Understand the steps ahead

Give your name, a safe contact method, the parties’ names, a brief description and any deadline. Sending an enquiry does not create a solicitor–client relationship. Do not send confidential documents until we complete a conflict check and confirm we can act.

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We check for conflicts and consider whether we can take on the proposed work. We may need further information before arranging a meeting. Flag urgent dates clearly; an enquiry alone does not make the firm responsible for them.

Once we confirm what is needed, organise relevant documents, a short chronology and your questions. Our freely readable checklists can help. Tell us your preferred language and any access needs so we can confirm arrangements.

We explain the proposed work, who will handle it, the fee basis and relevant expenses. Some matters follow the Solicitors’ Remuneration Order in force; otherwise, a fee is agreed in writing before work starts. Changes to the work may require a revised scope and fee arrangement.

The engagement letter records the agreed work and terms. Ask about anything unclear before accepting it. Website guides, checklists and newsletters provide general information, not advice on your circumstances.