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Getting started

Preparing for a first conversation

A general question framework for a more useful professional conversation.

Prepared by Benchmark · Fictional website demonstration · General preparation

A useful starting point.

Start with a broad topic and what you hope to understand. Let the operating firm explain its conflict-check and intake process before providing names, detailed facts or documents.

A question to bring.

What information is appropriate at this stage?

Make the conversation specific.

Ask an operating practice to explain its process, the professional responsible for the work and what needs separate confirmation. Use its approved intake process for any private information. Keep this public demonstration at the level of general service questions.

Choose your next step.

Explore the service topics or prepare a local question preview. The demo does not evaluate your circumstances or send information to a professional.

A fictional law firm. No legal advice or representation is offered, and no attorney-client relationship is created. Do not enter confidential facts, names of other parties or documents. For a real matter, confirm jurisdiction, deadlines and the appropriate intake process with a licensed attorney.

YOUR NEXT STEP

Start with a clearer conversation.

Choose a topic, explore the possibilities and prepare the questions that matter to you.

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