When you meet with the lawyer, explain the outcome you’re seeking in your legal matter. Share all the documents and all relevant information you have about the matter.
Together, you can now make a plan for how you will divide up what work needs to be done.
Identify the key tasks
Start by identifying the key tasks needed to achieve the outcome you want.
Divide up the tasks
Once you and your lawyer have identified the tasks, decide together which ones you want help with and which you will handle on your own.
The tasks you take on should be ones best suited to your skills and comfort level.
For example, say you’re going to mediation in a family matter. You might decide to handle the mediation session on your own, and have your lawyer help with tasks such as these:
- before the mediation, advising you on the law that applies
- giving you tips on how to handle yourself at the mediation session
- after the mediation, drafting a separation agreement setting out what you agreed on at the mediation
Learn about the range of legal services that can be unbundled.
Then record your plan
Put your plan in writing.