Becoming a client of ME Law begins with a complimentary intake call and proceeds through a conflict check, a formal consultation with a lawyer, and, if you decide to retain the firm and ME Law agrees to act, a written Retainer Agreement. Once the agreement is executed and the required retainer is received, ME Law opens the file and begins the agreed legal work.
The first step is the initial intake call. This is a preliminary conversation with an intake specialist, not the substantive legal consultation itself. The purpose is to understand the general nature of your matter, identify the type of dispute involved, gather preliminary information, and determine whether the matter falls within ME Law’s areas of practice.
At this stage, the firm is screening the matter so that the appropriate next step can be identified. If the matter appears to be one ME Law may be able to assist with, the process moves to a conflict check before detailed legal advice is provided.
If you want to understand why that step is required, see Why is a conflict check necessary before a consultation?.
The conflict check is conducted to determine whether ME Law has a professional conflict that would prevent the firm from acting. The process is governed by the Law Society of Ontario professional obligations and is intended to protect confidentiality, independence, and loyalty. You may be asked to identify the relevant parties so that those names can be checked against the firm’s records.
Once the conflict check is cleared, the next stage is a formal consultation with a lawyer. This is different from the preliminary intake call. The consultation is the substantive meeting in which the lawyer reviews your situation in more detail, answers questions, discusses preliminary legal options and strategy, and explains what the next steps may look like.
For a fuller explanation of the meeting itself, see What is a consultation at ME Law?.
The onboarding process can therefore be understood in five stages:
- Initial intake call.
ME Law gathers preliminary information, identifies the nature of the matter, and determines whether it falls within the firm’s practice areas. - Conflict check.
The relevant party names are reviewed to determine whether a conflict of interest prevents ME Law from proceeding. - Consultation with a lawyer.
Once cleared, you meet with a lawyer, either in person or remotely, for a more detailed assessment of the matter and the legal options that may be available. - Retainer and engagement.
If you decide to proceed and ME Law agrees to take on the matter, the firm provides a Retainer Agreement setting out the scope of work, estimated costs, and billing structure. The scope is defined according to the work that is actually required rather than assumed to cover every possible step in the dispute. - File opening and legal work.
Once the Retainer Agreement is executed and the required retainer is received, the file is formally opened. The lawyer can then begin the agreed work, which may include developing a case strategy, drafting pleadings, engaging in negotiations, or preparing for court proceedings, depending on the mandate.
Becoming a client is therefore not the same thing as making an inquiry or completing an intake call. It also does not occur merely because a consultation has been booked. The formal engagement stage matters because it defines what ME Law has agreed to do, how the work will be billed, and what the client and firm should expect from the relationship.
The consultation is also where the proposed scope of the engagement can be discussed. Depending on the matter, that may involve advice on a defined issue through a limited-scope retainer or broader ongoing representation through a full-scope retainer. The appropriate structure depends on the record, complexity, procedural stage, and work required.
If your matter is urgent, explain that during the intake process so the firm can assess timing and lawyer availability. See How quickly can you schedule an initial consultation? for how consultation scheduling is handled after intake and conflict clearance.
ME Law’s onboarding process is designed to move from preliminary screening to conflict clearance, substantive legal assessment, and then a clearly defined engagement. The purpose is to ensure that the firm understands the matter, can act without a professional conflict, and has agreed with you on the scope of the work before substantive representation begins.
Contact ME Law to start the intake process and discuss whether your matter is one the firm may be able to assist with.