Understand what the family needs before the meeting.
Give your estate planning or probate team a focused first account of the work being requested.
Identify the service
Establish whether the person is seeking planning advice, help with an estate or another service your practice provides.
Gather proportionate background
Capture the person’s role, the relevant jurisdiction, the documents they mention and the outcome they are seeking. Agree which sensitive details should wait for a secure follow-up.
Prepare the right consultation
Apply your initial practice criteria and record any issue requiring lawyer review before an appointment is offered.
We agree the intake flow with your firm and test representative situations before it is used with prospective clients.