LEGAL GUIDE

How to prepare documents before a legal meeting

A practical framework for arranging the chronology and available documents before an initial legal meeting.

This article is for general information and does not constitute legal advice for a specific matter.

Arrange documents chronologically

Where possible, place dated contracts, notices, correspondence and payment records from oldest to newest.

Preparing copies or digital versions before handing over originals can be practical.

A one-page note listing key dates and parties can help make the initial discussion easier to follow.