What to discuss at the first meeting
Identify the policy, event, claim and decision being disputed. Ask the lawyer to review the wording and reasons, not only the amount offered or refused.
Confirm whether the engagement includes a complaint process, negotiation or litigation.
Working with a firm in South West
Bunbury, Busselton and Margaret River are separate starting points in the South West. For land or business work, explain whether the issue concerns ownership, a proposed transaction, a lease or an existing dispute.
For insurance law & disputes, ask which parts of the work the firm handles itself and whether it has relevant WA experience. Let the lawyer know if a property, employer, other party or existing proceeding is outside South West. Your home address alone does not determine the applicable process.
How the engagement may progress
Prepare a chronology, agreement or policy, important communications and a calculation of any claimed amount. Distinguish firsthand facts from assumptions.
Discuss negotiation, a complaint scheme, mediation, a tribunal or court. Ask which options are available for this particular matter.
Agree on a first step and a point to reassess progress and cost. Before settling, understand what claims would be released and how obligations would be recorded.
Fees and the scope of work
Request stages for advice, correspondence, negotiations and proceedings. Discuss filing, expert and barrister costs and any potential liability for another party’s costs.
Ask for a written scope identifying the work you are authorising, the person responsible and when costs will be reviewed. If you only want advice on one step, say so before the firm begins wider work.
Dates to raise at first contact
Provide every demand, decision and court document with its date. Do not assume informal negotiations suspend a response or filing deadline.
Questions to ask a insurance law & disputes adviser
- Which policy terms and reasons need assessment?