Who is involved?
List the people, businesses or organisations connected to the issue.
Private clientPersonal legal matters deserve
Personal legal matters deserve
room to be understood.
A private-client enquiry often starts before the legal category is obvious. This page is designed around the information the firm needs first: people, documents, dates and the decision in front of you.
PRIVATE / CLIENT
01People involvedNames · roles · relationships
02DocumentsLetters · agreements · notices
03DatesDeadlines · events · chronology
A better first brief
Four things make the first conversation more useful.
You do not need to prepare legal argument. You do need a clean factual picture.
What happened?
Write the timeline in plain language, including the most important dates.
What exists in writing?
Collect letters, messages, contracts, notices or previous correspondence.
What do you need now?
Clarify whether the immediate concern is understanding, responding, planning or protecting a position.
Document-led matters
Paper often tells the story before people do.
When a matter turns on a written agreement, letter or notice, the exact wording matters. Keep the original document, the context around it and any response history together.
Private-client intake
Build my call notePrepare a concise call brief.
The contact tool keeps the information in your browser and lets you copy a structured note before calling the firm.