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Preparing for your first consultation

Write a short summary of what happened, the people or organisations involved, and the outcome you hope to achieve. Arrange the key events in date order and note any upcoming hearing, meeting or response deadline.

What to prepare

Gather the agreements, letters, notices and records relevant to your enquiry. Keep complete copies and arrange them in date order. Prepare questions about the process, proposed scope of work, fees and documents the firm may need.

For an initial enquiry, provide your name, preferred contact method, a brief description of your matter and any important dates. Our team will explain which documents are needed and how to provide them.

Read more practical guides or contact FSA to arrange a consultation.

This article provides general information about preparing an enquiry. It is not legal advice on an individual matter.

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