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Matter intake

Start your file

A few short questions, one at a time, and it ends with the list of what we will need from you.

What do you need a lawyer for?

Two questions in, we will know enough to ask you the right things rather than all of them.

What is this about?

Pick the closest one. It decides what we ask next, so nothing here gets asked twice.

Real estate

Family law

Estate planning

Something else

Is the property, or the matter, in British Columbia?

We are only able to act on British Columbia matters.

This one is outside British Columbia

We are only able to act on British Columbia matters, so the firm cannot take this on. That is a licensing rule rather than anything about your file.

The law society of the province the matter sits in keeps a public directory of lawyers licensed there, and that is the fastest way to find somebody who can act. Nothing has been sent and nothing has been recorded.

Which file is this?

Each opens the file in full: everything we need to run the checks and start work, in one go. Or send the short enquiry and we will ask when we reply.

Answer this if your matter is a property file.

Is there an accepted contract?

This is the single thing that tells us whether your file is already running to a date.

Answer this if your matter is a property file.

The money on the file

Both optional. Answer what you know.

Answer this if your matter is a family law matter.

Where does the matter stand?

Whatever you pick, the first conversation is about what your options actually are.

Answer this if your matter is a will, a power of attorney or a representation agreement.

What has brought this on?

There is no wrong answer. It tells us what to ask about first.

Where, and when

The city the property is in, or the city you are in for a family law matter.

How do we reach you?

A name and two ways to get hold of you. Nothing else.

How you would rather be contacted

And how you came to the firm, which is how the people who send us work get thanked.

How did you hear about the firm?

Optional, and this is where the complications usually surface. Deadlines, a difficult other side, anything that worries you.

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Ready to send us your file?

Send us your file

The short form above tells us what your matter is. Each intake below opens that kind of file in full: everything the firm needs to run the conflict check, open the file and start work, asked once, in the order we need it. Ten to twenty minutes, and your answers are kept on this device until you send them. Once we have read it, we contact you to proceed.

Real estate

Family law

Estate planning