Preparing for a first conversation
A short practical checklist for the questions you want to ask about services, communication and the next step.
Read the full articlePractical reading before first contact.
Questions about services, scope and communication, without case-specific advice.
3 notes shown
Practical resource notes
Make the written scope useful
Look for a clear description of the proposed work, what is excluded, who will handle it and how changes will be discussed.
Useful questions to ask
What work is included, who is responsible for each stage, and what needs a separate agreement? Ask how the provider will explain a change in scope or estimate.
Agree how to keep in touch
Ask who your point of contact will be, which communication route to use and how to raise a practical question.
Keep the practical details clear
Ask how meetings are arranged, where routine questions should go and which approved route to use if documents are requested. Confirm those details with the real provider.
These are original demonstration notes about practical contact arrangements. The preparation article has one separate full page; the other two are complete short notes here. They are not legal guidance, news updates or a substitute for advice about a particular matter.
Your first point of contact
General enquiries Find a clear place to begin.
Ask about a service or the arrangements for a first conversation.