McAdoo Legal — preparation checklist Ongoing client check-in 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. [ ] Use the secure contact method provided by your lawyer. [ ] Review the agreed scope and your previous meeting notes. [ ] Make a private list of changes since the last conversation. [ ] List outstanding questions, requested documents and upcoming decisions. [ ] Confirm responsibility for next steps and how updates will be communicated. 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.