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Initial Consultation

The first meeting or call with a prospective client to discuss their case, evaluate merit, and determine next steps.

The first meeting or call with a prospective client to discuss their case, evaluate merit, and determine next steps.

Related terms

  • Client Screening — Evaluating prospective clients to determine if they meet your firm's case criteria and merit requirements.
  • Retention Agreement — The legal contract that formally establishes the attorney-client relationship and scope of representation.
  • Merit Evaluation — A thorough assessment of case strengths, weaknesses, evidence quality, and potential outcomes to guide representation decisions.

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