Start with matter fit
Ask who has handled matters involving a similar incident, injury, and jurisdiction. Experience should be discussed in terms of relevant work and process—not a promised result. Note what the firm must still learn before it can assess the matter.
Map the case team
Write down the lawyer who would be responsible, the day-to-day contact, and the work likely to be handled by other lawyers or staff. Ask when you would communicate directly with the responsible lawyer.
Define communication
Ask which channels the firm uses, how often it normally provides updates, who responds to routine questions, and what response time you should reasonably expect. Record specific commitments rather than “we communicate often.”
Compare the complete financial terms
Request the written fee agreement. Record the fee calculation at settlement, filing, trial, or appeal; how expenses are handled; and what the agreement says you may owe if there is no recovery. Use a numerical example to test your understanding.
Verify and reflect
Check the responsible lawyer with the relevant state licensing authority. Then distinguish documented facts from your impressions: Did the firm answer directly? Were important uncertainties explained? Are the written terms consistent with the conversation?