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Holt Law · After you reach out

What happens next

No surprises. Here's exactly how a first conversation turns into representation, if it does.

  1. 1
    You reach outA text, a call or the short consultation request. Names of anyone else involved help the firm run a conflict check first.
  2. 2
    Conflict checkBefore anyone hears the details, the firm makes sure it can take the matter. This is why we ask you not to send confidential information yet.
  3. 3
    ConsultationYou talk with an attorney about what happened, your options and what it would cost.
  4. 4
    EngagementIf you both agree to move forward, the firm sends an engagement letter. That letter, not this page, starts the attorney-client relationship.
  5. 5
    Documents & updatesFrom there, documents and updates go through the firm's own secure client portal.
How this fits your firm: steps 2 to 5 already live in your intake process, case management and client portal. This site only handles step 1, getting the person to the right attorney, fast.
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