Preparing for a solicitor meeting
Get the file readable so meeting time goes on advice — not on reconstructing the story.
- One-page situation summary in chronological order.
- Party list with contact details you have.
- Timeline of key events including correspondence.
- Evidence index with short labels; bring or upload the files the firm requested.
- Amounts reconciled across invoices and bank records.
- List of open questions (process, costs, next information needed).
- Note what outcome you hope for — as your goal, not as drafted claim wording.
See also Prepare a case file for a solicitor and What a clear Case Pack contains.
FAQ
- What should I bring or send before a meeting?
- A short situation summary, party list, chronology, labelled evidence index, and clear amounts. A CaseFirst Case Pack is one way to package that — ask the firm how they prefer to receive files.
- Should I prepare legal arguments myself?
- Focus on facts and documents. Legal analysis is for the solicitor. CaseFirst does not draft arguments or assess merits.
- What questions list helps?
- Practical open questions about process, timescales, costs, and information they still need — not questions that ask CaseFirst for legal conclusions.
- Is CaseFirst a substitute for the meeting?
- No. It is organisational legal technology, not a law firm, and does not provide legal advice.
Disclaimer:
CaseFirst is legal technology, not a law firm. Preparing documents does not replace legal advice from a solicitor regulated by the SRA.