This is typically done telephonically and allows us to gain a basic understanding of the Client’s issue. We gather information as needed to perform conflict checks and vet the Prospective Client’s matter against our capabilities to assist. Prospective Clients should be aware and take comfort knowing that attorney-client privilege regarding their matter attaches at this point, even if we are never formally engaged. There is never a charge for the Initial Consultation.

After the Initial Consultation, we take what we have learned from the Prospective Client and perform a check for any potential or actual conflicts of interest. If we feel we have a conflict of interest that would prohibit us from taking on the Prospective Client, we will immediately inform them in writing.

If no conflicts exist, we move into our initial vetting phase.  Here we examine the basic legal framework of the matter and confer with relevant experts to determine a confidence level in our ability to successfully resolve the Prospective Client’s matter.  We then report that confidence level to the Prospective Client with the understanding that we cannot and will not ever make any promises regarding final outcomes.

At this point, if the Prospective Client wishes to continue with us, we present them with a menu of options reflecting our capabilities to assist with their matter, along with a recommended course of action. Most options presented are accompanied with a fixed cost and timeframe, giving the Prospective Client control over how much money and time they chose to spend to resolve their matter.  Where fixed costs cannot readily be given, we always strive to provide realistic estimates of both cost and time.

Once the Prospective Client choses their course action, it is reduced into a written engagement agreement outlining the scope of work to be performed, identifying milestones relevant to resolution of the matter, and the obligations of the now Client and our Firm.

The outset of any Engagement with a new Client typically involves more intensive consultations and information gathering in line with the nature and scope of the Engagement. The Client should expect a lot of back-and-forth communication as well as requests from us for additional information.  The effectiveness of this stage of our process is vital to successful outcomes.

Throughout the Performance phase, we update the Client immediately of all important developments or decisions that need to be made.  Of course, we are always available should the Client have any questions.

When we have resolution options available, we immediately present them to the Client and open a dialogue about concluding the matter versus further courses of action. With our advice in hand, the Client then makes necessary decisions. At that point, the Engagement will either continue with next objectives identified, or conclude.