Before an engagement
Clarify the next step.
A legal-services enquiry and an accepted engagement are different stages. A clear record helps avoid assumptions about responsibility.
Acceptance
Ask whether the matter can be considered and which professional would be responsible. Availability, jurisdiction and any conflict considerations need to be addressed before representation is assumed.
Scope and fees
A proposed engagement should identify the work covered, what is excluded, communication arrangements and the basis of fees and any expenses. The website quotes no price and accepts no deposit.
Documents and instructions
Agree how necessary documents should be provided, who can give instructions and which dates need action. An unsolicited draft does not become a case file or an instruction to file a document.
Keep confirmation
Retain the actual accepted terms and explicit confirmation of any next action. These general website notes cannot replace that agreement or provide advice about a particular matter.
Ask about engagement steps