Prepare a brief summary
Prepare a short note covering the meeting's subject, the people involved and key dates. Identify any unknown or uncertain points separately.
Limit the information shared
Use only the basic information needed to explain the matter during initial contact. Agree on how personal documents will be shared before the meeting.
Identify your questions
List the topics you wish to discuss. The scope of the matter and documents to be reviewed are determined according to the specific circumstances.
General information only; not a substitute for legal advice on a specific matter.