People ask Jo if she offers free consultations, and it depends on your situation. A consultation with her begins with determining if your legal situation falls within the legal services she offers. The first step is to email or call her and give her a brief, general description of your situation. That information is not confidential because you have not created an attorney-client relationship with her yet, so please do not include any personal details. All she needs is a general idea of the situation to assess if it’s the kind of legal work she handles. There is no charge for this first step.
After she gets your initial call or email, the process may proceed several different ways. Here are three examples of what can happen after you first contact her:
- You call her and leave a message stating that you have a divorce matter you want to discuss with her. This is an example of someone wanting legal services she does not offer. In this kind of case, she calls you back and tells you that she does not handle divorce matters and gives you the name of an attorney who does.
- You email her and ask if she can draft a horse sales contract for you with a clause in it that allows you to buy the horse back at some point. She emails you back with a general answer that explains how the law applies in such situations. In that same email, she quotes you a flat fee price for the contract work so you can decide whether or not you want to have it done.
- You email her and say that you’ve decided you need to get your will drafted and want to include a horse trust. She sends you a simple form to fill out with specific information about your situation so she can see what your best options might be. Then she sets up a 30-minute consultation with you during which she explains those options to you and helps you decide which best suits your needs and preferences. During the 30-minute consultation, she also discusses other estate planning options that may pertain to you personally (such as powers of attorney or health care proxies). This stage of the work, which requires that she evaluate your personal needs and draft specific solutions from which you can choose, costs $100. Once you decide how you want to proceed and ask her to draft your will or other estate planning documents, she applies the $100 you’ve paid so far to your final bill. In essence, then, it turns out you receive that first 30-minute consultation for free.
If your legal matter requires more than 30 minutes of consultation and cannot be handled by one of her flat fee services, she explains your options, such as extending the consultation time for an additional cost or retaining her services to handle the legal issue. While she does not generally accept cases for litigation, she discusses options concerning your legal matter and refers you to an appropriate trial attorney if you decide to pursue litigation. Prior to a paid consultation, she also asks you to sign a consultation agreement and pay the $100 fee online. She may be available for in-person consultations but you must contact her for pricing and availability. She can only discuss matters concerning Massachusetts law.
Contact her today to learn how she can help with your business legal needs.