The Consultation Process
How Our Consultation Process Works
At Simon Paralegal, the consultation is a straightforward, no-obligation first step designed to help you understand your options and decide if we’re the right fit. It’s simply a conversation — no legal advice is given until a formal retainer agreement is signed.
Here’s exactly how it works:
-
Reach Out/Contact: us by phone, email, or the form on this page. Include your name, preferred contact method (phone, email, or virtual), and a very brief overview of your matter (e.g., “traffic ticket” or “Small Claims dispute”). No detailed descriptions are needed at this stage.
-
Schedule a Meeting: we’ll arrange a convenient time for a virtual, in-person (North York), or phone discussion.
-
Case Overview Discussion: during the meeting we’ll review the high-level facts of your situation. We will explain whether it falls within our authorized scope as a licensed paralegal, outline realistic next steps, and answer your questions so you can make an informed decision.
-
Decide on Next Steps: ff we both agree it’s a good fit and you choose to proceed, we’ll prepare a retainer agreement. Only then does the formal client relationship begin and work start.
This process is designed to be efficient and transparent — you stay in control the entire time. Ready to get clear answers about your situation? Send me a message or call today.