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Scheduling an Intake Appointment with a Divorce Attorney

Scheduling an Intake Appointment with a Divorce Attorney – What to Know and How to Do It

This is our second post in our blog series, What to Know Before Meeting with a Divorce Attorney.

It’s common to feel uncomfortable when you’re meeting with your divorce attorney for the first time. After all, it’s normal to feel a little awkward when you’re in an unfamiliar situation and you can’t rely on previous experience to help you prepare.

So that’s what this blog series is all about – uncovering the unknowns and giving you a better idea of what lies ahead so that you’re not left guessing.

In our first post, we discussed what to expect from a consultation with a divorce attorney and how to use the consultation to find the divorce attorney that’s right for you. 

intake appointment

Today’s blog post is dedicated to what you should do next after you’ve selected a divorce attorney – schedule the intake appointment. In addition, we made a checklist at the end so you know what to ask when you’re scheduling your intake appointment with a divorce attorney.

Schedule an Intake Appointment with a Divorce Attorney

Once you’ve decided to retain an attorney for your divorce, you’ll want to set up an intake appointment with the divorce attorney as soon as possible. This may seem obvious. In fact, you may be wondering why we even brought this up. However, it’s one of those things that’s easier said than done.

For a lot of people, calling to schedule an intake appointment to retain a divorce attorney means the start to the end of a marriage. Even if you haven’t been happy for a long time or have been talking about getting a divorce, it’s the completing of this step that often makes it “more real” for people and with that realization can come a flood of unwanted emotions and unanswered questions. At this point, it’s very easy to become paralyzed with fear and worry.

However, if you’re past the contemplation stage and you’re absolutely sure that you want a divorce, allowing yourself the chance to meet your divorce attorney can help with some of those unanswered questions and fears and, provide some support.

Schedule an In-Person Intake Appointment with a Divorce Attorney 

Personally, we recommend meeting with a divorce attorney in person at his/her office for the intake appointment. This allows you the chance to meet face-to-face and get to know the divorce attorney who’ll be representing you and anyone else (such as, a legal assistant or paralegal) who’ll be working with you throughout your divorce. 

Intake Appointment

The only time we don’t meet in person is when the firm has been retained by an individual who lives far away, has mobility concerns or time constraints, and therefore, prefers to have the intake meeting over the phone or by using video software like Skype or FaceTime.

Intake Appointment Scheduling Checklist

1. If you’d prefer not to meet at the office or if it’s difficult for you to meet in person with the divorce attorney, determine if the firm has the resources and ability to accommodate your needs/preferences before you schedule an intake appointment. For example, you can ask if the divorce attorney is willing to meet you at a different location that’s more convenient for you.

* If this is the case, just make sure that the location you select still ensures your privacy and confidentiality. Or if you’ve decided to phone or video conference make sure to exchange information, such as Skype user names, and arrange who will initiate the phone/video conference when you set up the intake appointment. 

Intake Appointment

2. When you schedule the intake appointment, ask how long it will take so you’re not stretching yourself too thin.

* Trying to rush through the intake appointment because you only allocated 30 minutes (when you could really use an hour) adds stress. It’s hard to focus if you’re worried about making it to your next commitment on time. Therefore, schedule the intake appointment for a day when you’re less busy. If that’s not possible, you can always ask if the lawyer would be willing to spread the intake appointment out into 3 smaller meetings. Or try to get some help with your commitments to lighten your schedule. For example, arranging a carpool with another parent for your kid’s soccer practice that night so that you have enough time for the appointment. 

–> In addition, map out your route ahead of time and make sure you take into account parking and traffic on the day and time of your intake appointment. Always give yourself longer than you think it will take to get to your intake appointment. That way, you’re not running into your intake appointment already frazzled because you’re late. 

3. Provide a safe and secure (meaning, it should be private, confidential and password-protected) phone number with voicemail and/or email address, in case the divorce attorney needs to reach you before your intake appointment or if you’d like to receive an intake appointment reminder from the firm. 

* If you haven’t been asked already, let the firm know the best way to reach you and your preferred method of contact. If you don’t have access to a secure phone line or you have reason to believe that your email has been compromised, inform the firm immediately so that steps can be taken to protect your confidentiality and privacy. 

4. Confirm the address of the law firm and don’t be afraid to ask for directions and nearby landmarks. 

Intake Appointment - Directions

5. Ask about parking options for the intake appointment.

* You’ll want to confirm ahead of time if you need to find a nearby parking ramp, have cash/change for a meter, or if the firm provides free parking through it’s own parking lot. 

Intake Appointment 

6. If you didn’t do it at the phone consultation or forgot, confirm the retainer amount and discuss the method of payment. 

* If you’re planning on having someone else pay the retainer on your behalf, it’s a good time to bring this up when your scheduling your intake appointment. 

Learn more about: How to Pay for a Divorce Lawyer

7. Determine what you should be bringing to the intake appointment with the divorce attorney. Use this list of what to bring with you when you meet your divorce attorney to give you an idea and as a starting point. In addition, if you’re planning on bringing someone else to the intake appointment with you, it’s a good idea to discuss this now. 

8. Before getting off the phone, ask if there is anything else you should know at this point. This gives your divorce attorney the opportunity to add anything else s/he may want you to know or discuss ahead of time. 

Hopefully this series, What to Know Before Meeting with Your Divorce Attorney has been helpful. To prepare for your intake appointment, read: What Happens at Intake with a Divorce Attorney and 5 Tips When Meeting with a Divorce Attorney at Intake or pin them to read later! 

Intake Appointment - What to know when scheduling with a divorce attorney