What to send before a first legal consultation

Begin a new legal inquiry with the names of the people or businesses involved, a short description of the issue, and any urgent deadline. That information helps a representative check conflicts and decide whether the matter fits the permitted scope before collecting a large file.

Once instructed on how to provide documents, organize the key agreement, notice, decision, payment records, and a concise timeline. Keep originals and identify missing items. Avoid sending unrelated sensitive information or assuming a website message creates a retainer. State what outcome you want and what you have already filed, signed, or paid. A focused first submission allows the legal assessment to concentrate on the issue and the next step that actually needs attention.

Prepare a one-page summary stating what happened, the result you want, and what is urgent. Include the dates on any notice, claim, decision, or hearing letter exactly as shown. Tell the representative about other professionals involved and any related proceeding. Identify what you have already signed or agreed, including a release or payment plan. This information can change the available options and should not be left until the end of the discussion because it seems unfavourable or embarrassing.

After receiving document instructions, send a small, organized core file rather than hundreds of unlabeled images. Use clear filenames, keep complete documents, and provide a short index if several records are involved. Retain originals and do not alter messages to make them easier to read without also preserving the original version. Ask how sensitive information should be provided and confirm whether a retainer has actually been accepted. A useful first meeting ends with clarity about the issue, remaining information, proposed scope, and who is responsible for the next urgent task.

Sources

• Law Society of Ontario Paralegal Rule 3 duty to clients

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General Ontario legal information, not legal advice for your matter, and reading it does not create a retainer. Sources checked 15 October 2026: check the current law, forms and dates before you act.

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This article is general information for people in Ontario, not legal advice. Rules, forms and deadlines change, and every situation is different. Check the current rule or speak to a licensed legal professional before you act.