How to Prepare for Your First Meeting With a Lawyer in Ontario: What You Need to Know

Your first consultation with a lawyer is a critical step in resolving your legal matter effectively. Whether you are dealing with a family law issue, estate matter, civil litigation, a corporate dispute, or an employment law matter, coming prepared will help you make the most out of your time and reduce costs in the long run.

Below are essential tips on how to prepare for your first legal consultation and ensure your meeting is productive and efficient.

1. Bring Proper Identification and Corporate Documentation (If Applicable)

Be sure to bring and have available the following documents:

• Government-issued photo ID (e.g., driver’s license, passport or Ontario card)

• Proof of address (e.g., utility bill, lease agreement)

• If you’re representing a business, bring corporate documents such as:

  
  

  • Articles of Incorporation

  • Business license

  • Shareholder or partnership agreements

  • Corporate resolutions authorizing you to act on behalf of the company

    
    

Tip: Having these documents ready saves time and ensures the lawyer can begin advising you immediately.

2. Know the Facts of Your Case

Before your meeting, take time to clearly think through the events that led you to seek legal help. Your lawyer will need to understand:

• Who is involved (names, roles, relationships)

• What happened and when

• What the dispute or legal issue is

• What is at stake (e.g., money, property, business interests, parenting time)

• How has this impacted you, emotionally or financially

Tip: Writing a timeline of events can help you communicate the key facts clearly and help your lawyer quickly grasp your situation.

3. Gather and Organize Supporting Documents

Bringing relevant documentation allows your lawyer to assess the strength of your case, understand legal risks, and give accurate advice. Common documents include:

• Contracts or agreements

• Emails or text messages

• Court papers or legal notices

• Financial records or invoices

• Employment documents

• Police reports or medical records

Tip: Use folders or digital files with clear labels (e.g., “Contract - Jan 2023”) to keep everything organized. If emailing materials beforehand, do so at least a day or two in advance.

4. Be Ready to Discuss Fees and Provide a Retainer

Most law firms in Ontario require a retainer before beginning work on your file. A retainer is an upfront payment that is held in trust and used to pay for legal fees and disbursements.

During your first meeting:

• Ask about the lawyer’s hourly rate or flat fee structure.

• Inquire about billing practices and how you will receive invoices.

• Understand how the retainer will be applied and when it might need to be replenished.

Tip: If you’re unsure of your budget, be honest about your financial constraints. Some firms offer flexible arrangements or limited-scope retainers.

5. Prepare a List of Questions or Concerns

Clients often forget important questions in the moment. To avoid this:

• Write down your top concerns

• Ask about legal timelines, possible outcomes, risks, and next steps

• Inquire about what you should avoid doing that could harm your case

Tip: Don’t be afraid to ask “basic” questions; your lawyer is there to help you understand the law and your options.

Final Thoughts: A Little Preparation Goes a Long Way

By organizing your documents, knowing the facts of your case, and having clear questions, you empower your legal team to hit the ground running.

For more information on your specific situation, contact one of our litigation lawyers by booking a paid consultation online with us at www.bprlitigation.com or emailing us at justin@bprlitigation.com, and we would be happy to arrange an in-person or virtual consultation in order to assist you.