Why This Process Matters
Before we can work together, we need to make sure we're on the same page and that I can properly represent you. This process isn't bureaucracy for its own sake. The getting started process protects both of us and sets us up for success. Think of it like making sure everyone's got the right map before starting a road trip.
Here's How We Begin
Step 1: The First Meeting
Whether someone sent you my way or you reached out directly, we will start with a conversation. This is where I learn about your organization and what you're trying to accomplish. It's also where we talk what things will cost and how billing works. The goal is clear communication so that there are no surprises revealed later. Everything is on the table from day one.
Step 2: Proposal (Sometimes)
For certain projects, I'll send you a written proposal that spells out exactly what I will do and what it will cost. This is especially helpful for bigger or more complex work where everyone benefits from seeing the plan in writing.
Not every project needs this step, but when it makes sense, I will use it.
Step 3: Conflict Check
Before I can officially be your attorney, I have to run a conflict check. This means making sure I'm not already working with someone on the opposite side of your issue. For example, if you are buying land and I am already representing the seller.
During this step, I also verify that your organization is properly registered with the state and in good standing. This step lays a strong foundation and guards against conflict issues that can come up later.
Step 4: Engagement Letter
Once the conflict check is complete, I will send you an engagement letter. This is the official document that says we are working together. It covers what I will do, what it costs, and how we will work together.
You, as the client, will review and sign the engagement letter and return an executed copy to me. Once I have that signed letter, we are officially attorney and client.
Step 5: Retainer (Sometimes)
For some types of work, I will require a retainer (e.g. payment upfront). This is common in legal practice and gives both of us some security.
Most of the time, though, I do not require a retainer.
Step 6: We Get to Work
Now the real work begins. I will ask you for the documents I need (e.g. articles of incorporation, bylaws, contracts, or financial statements). Once I review the necessary background information, we will begin to work on solving your legal problems together
This is where expertise meets your mission. You have a goal, and my job is to clear the legal path to get you there.
Why It Matters
This process isn't about making things complicated. It's about making sure we start on solid ground. When we skip steps or rush through them, problems show up later. This getting started process avoids misunderstandings about scope, surprise bills, and conflicts that should have been caught early.
I do not skip steps because getting started the right way means everything runs smoother. You will know what to expect, I will know I can represent you properly, and we can both focus on the work that matters.