What is the first thing you should do after accepting a client?

• A. Prepare a retainer agreement or acceptance letter.
• B. Immediately file a claim with the court.
• C. Notify opposing counsel of representation before any paperwork.
• D. Close the file and wait for a payment before starting.

Answer: (A)

The key step is formally establishing the representation in writing. A retainer agreement or acceptance letter confirms that you will represent the client, outlines the scope of services, and sets out the fee arrangement and billing terms. This written engagement protects both sides by clarifying who you represent, what work you’ll do, and how you’ll be paid, and it authorizes you to communicate with the opposing party and the tribunal on the client’s behalf. It also helps screen for conflicts and provides a clear basis to proceed with the matter, such as gathering documents and scheduling hearings. Filing or taking other steps without this written confirmation can lead to misunderstandings, miscommunication, or ethical issues, so formalizing the relationship first is essential.