Rosemary Lopez & Associates
A clear process.
A clear process.
From the first conversation.
Knowing what to expect makes it easier to take the next step.
Share the essentials
Start with a short outline of your matter, the people involved and any immediate deadlines. Avoid sending confidential documents at this stage.
Confirm suitability
The attorney will need to confirm availability, jurisdiction and any potential conflicts before considering an engagement.
Discuss scope and fees
Clarify the work proposed, fees, communication arrangements and what each party is responsible for.
Agree on next steps
Representation starts only when accepted and documented. Keep a copy of the engagement terms and any agreed actions.