McAdoo Legal — preparation checklist First conversation Organizational aid only. Not legal advice or a legal form. No information is sent to McAdoo Legal. This is not intake, booking or an engagement. [ ] Write down the main question you want to ask, on your own paper. [ ] Keep any notices and dates together for the lawyer to review. [ ] Prepare a list of people and organizations involved for a secure conflict check. [ ] Ask which documents the lawyer wants and how to share them securely. [ ] Ask about scope, availability, fees and the next step before proceeding. My questions (complete offline): __________________________________________________ __________________________________________________ Next step: confirm the lawyer's approved contact channel and availability. Do not send private facts or documents through an unsecured website.