Module 1:

How to help your clients

A checklist about next steps

Use this checklist to help you get organized to deal with your legal issue.

Communicate with others about the problem

if possible, try talking with or writing to the person or business that you’re having the problem with
  • If you have done this but had no response, try following up.
If you’re complaining about an organization or business, try to find out who the best person is to speak to about your problem in the organization or business.
Find out if there is a complaints process you have to follow and what steps you need to take.

Make notes about the problem

Write down what happened in the order that it happened, with dates.
Start keeping a log of anything else that might happen, for example, keep a dated record of any incidents, payments made, etc.
  • An easy way to do this is to make brief notes on a calendar page.

Prepare for your appointment with a lawyer, paralegal or legal clinic

Write out a list of the questions you want to ask.
Gather all documents related to your situation before the appointment.
Bring all documents related to your situation, your identification and your contact information to the appointment – some examples are:
  • housing law problem: copy of the tenancy agreement, any rent receipts, any eviction notices or notices of hearing
  • employment law problem: copy of the employment agreement, the Record of Employment if you have been fired or laid off, or any documents relating to your employment insurance claim
  • social assistance problem: copy of any letters or notices that you have received from Ontario Works or the Ontario Disability Support Program
  • family law problem: copy of any court documents, support orders or agreements

To download a 1 page version of this checklist in PDF format, click here.