A consultation record can preserve what was discussed, but it does not establish representation, responsibility, coverage, or a claim outcome.

Keep the factual record organized

  • Date, contact method, name and organization contacted, and documents or information shared
  • Questions about scope, communications, documents, timing, fees, expenses, and whether representation has been agreed to
  • A copy of any written terms, follow-up information, or request for additional records saved with the date received
  • A distinction between a general discussion, a request for information, and a written agreement or instruction

Do not assume representation from a contact

The North Carolina State Bar’s Finding a Lawyer page provides public resources for locating a lawyer. A contact or consultation alone does not determine whether a lawyer will take a matter or create an attorney-client relationship.

Questions about a Charlotte car-accident claim require a fact-specific review.

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