Let's recap where we left off last time (in my post "When You're Offered a Referral"): Your friend, Janice Brown, introduced you to a colleague, Jack, whom she believed to have a legal issue you could help with. Beforehand, you discussed with Janice whether she thought he would welcome the contact and how he might benefit from a meeting with you, let alone any ultimate legal advice. The introductory phone call to Jack went well, narrowing the focus on his current problem, and you agreed to meet to discuss it in depth.
Originally published August 31, 2015
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