A useful first consultation starts with a clear question and a reliable record. It does not require turning an AI conversation into a legal conclusion. AskSensai includes a consultation-preparation panel that gathers the questions and facts you typed into a simple list you can copy or print.1
This walkthrough concerns that preparation tool. It is useful when you want to bring a short account of the issue to a lawyer while retaining the original documents for independent review.
Start with a small, factual conversation
Open the AskSensai workspace on the LawSensai homepage. Describe what you received, the jurisdiction you believe applies, what you do not understand, and the kind of help you want. Avoid placing account numbers, identity documents, unrelated medical details or other unnecessary sensitive information in the initial question.
For a fictional example, Jordan writes: “I received a Colorado court notice mentioning a status conference. I want to know what information to gather and what questions to ask a lawyer.” Jordan does not ask the software to decide whether to attend or calculate a response deadline. The original notice remains the controlling record to take to counsel.
Wait for the response before opening consultation preparation. If a question involves a date already close at hand, contact the court or a qualified attorney promptly; preparing a checklist does not suspend the date.
Open the consultation-preparation panel
Below the conversation, select Preparing to meet an attorney? The panel displays your own questions and facts. Depending on the conversation pathway, it may also show a document-gathering checklist. Read what is actually displayed rather than assuming every conversation produces the same sections.
The panel is intentionally modest: it organizes what you supplied. It does not certify that your account is complete, turn allegations into established facts, or determine the legal strategy. In the fictional notice example, Jordan's question becomes a bullet that can be brought to a consultation.
Choose Copy to copy the preparation text; the interface confirms when it has been copied. A Print control is also available. Save the copied text in your own notes with a useful label, such as “Questions for consultation — court notice — October 26.” Do not describe the copied text as an official court document.
Add a source index yourself
The preparation list is not a combined attachment packet. Make a separate index of the originals that support your questions. A small table is often more useful than a large, unexplained folder.
| Record | What it helps establish | What still needs checking |
|---|---|---|
| Full notice, including attachments | Exact words and stated logistics | Whether a later order changed them |
| Envelope or delivery record | How and when it arrived | Legal significance of delivery |
| Earlier court order | Existing instructions | Whether it remains operative |
| Your short chronology | Sequence you remember | Which dates have documentary support |
Give each record a descriptive filename. Keep originals intact. If you add comments, put them in a separate note so a lawyer can distinguish the document from your explanation. Mark an uncertain date as uncertain; do not replace a missing fact with an AI guess.
Separate preparation, sharing and engagement
Copying a checklist does not send anything to an attorney. A matching request, any disclosure consent, attorney receipt, conflict review, consultation and formal engagement are separate steps. Confirm who will receive the material and what secure delivery method they want before transmitting it.
If you use LawSensai's attorney-matching entry point, review the actual disclosure screen and current account requirements. A match is not a promise that a lawyer will accept the matter. A lawyer may need names for conflicts before receiving detailed facts. Ask what the review will cover, what it will cost, and whether the lawyer has agreed to handle any deadline or filing.2
Do not label the AI conversation privileged simply because you intend to consult counsel later. Confidentiality and attorney-client privilege depend on the relationship, communications and applicable law. Explain that the notes were prepared with AI assistance, and provide the underlying records rather than asking a lawyer to rely on an unattributed summary.
Finish with three concrete questions
Before the meeting, write one question about the immediate task, one about missing information, and one about responsibility. For Jordan, those might be: “What is this conference for?”, “Which documents do you need to assess it?”, and “If I engage you, who will handle each required step?”
Your finished preparation should contain a copied question list, a short chronology, a source index and an unresolved-issues list. That is a practical handoff you control. It leaves legal evaluation to the professional reviewing the actual facts.
For another product example, read how LawSensai's attorney intake entry points are organized. For the software steps above, open AskSensai.
LawSensai provides general legal information and preparation tools, not legal advice or representation. Consult a licensed attorney about your circumstances.
Sources and references
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LawSensai, AskSensai workspace, product checked October 26, 2026. Supports the conversation and consultation-preparation entry point; the copied list does not establish legal accuracy or delivery. ↩
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American Bar Association, Model Rule 1.18: Duties to Prospective Client. Provides model guidance on prospective-client communications; applicable jurisdictional rules must be checked. ↩