Consultation checklist

Prepare the facts. Preserve the record.

A practical guide for making the first attorney meeting more focused and useful.

Do not send confidential documents until the office confirms representation or provides an appropriate delivery method.

1. Write a one-page chronology

  • List the important events in date order.
  • Include when documents were signed, notices received, payments made, or court papers served.
  • Separate facts you personally know from information received from others.
  • Identify the next deadline or appearance date.

2. Identify everyone involved

  • Full names of individuals, businesses, landlords, tenants, family members, witnesses, and opposing attorneys.
  • Business entity names exactly as shown on contracts or government records.
  • Any prior relationship the parties had with Paul or his office.

3. Gather the central documents

  • All court papers, notices, orders, and stipulations.
  • Complete contracts, leases, riders, amendments, and guarantees.
  • Relevant emails, messages, letters, photographs, and recordings.
  • Payment, banking, accounting, property, or financial records tied to the issue.
  • Police, arrest, release, or appearance documents when applicable.

4. Preserve electronic information

  • Do not delete, crop, edit, or rename original files.
  • Keep complete message and email threads with attachments.
  • Identify devices, accounts, platforms, or cameras where relevant data may exist.
  • Pause automatic deletion if litigation is reasonably anticipated and obtain specific advice.

5. Define the practical objective

  • What outcome matters most?
  • What must happen immediately?
  • What business, family, housing, or personal constraints affect the choices?
  • What resolution would be workable even if it is not ideal?

6. Prepare questions

  • What is the immediate next step?
  • Which facts or documents are missing?
  • What alternatives exist to filing or continuing litigation?
  • How will fees, communication, and responsibilities be handled?
  • What should you avoid doing while the matter is pending?

Have the checklist ready? Begin with a brief call.

Call (516) 836-0336