Employment lawyer consultation checklist

Most first consultations with an employment lawyer are short. Arriving with dates, documents and the same questions for each lawyer gets you a clearer answer in less time. Use this checklist to prepare.

Last reviewed: September 30, 2026 · VettedCounsel

Educational information, not legal advice. Written for the U.S. and Canada. Rules and official resources vary by state and province and change over time. Confirm anything important with the official source where you live or with a qualified lawyer. How we work.

Dates first

  • The date you started, and the date of the termination or other action.
  • The date you raised a concern, asked for leave or requested an accommodation, if you did.
  • The date you received any severance offer, and its signing deadline.
  • Any deadline a lawyer or an agency has already mentioned.

Some claims must be filed with a government agency or court within a short time. The deadline depends on the claim and on where you work. This page cannot tell you yours. If you think one may be close, say so when you book.

Facts to write down

  • Employer name, your job title and your pay.
  • Who made the decision, if you know.
  • What reason you were given, and how you were told.
  • Whether you signed an arbitration, confidentiality or non-compete agreement.

Documents to gather

  • Offer letter, employment contract and anything you signed when hired.
  • Performance reviews and any written warnings.
  • Termination letter and any severance agreement.
  • Recent pay records.
  • Relevant emails or messages you are allowed to keep.
  • A one-page timeline of events in order.

Keep only documents you are allowed to keep. Ask a lawyer before taking or sharing your employer’s records.

Before you book

  • Choose two or three lawyers who represent employees.
  • Check each license and any public discipline with the official source: U.S. state lookups or Canadian law societies.
  • Ask whether the first consultation is free, and how long it lasts.

Questions for every lawyer

  • Would you take my case on contingency, and what percentage applies at each stage?
  • Who pays case expenses, and would I owe anything if there is no recovery?
  • Which deadlines apply to me?
  • What are the main strengths and risks of my claim?
  • Who would handle my case day to day?

Want the core questions on one page? Get the free consultation sheet by email.

Afterwards

  • Write down each lawyer’s answers the same day, in the same format.
  • Compare them side by side before deciding.
  • Read the fee agreement before you sign, and ask about anything unclear.

Go further

Our screening workbooks turn these steps into a complete, fillable record, with practice-specific questions, a retainer or contingency-agreement checklist, and a side-by-side comparison. One-time purchase from $27.

Free resource / record 02

Take five better questions into the room.

Download a concise consultation-preparation sheet to organize the questions, notes, and practical details you want to raise before speaking with a lawyer.

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This sheet provides general legal information for educational purposes only. It does not constitute legal advice and does not create an attorney-client relationship.

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