Collect a client's agenda items, priorities and expected outcomes before a meeting, so the attorney walks in with the conversation already focused.
Quick answer
Collects a client's agenda, priorities and expected outcomes before a meeting, so the discussion opens focused and the attorney arrives already briefed.
Disclaimer: this page is for process reference only and is not legal advice. Use the gathered agenda to focus a consultation with a qualified attorney.
Methodology: agenda prompts follow common meeting-preparation practice; adapt topics to your matters.
A productive client meeting starts before the room is booked. This form asks the client to list their agenda items, rank priorities and state what a good outcome looks like, so the attorney prepares the right questions and the meeting spends its time where it matters.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Topics the client wants to cover.
Which item matters most today.
What a good result looks like.
Documents or context to bring.
From copy to deliverable in four steps.
Copy it and share before the meeting.
They list topics and rank priorities.
What they hope to achieve today.
Walk in with the right questions.
Pick your role — see how it fits your workflow.
Run focused, efficient client meetings.
Come prepared with a clear agenda.
Standardize pre-meeting intake.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
