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The Litigation Side of Forensic Accounting Copyrighted 2001 D. Larry Crumbley, CPA, Cr.FA, CFD KPMG ... - page 43 / 275

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© D.L. Crumbley

The First Telephone Conversation

ten or twelve such cases over the past four or five years,” instead of trying to enumerate each case. Avoid arrogance.

6.

Show your desire to meet with him soon at a time and place most convenient for him. He may simply ask you to  mail, e-mail or fax your CV and fee schedule, and later may retain you on basis of this material- and the phone conversation. (What’s more likely, however, is that the attorney will want to meet with you to personally evaluate your demeanor and dress.)

7.

Be firm and direct so that the attorney will feel confident in retaining you. If the conversation goes on at length or otherwise appears that the attorney is serious about engaging your services, you might want to ask some questions:

8.

Is he a one-man operation or part of a large law firm? How large is his staff? What back-up does he have (e.g., how many paralegals)?

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