring it to their attention later anyway.
The lawyer needs to know good and bad information at the beginning. That will help the lawyer give you good advice and save time and money in the long run. Unless the lawyer knows everything, they cannot give you good advice.
Here’s a situation that illustrates the point. It’s about a person who was fired for being late for work. He does not want to answer the lawyer’s question.
Q. Were you late for work on March 13, 2015?
A. Late! You should talk to Margo Smith. She is never on time. She gets away with murder.
Q. But on March 13, 2015, were you late?
A. Is it my fault there was a car accident on the Port Mann Bridge? These things happen!
Q. On Mar 13, 2015, were you on time for work? (FIRM VOICE)
A. Don’t you listen? I’ve explained that! (LOUD VOICE)
The lawyer asked the person, “Were you late for work?” But the person did not answer the question. Instead, they gave excuses for being late. This uses up time at the interview.
A good exchange goes like this:
Q. Were you late for work on March 13, 2015?
A. Yes!
Q. What was the reason?
A. There was a car accident on the Port Mann Bridge. I was stuck in traffic for thirty minutes.
Q. Were you ever late before?
A. No.
Q. Were other people ever fired for lateness?
A. No. Marge Smith was late all the time, and she wasn’t fired!
This exchange goes to the heart of the problem.
Always be straightforward. Answer the questions directly. Many of the questions the lawyer will ask require simple answers.
The simple, straightforward answer is best.
3. Specific
We all tend to talk in generalities. For example:
- This person is good.
- That movie is terrific!
Generalities are not helpful when you are dealing with the law.
The law requires specific information. If you are asked a question such as: “On what date did this happen?” it is best to give the exact date, e.g., “It happened on March 15, 2015.” If you can’t give a specific date, be as specific as possible, e.g. “It happened the week of March 12, 2015.”
When asked about a conversation, tell the lawyer exactly what was said (if possible). For example, “Mr. Jones said…and then I said…” The more exact you are in the interview, the better advice the lawyer can give you.
4. Systematic
When you tell your story to the lawyer, do so chronologically. You cannot tell everything at once. Here is an example of what can go wrong.
A person is describing to her lawyer how they got fired.
Q. Did your boss call you into their office?
A. Yes.
Q. What did they say?
A. They said, “Please sit down.” I sat down. Then they said, “This is difficult, but I’m going to let you go because of the Atlantic mix-up. Well, I can tell you, I can swear on my mother’s grave, I had nothing to do with the Atlantic mix-up.”
The information in bold type breaks the flow of the story because the person has begun to talk about something new, “the Atlantic mix-up.”
The flow of the story is important. The explanation of “the Atlantic mix-up” can wait until later in the interview. It may also be important, but it is confusing to mention it now.
- Keep your story in chronological order. Do not skip from one time period to another.
- If you have papers and documents, get them in order before seeing the lawyer.
Quick Summary
Fill out the Information Sheet and take it with you.
Fill out the Document List and take it with you.
- Write out your story before you go to the lawyer.
- If you have questions to ask the lawyer, write them down before you go. That way, you won’t forget them.
- When you meet with the lawyer, remember to be slow, straightforward, specific and systematic.
This page was adapted, with permission, from Access Pro Bono BC.
Last reviewed: May 16, 2024