Attorney Consultations - Step 3

Please submit the form so that the intake training lead and consultations lead can begin preparing you in the intake systems. 

In this section, we'll begin to collect the information necessary for the firm to begin properly scheduling you with potential clients for consultation and case assignments. If you are a new hire, and have already completed this, you can add a comment to the task and mark complete.

Review the materials linked below to familiarize yourself with the firm’s primary practice areas. Focus on the fundamentals of each area where you may conduct consultations. Understanding these basics will help you provide accurate, confident preliminary guidance during client consultations.

Read the Attorney Consultation Manual in full. This document outlines the firm’s consultation standards, communication expectations, and closing procedures to ensure a consistent client experience across all consultations.

Complete the Consultation Lead Rating System Training.

Review the Welcome Message Training document to understand how to set appropriate client expectations at the start of each consultation.

Read the Short‑Notice Appearance Protocol to learn the required procedures when a consultation reveals an upcoming court date or hearing. 

Read the Case Analysis Matter Guide to understand when and how to recommend a Case Analysis following a consultation. This training explains how to present the Case Analysis as a structured, billable legal service that supports informed client decisions.

Listen to at least one hour of recorded consultations from experienced attorneys. Focus on tone, structure, and phrasing used to set expectations, quote retainers, and close the consultation.

Watch this video to learn about the resources and mechanics necessary for conducting client consultations.

Follow up video to Attorney Consultation Resource and Consult Walkthrough.

Read the below link to understand our Reduced Pricing program.

Follow this link to learn about O'Flaherty Law Dual Consultations.

Ensure attorney consult checklist done