Case fit
Record whether the firm currently handles this kind of matter and jurisdiction, plus the facts it says require further review.
People and responsibility
Record the supervising lawyer, day-to-day contact, expected response method, and any other firm that may participate.
Fees and expenses
Record the fee method, how case expenses are treated, when deductions occur, and what the agreement says about ending representation.
Next step
Record what the firm needs from you, what it will do next, and when you should expect an answer. Leave a blank when the answer was not provided.
Questions about this step
Should I score firms by online reviews?
Reviews may provide leads for questions, but they do not verify legal ability or predict your experience. Use verifiable and matter-specific criteria.
What if two firms give different answers?
Ask each firm to explain the basis for its answer and identify what facts could change it. Legal assessments can differ.