Working with attorneys is not something that people do every day. There’s some mystery to it, rumors, fears of expenses, and concerns about confidentially. We’re aware of this and we want to put you at ease.
We thought that you would appreciate understanding how we work with our clients so that you know what to expect if you choose to work with us.
It all begins with a phone call, or by submitting our free case review request form.
Getting Your Free Case Evaluation
When you first call into our office, you will most likely speak with Holly. She is our Director of Marketing & Client Relations and will guide you through the free case evaluation process.
Holly will collect your contact information and get all the basic information about your injury, how it happened, and the impact it is now having on your life.
Please know that all the information you provide here is confidential. While at this stage you are not considered a client, we never disclose your personal information and will never contact anyone on your behalf without your express permission.
After Holly has collected the information needed to start your free case evaluation, she will let you know which attorney in our office will be best suited for your needs – Charles D. Naylor, Peter S. Forgie or George M. Jones. If he is available, she will connect you to the attorney right away, otherwise she will ensure the attorney calls you back that day if possible, or schedule a time for you to speak with the attorney.
Your free case evaluation with the attorney will most likely start over the phone, where he will ask you more in-depth questions about your injury and treatment, as well as specifics about how it occurred and why.
We understand that this may be difficult, for many reasons, however, the more honest and forthcoming you are the better we will be able to help you. Again, everything you tell us is confidential.
At the end of your phone call, the attorney will provide you with his thoughts about your legal options. If yours is a case he fells we can help you with, a retainer agreement will be sent to you. If yours is not a case we can handle, the attorney will advise you of any steps you can take on your own, or provide you with a referral for a second opinion.
Reviewing & Signing the Retainer
If we agree to represent you, we will send you a retainer agreement to review. We encourage you to ask any and all questions you may have about the agreement so that you fully understand it. Once you are satisfied, you’ll sign and date the retainer and mail the original back to our office.
Once we receive the retainer, signed by you, Holly will give you a call to schedule your initial client interview.
Initial Client Interview
The initial client interview will most often take place over the phone and normally takes 30 to 45 minutes. The purpose of the interview is to gather, all at once, the basic information we will need to handle your case efficiently.
Holly will let you know how to prepare for the interview, which usually includes preparing a list of all the doctors and hospitals that have treated you for your injury, as well as all your medical insurance information. At the end of the interview, Holly will schedule a call or meeting with your attorney to further discuss your case.
Attorney / Client Meeting
The first meeting with your attorney can take place via telephone or in-person, depending on your circumstances and where you live. Before the meeting, the attorney will have reviewed your initial client interview and may have some follow up questions based on the information provided.
The purpose of this meeting is first, to answer any and all questions you may have at this point. And second, for the attorney to start drafting up your initial case plan. The initial case plan will outline exactly what will be needed from you, if anything, as well as the first set of marching orders for our staff to get the ball rolling on your case.
Shortly after your first attorney meeting, you will receive a packet in the mail from our office that will include:
- A copy of the fully-executed retainer agreement signed by you and your attorney
- Information about your legal team, including your attorney and the paralegal assigned to your case, as well as other office staff members that may be in contact with you
- Any additional authorizations for you to sign
After that, we begin working on your case and will do our best to get the settlement that you deserve.
Ready to get started? Request a free case review now.