In an effort to avoid loss of your time by scheduling an in-person initial appointment, we conduct pre-engagement consultations by phone.
Why?
(1) If I determine a better source for your need, I can give you the information on how to pursue it.
(2) I may need to look at some of your documents or records, or transcripts in order to help you. I use a free end-to-end system that can be used to transmit documents in a more secure manner. I can limit a first modestly charged perusal engagement to document inspection and initial impression, and possibly project approximate description of the steps and timing of action.
(3) If it turns out that the documents support a desired position, we can agree on your engaging me on an acceptable path. If you decide to hire me, there is a good chance that we will need to see you at your premises, because that is where your papers and records and devices are!
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