How to prepare for an appointment with your lawyer

Clear picture of the lawyer’s role and your expectations

In order to optimize the services he will be asked to render, the lawyer likes to know exactly what is expected of him.
Prepare clear instructions for your lawyer.

Questions

Prepare a list of questions you want to ask your lawyer so that you can share your concerns.

Chronology of events

Have a detailed list of all the events related to your case, in chronological order.
Make sure this list is as accurate as possible so that your lawyer can understand all the details of your case.

Proof of identity

Bring with you at least one proof of identity, from you or from the person (legal or natural) for whom you are acting.
The Barreau du Québec requires lawyers to identify the client as follows:
- in the case of a natural person:
  - name;
  - personal or business address, if applicable;
  - personal or business telephone number, if applicable;
  - occupation;
- in the case of a legal person:
  - name;
  - address;
  - telephone number;
  - certificate of incorporation or identification number and the place of its issuance, if applicable, and the general nature of its activities, except in the case of a financial institution, a public body or a reporting issuer;
  - name, position, address and telephone number of authorized persons who provide instructions regarding the mandate or service contract.

All important documents (in a binder with separators if possible)

Bring the following documents to your lawyer if you have them on hand:
- Pleadings
- Proceedings
- Judgments
- Notices
- Letters of demand
- Emails
- Contracts
- Transactions
- Releases
- Discharges
- Wills
- Deeds
- Certificates
- Pictures
- Videos
- Recordings
- Invoices
- Receipts
- Titles
- Statements
- Records
- Reports (expert, medical, police, etc.)
Your lawyer will appreciate if these documents are all in a binder with separators.
In the end, if these documents are well prepared, your lawyer will spend less time doing it and you will save on legal fees.

List of witnesses

If there is litigation or potential litigation, prepare a list of witnesses, including phone numbers, addresses and email addresses.

Budget

We understand the importance of carefully managing your finances.
In order to find the optimal solution to meet your needs, we want to know your budget.
To this end, inform your lawyer of the financial resources you are ready to deploy.

Please note that we require all of the documents and etransfer 24 hours prior to the consultation.

In the event that the documents and/or the etransfer are not submitted 24 hours prior to the consultation, we reserve the right to either cancel the consultation or reschedule the consultation at a later date.

As a result, it is important to ensure that you send the documents and etransfer 24 hours prior to the consultation date and time.

Nous nécessitons tous les documents et le virement interac 24 heures avant la consultation.

Si les documents et/ou le virement interac ne sont pas soumis 24 heures avant la consultation, nous nous réservons le droit d’annuler la consultation ou de la reporter à une date ultérieure.

Par conséquent, il est important de veiller à envoyer les documents et le virement interac au moins 24 heures avant la date et l’heure de la consultation.