How to call a Lawyer, and what questions they'll ask.

Most people don't know what to expect when calling a lawyer. In order to get the most out of your first call, our Chief Paralegal, Emily, has these tips to share.
Chapters:
00:00 - Intro
00:20 - What Should I expect?
00:57 - What Are They Going to Ask Me?
02:22 - What Information Do I Need When I Call?
03:07 - How Much Does a Phone Call Cost?
03:48 - Don’t be Intimidated
04:17 - Other Legal Videos
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Original Blog: matthewharrislaw.com/what-to-...
You’ve recently had a legal issue arise. You know you need to contact an attorney, but you have never done that before. What should you expect? How do you know what kind of attorney you need? What are they going to ask you? What information do you need when you call them?
What Should I Expect?
When you call an attorney’s office, there is no promise that you will get to talk to an attorney on the first call. It is not that attorneys have no time for you, but they have other clients and cases and may be out of the office in court. Also, do you really want to hire an attorney who has nothing better to do but to wait on potential clients to call?
You should expect to talk to the legal secretary or the paralegal who will ask you for information regarding your case and will be your lifeline for scheduling an appointment. You should also know the legal secretary or paralegal you speak to is covered by the same confidentiality standard (and attorney-client privilege) as any attorney.
What Are They Going to Ask Me?
The legal secretary or paralegal will gather basic contact information while talking to you, such as your name, phone number, and email address.
Now, we know what you are thinking, “My email address? Why?” This is how most firms communicate with you, from scheduling your initial appointment, sharing updates on your case, and even sending out your monthly invoice.
You will need the names of everyone involved in the case to tell the legal secretary or paralegal. Some potential clients are hesitant to provide this information, but it is absolutely necessary to perform what is known as a “conflict of interest check.” This ensures that the attorney hasn’t previously represented the other party to the case or doesn’t have a business relationship with the other party that could conflict with the attorney’s loyalty to you.
If there is a conflict of interest, you will likely be informed immediately, and you’ll be referred to the State Bar of Texas Lawyer Referral Service. Unfortunately, the law firm isn’t allowed to reveal to you what that conflict may be, per the State Bar of Texas Ethics Rules. If there is not a conflict, then the legal secretary or paralegal will continue to gather information from you.
After the conflict of interest check, you will be asked more detailed questions about your case. Those questions will help guide the legal secretary or paralegal on what kind of case you may have. Based on the information you provide the questions will become more direct and relevant to you and your case.
What Information Do I Need When I Call?
When you call an attorney’s office, it is very important that you have all of your documents in front of you. If you were served papers, if you have a contract, or if you have a question about your divorce decree, then having those documents right in front of you will help the attorney get a full picture of your individual case.
Something that most people don’t think about before they call an attorney’s office is what their desired outcome is. Sometimes this is simple; if you’re calling for a divorce, then your desired outcome is to no longer be married. However, if you have a custody dispute, then it is helpful for you to put some thought into who should have custody of the children, how much visitation should each parent get with the children, and where (city/state) should the children have to live.
How Much Does a Phone Call Cost?
After the legal secretary or paralegal has asked enough questions to find out what kind of case you have, they will confer with an attorney to get the possible deposit price and to see if the attorney will be able to meet with you. The legal secretary or paralegal cannot accept cases or set fees for potential cases; only a licensed attorney can do those things.
There is no guarantee that the attorney will be able to take your case, but the deposit amount helps you to know what the up-front cost will be, if any, in order for you to get started. The initial phone call doesn’t normally incur any charge unless the attorney ends up taking your case. However, each law firm is...
What does a paralegal do?
What does a legal secretary do?
Day in the life of a paralegal
Day in the life of a lawyer
Music:
Simple Step - Slenderbeats
Music provided via KZbin Studio Audio Library

[@emilywalterscheid3155]

I hope this information is helpful to anyone who has the need to call a law office.

[@birthdaygirl25]

Great information!

[@jenniferc.2514]

Thank You 🙏🏽

[@MatthewHarrisLawPLLC]

My pleasure! I'm glad you found value in this because we put so much time and effort into the production. 🙂

[@RivithOi]

Better call Saul

[@MatthewHarrisLawPLLC]

haha! You misspelled Matthew. 🤓😁

[@Peep1988]

I have never met any professional, decent and humble attorney in US I have had to contact. Their secretaries are 99.9% impolite, ignorant and cocky or downright incompetent. They do not return calls or reply emails promptly. That is not professional. Most attorneys do not even do a conflict of interest check initially and start asking about the case. I do not want to give any attorney, my contact and case details, besides my name at outset, unless he/she is willing to advise or represent me. They are usually rude, impatient and even disinterested in hearing about the case's details and focus on asking about their retainer and fees. I have met sharp and effective attorneys though who were pretty much axxhxles in their conduct nontheless. The attorneys act professional with those clients who pay them high fees and who they know can go after them for malpractice. The best attorneys are those who help clients out of goodness of their hearts Pro Bono or for good causes they also believe in like those at ACLU or legal aids. Attorneys I met were the biggest liars. Caucasian attorneys here are also very racists. Often one sees an African American attorney helping African client. Attorneys are one of the most hated people and rightfully so. Nobody really falls in love with his/her toilet but everyone needs the toilet because it has a purpose and same goes for the attorneys. There are always exceptions in any profession's field.

[@MatthewHarrisLawPLLC]

I'm sorry you've never had the chance to work with a really great attorney. It makes a world of difference.

[@Peep1988]

@@MatthewHarrisLawPLLC Thanks. I am sure it does. I am not against good lawyers. Can an out of state lawyer be a layperson "representative" of a person as a non legal representative in another state? Like for example, if I have a legal issue and have a friend attorney in another state, can my friend attorney help make calls, write letters, emails and seek information or records and request my matters be addressed properly by others involved in that legal matter with me? He or she need not put down on those letters that he/she is an attorney but I should have right to have my friend attorney's vast knowledge benefit me as a layperson. No? I have a right to designate anyone my representative in any matter no?