What to Bring to Your First Meeting with a Civil Lawyer

So, you’ve finally booked that consultation. Whether it’s a messy property dispute, a breach of contract, or just a lingering legal issue you’re tired of Googling—meeting with a civil lawyer is a smart move. But let’s be real: walking into a law office for the first time can feel like stepping into another world. You’re not quite sure what to expect, and more importantly, you’re not sure what you’re supposed to bring.

If you’re reaching out to one of the top law firms in Montreal, chances are they’ve handled hundreds of first-time clients. They’ve seen it all—from the super-prepared with color-coded folders to those who show up empty-handed with a vague “I think I might need to sue someone.”

The truth? You don’t need to have it all figured out. But bringing the right things can make a world of difference.

1. All Relevant Documents (Even the “Maybe This Matters?” Ones)

Don’t worry about overpacking. Bring everything even remotely connected to your case. Emails, letters, contracts, receipts, photos, text messages—yep, even screenshots. Lawyers are like detectives; sometimes the smallest thing unlocks a case.

If it’s a property issue, bring the deed, any agreements, and communication between parties. If it’s a contract dispute, grab the contract (obviously), but also any related invoices, notes, or email threads.

You don’t need to organize it all perfectly (though brownie points if you do). Just toss it all in a folder. Your lawyer will sort through the legal meat and leave the fluff behind.

2. A Written Summary of Events

This doesn’t have to be a Pulitzer-winning narrative. A simple, bullet-point list is fine. Think dates, names, key events, and what happened in plain language. This gives your lawyer a clear starting point—and keeps the meeting focused.

Plus, it’s easy to forget details when you’re nervous. Having notes helps you stay on track and ensures nothing important slips through the cracks.

3. A List of Questions (Yes, Write Them Down)

We get it—you’ll remember the big stuff. Until you don’t. Sitting across from a lawyer can be intimidating, and questions you were sure you’d ask can vanish mid-conversation.

So jot them down. Not sure what to ask? Try:

• Do I have a strong case?
• What are my options?
• How long will this process take?
• What could this cost me?
• Is there a chance of settling out of court?

Even better—ask what your next steps should be if you decide not to proceed yet. Some of the local lawyers for civil cases might suggest alternative resolutions or temporary strategies that don’t cost a fortune.

4. Your ID and Contact Info

Seems obvious, right? Yet, people forget all the time. Most law firms need to verify your identity, especially if they’re drafting or reviewing documents. Bring government-issued ID and any relevant info (your address, phone number, other parties involved, etc.).

5. Payment Method or Retainer Fee (If Applicable)

Some firms offer free consultations, while others charge a flat fee. Others might credit that initial fee toward your retainer. Either way, it’s a good idea to ask ahead and come prepared to pay—just in case.

And don’t feel weird about discussing money. A good lawyer won’t dance around the topic. They’ll break down the costs and give you a roadmap, even if the road ahead has a few bumps.

6. An Open Mind and Realistic Expectations

Alright, this one’s not something you can toss in your bag—but it’s important. Civil cases can be complex, and resolutions don’t always look like courtroom drama TV episodes. Be honest, be open, and be ready to listen.

Your lawyer might tell you things you don’t want to hear. That doesn’t mean they’re not fighting for you—it means they’re being honest. And trust? That’s everything.

Final Thoughts

That first meeting is really just a conversation—a starting point. And when you show up prepared, you get more out of it. You spend less time digging for documents and more time building a strategy.

Whether you’re consulting one of the top law firms in Montreal or chatting with local lawyers for civil cases who know your neighborhood like the back of their hand, being ready makes all the difference. It saves time, money, and maybe even a few grey hairs.

So go ahead—pack your folder, scribble down your questions, and walk in like someone who’s ready to handle business. Because you are.