Start with the decision in front of you

Write down what you plan to do, what has already been agreed, and the next date that matters. A lawyer who regularly handles commercial leases may be a better fit for a storefront negotiation than someone whose work centers on litigation. If several states or countries are involved, identify them immediately. Ask what similar work the lawyer handles and when another specialist would be needed.

Confirm who the client will be

The company, its founders, and an individual investor can have different interests. Ask whether the lawyer would represent the business entity, you personally, or another party. Do not assume that company counsel also protects your individual position in an ownership disagreement. Provide the names of the people and businesses involved for a conflict check before sending sensitive documents or a detailed account of the dispute.

Make the assignment specific

Define the requested result: a review with written comments, a negotiated contract, formation documents, or advice on a particular risk. Ask what is excluded and who will implement the recommendations. Filing a company document may not include tax advice, licensing, a shareholder agreement, or ongoing compliance. A clear engagement letter can connect the legal work to the actual decision you need to make.

Discuss cost and communication together

Ask how fees are calculated, whether a deposit is required, and what additional costs may arise. An estimate is most useful when its assumptions are explained. Identify the main contact, who will perform the work, how urgent questions are handled, and whether additional tasks need approval. Compare proposals by their scope and relevant experience as well as price; the cheapest initial quote may cover a different assignment.

Prepare a focused first meeting

Bring complete versions of the relevant agreements, a short ownership chart, and a timeline. Separate confirmed facts from assumptions and list the three questions you most need answered. Ask what must happen next, who is responsible, and whether any deadline needs immediate attention. Verify the lawyer’s license and current standing with the appropriate licensing authority before engagement; a directory listing alone does not establish those facts.

Your preparation list

Bring the right information.

  • A one-page description of the decision and desired outcome.
  • The names of the parties, owners, and other advisers involved.
  • Complete agreements and any notices with dates attached.
  • Questions about scope, fees, conflicts, and next steps.

Reference: American Bar Association public education materials on questions to ask a lawyer. Licensing and professional conduct requirements depend on the jurisdiction. This guide provides general preparation information.