Process for Online Consultations
Our online process has proven very popular with clients, because it is unrushed and the client has a written email record of the legal advice given. This is an email-oriented office, so our online consultations begin with an email back-and-forth dialogue between attorney and client supplemented by a follow-up phone or video call if necessary. We’ll need a concise email summary of the facts of the case and a list of any questions the client may have, along with all relevant background documents, if any. Gathering this information is our first step.
Because of the nature of our online consultation process, the client is required to have full online capability for both emailing from a keyboard device and electronic transmission of documents.
A paid preliminary consultation is required in all complex cases and in all document requests where the client is unsure of the legal options available or of the correct course of action.
We do not offer consultations or any other legal services by text. Texting does not support a thorough and professional discussion of legal issues and conclusions, so a keyboard device is required.
Also: a consultation involves one client at one email address at a time. We do not offer group consults online. While group legal discussions may be fine in an office conference room, they simply do not work by email.
Our goal is to thoroughly discuss your legal issues. However, all law firms impose time limits on consultations. The maximum available attorney time is one hour or two hours (depending on the type of consultation involved—see consultation types above, some of which allow for one hour and others for two) which may be spread over up to three consecutive business days, after which the consultation automatically concludes. By way of explanation, this is not a “three-day consultation.” Our policy permits a consultation to be spread over that period of time, up to the maximum allowable attorney time, in order to facilitate thorough Q&A with the client.
There are no refunds of consultation fees once the attorney expends time and effort advising a client. If a consultation reveals that a client cannot do what the client wants to do in a particular case, or if a different legal process is indicated than the one the client prefers, there is no refund. Fees apply even if the outcome of the analysis is unfavorable or disappointing to the client.
Online Document Preparation
In addition to online consultations, we offer a full range of real estate and business documents online. Note please that a consultation does not include free document preparation, nor does a document request include a free consultation. These are separate items in a flat-fee system.
A paid consultation is recommended prior to ordering documents. Unless you are absolutely certain that a particular document is what is needed, and you are absolutely certain of its legality in the circumstances, a paid consultation is recommended so we can review your case and determine the correct legal solution. If we invest time and work in document preparation, and it turns out that the document you ordered was not the correct solution for the situation, and a refund is requested, then an appropriate fee for our efforts (not less than a consult fee) will be deducted from any fees paid.
We are generally available on business days during normal office hours (Monday through Friday, 8-5 CST). Our response time for online consultation questions and most online document preparation projects is usually one to two business days from the time we receive all necessary information and payment from the client—but this may vary depending on complexity and backlog. No appointment is required to begin the process, although phone or video calls do require an appointment on a business day during business hours.
Advance Payment Required
Advance payment is required. In the case of online consultations and document preparation, files go into our queue in the order in which payment is made. Note that we do not open a file or save attachments until payment is made, so please wait until after you have retained us to send documents and attachments, as there will be no file to put them in. For in-office appointments, payment must be received before the appointment goes onto the attorney’s calendar.
We offer a variety of available payment options including credit/debit and Paypal, as well as wire transfer and direct deposit to our operating account at Wells Fargo. If you would like to have a no-obligation itemized statement prior to making payment, we will gladly provide one. We will need the name and mailing address of the person or company to be billed, as well as the type of document(s) or consultation you are requesting, the address of the property that is the subject of your inquiry, and so forth in order to generate a properly-detailed invoice.
Transmission of Your Supporting Documentation
After retaining us (not before please, since we will not yet have set up your file), please electronically transmit copies of supporting documents by email or fax to (832) 201-5327. We will need to see these in order to thoroughly advise you. Please do not send us documents in the physical mail. We ask that you provide only documents that are directly relevant to your case. For reasons of legibility and clarity, please avoid jpeg or i-phone photos of documents.
Tax and Investment Advice
Note please that we do not offer tax, bookkeeping, accounting, or investment advice. Always consult a qualified tax and/or investment advisor in conjunction with seeking legal advice.
Please go to our contact page and complete the Client Inquiry Form. We will need a concise summary of your situation, including the following: What is your case about, briefly? Who are the parties involved? Where does it occur? In Texas? Which city or county? When does it occur—what is the timeframe/timeline? Why are you seeking legal assistance? A consultation? Document preparation?
When you inquire, we will be glad to tell you if we can handle your case and quote a fee. You will then have the option of proceeding with paid legal services if you wish.
Our initial response will be preliminary and general in nature and not a thorough analysis or formal legal opinion upon which anyone may rely. We do not represent you as your attorney until payment is made and we expressly agree to accept the case.
Thank you for your interest in our law firm. We look forward to being of assistance to you.