You’ve just arranged a consultation for a new case. You wonder: Will the client arrive with the necessary paperwork? Do they have a clear objective in mind, or will the first meeting become an hour-long primer on basic legal concepts? Spotting the signs of a well-prepared client beforehand can spare you unnecessary frustration and streamline the entire engagement.
Key Indicators of Readiness:
First, they’ve clearly defined their legal problem and can communicate it succinctly.
Second, they’ve already gathered relevant documents and evidence, ensuring discussions can be substantive rather than exploratory.
Third, they can articulate their goals and desired outcomes.
Fourth, they ask informed questions that indicate some research on their part.
Finally, they demonstrate an understanding of your specialisation and how it applies to their situation.
When these boxes are ticked, you know the client is set for a productive, efficient consultation.
How Prep & Match Can Help: Prep & Match ensures prospective clients reach your office with these readiness markers already met. Its AI-guided preparation programmes coach clients on what to gather, what to ask, and how to articulate their case. By filtering and preparing clients before they ever speak with you, Prep & Match helps guarantee that the initial consultation is not only productive but also sets the stage for a smooth professional relationship and successful case outcomes.