Use this worksheet to organize an initial conversation with Craig A. Fine’s law office. You can copy the prompts into your own notes. You do not need to answer every question before making an inquiry.
1. Your purpose
What brought you to seek assistance? Describe the issue in two or three sentences. What decision do you need to make? What outcome would you like to discuss? Keep your account factual and distinguish events you observed from information reported by someone else.
2. People, property and location
List the names of the people or organizations involved and explain their relationship to the issue. Identify the state and county connected to the matter. If it concerns property, note its address. Ask the office what information it needs for its initial review before sending detailed records.
3. A timeline
Create three columns: date, event and supporting document. Put events in order. Mark estimated dates as estimates. Include any upcoming date stated on a notice, agreement or court document, and retain the document itself. Ask an attorney to assess the significance of dates for your particular matter.
4. A document index
List each relevant document by title, date and filename. Identify the signed agreement and any later amendments separately. Note missing pages or attachments. Preserve original files and distinguish copies carrying your notes. For correspondence, retain enough context to explain what the parties were discussing.
5. Questions about an engagement
Ask whether the office can assist with this type of matter and location. Discuss the proposed scope of work, who would handle it, how fees and expenses would be described, and how updates would be communicated. Ask what happens next and what information you must provide.
6. Your next-step record
After the conversation, write down the date, the information requested, your next action and any follow-up arrangement. Confirm whether the office has accepted an engagement rather than assuming a preliminary inquiry establishes representation.
Contact and related information
Arrange an inquiry through the firm’s official contact page. You can also review its practice area directory, read Craig’s personal and professional story, or browse the publication archive. In-house Mandarin-speaking support is available for Chinese-speaking clients; ask the office about language assistance and its preferred method of receiving sensitive documents.
Attorney Advertising. General information only, not legal advice. Visiting this site or contacting the office does not create an attorney-client relationship. Prior results do not guarantee a similar outcome. Legal disclaimer.
