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How We Work

If you have never had cause to hire an attorney before, and are not sure what to expect, we would like to help by providing an overview of a typical “first visit” to our office, which will hopefully answer any questions you may have regarding an initial client consultation.

First, please contact our office to make sure an attorney is available for an initial consultation. The purpose of an initial consultation is for the attorney to advise you, the prospective client, what, if anything, may be done for you.

When you arrive, you will be greeted at our front desk. Before you meet with an attorney, you may be asked to complete an Initial Consultation Interview Form. The answers to these questions will help us understand the reason for your visit. Your responses are protected by attorney/client privilege and will be held in strict confidence.

These are some of the questions you may be asked:

  1. Please give a brief explanation of what you may need advice about or assistance with.
  2. What is your name, street address, city, state, zip, and home phone number. Also your marital status, drivers license number, and Social Security number. Where are you employed and what is the phone number? What is the name, address and phone number of someone (friend or relative) you believe will always know how to contact you?
  3.  Are there other parties involved, and what is their relationship to you? (Examples: a friend, an employer, a neighbor, signor of a contract, etc. This includes people or parties on either side of your issue.)
  4. Please provide a list of documents you think may help us understand the issues. Note that any documents you supply that are important to your matter will be photocopied, with your permission, and your originals returned to you at the conclusion of the initial interview.
  5. Ideally, if things turn out precisely the way you want, what would the outcome be? Knowing that there are no guarantees, what can you accept? If the matter involves payment to you of money you feel you are owed, how long can you wait before not getting paid in days, weeks, months, or years.
  6. Classify your urgency in concluding the matter as critical, very important, important, just thought I’d see if it was worth pursuing, or just wanted to know what my rights are.
  7. Are we the first attorneys you have consulted regarding this matter? Have you ever been represented by an attorney before?

One of three outcomes is possible following your consultation. The attorney and you may mutually agree to the terms of representation, the attorney may decline representation, or you may decide not to use the services of the attorney.

If you agree to hire the attorney and the attorney agrees to represent you, you will be asked to sign an Agreement for Representation. The Agreement for Representation sets forth the terms and conditions of our representation.

If the attorney does not agree to represent you, you will be strongly urged to immediately consult with other legal counsel to protect your rights.

Additional helpful information is available for clients and potential clients at The Florida Bar’s Consumer Information page.

Over a Century of Service