Consultation / HourlyFixed feeIntake call and scope check

Free 15-minute intake call

A short free call to understand your matter and whether NEO can help.

Calls are booked by appointment; if you have a deadline, mention it when you book. Ontario Licensed paralegal firm (LSO P21785)

What is included

  • A short conversation about what your matter involves
  • A conflict check on the names of the other people involved
  • A check of whether the matter is within a licensed paralegal's scope
  • Next steps: a full consultation, a referral to a lawyer, or other help such as the Law Society Referral Service

What is not included

  • Representation, filings or ongoing work after the consultation, unless agreed in a signed retainer
  • Advice on matters a licensed paralegal is not permitted to handle
  • Preparing documents beyond what the service describes
  • Government, court or tribunal filing fees and other disbursements

Who this service is for

  • Anyone who is not sure whether NEO can help
  • People who want to know whether their matter needs a paralegal or a lawyer

Information to have ready

  1. 1The names of the other people or organisations involved
  2. 2One or two sentences on what the matter is about
  3. 3Any deadline you know of

Frequently asked questions

What happens when I check out?

You book a time for your intake call, then save a card on Stripe's secure page. Nothing is charged today: the card is only charged later, for an invoice for work already done, as your retainer agreement sets out. A licensed paralegal confirms the details, checks for conflicts of interest and, if we can act for you, sends the retainer agreement. Fees paid before the work is done are held in our trust account.

Will I get detailed advice on this call?

This call is to understand your matter and whether we can help. If you need more detailed advice, we explain how that can be arranged.

What if you cannot help?

We tell you as soon as we know and point you to a lawyer or other help, such as the Law Society Referral Service.

General information only, not legal advice. NEO Legal Services Professional Corporation is a licensed paralegal firm regulated by the Law Society of Ontario.

Important limitations

  • Advice is based on the information and documents you provide at the time
  • Until a retainer is signed, you remain responsible for your own deadlines
  • No outcome can be guaranteed
  • Advice is limited to matters a licensed paralegal is permitted to handle; if your question, or part of it, needs a lawyer, we tell you and can refer you to one.
Law Society of Ontario — Barreau de l'Ontario
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