Use one factual summary for every meeting
Changing the facts between consultations makes answers difficult to compare. Prepare a short brief identifying household income, major assets and liens, debt types, recent transfers, prior filings, lawsuits, and exact urgent dates.
Consultation record
| Question | Attorney A | Attorney B | Attorney C |
|---|---|---|---|
| Chapter or alternative considered | |||
| Most important risk identified | |||
| Documents still needed | |||
| Immediate deadline or next step | |||
| Total fee and payment timing | |||
| Excluded or separately priced work | |||
| Responsible lawyer and staff roles | |||
| Communication method and response time |
Decision notes
Answer that was clearest:
Risk that remains unresolved:
Term in the fee agreement to clarify:
Official source to check:
Next deadline:
Do not choose under avoidable pressure
An urgent legal date may require immediate qualified help, but a promotional deadline does not. Separate the court deadline from the sales process and retain copies of everything you sign.