First Steps

Complimentary Initial Consultation
This is where our journey together begins. We invite you to book a complimentary consultation with us to discuss your small business law or estate planning needs. This is more than just a meeting; it's a no-obligation opportunity for you to:
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Share your story: Tell us about your business, your family, and your goals.
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Get to know us: Discover our approach to legal services and how we can help you.
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Ask your questions: Get your pressing legal questions answered by a knowledgeable Mansfield, MA lawyer.
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Understand your options: We'll provide you with a preliminary assessment of your situation and discuss potential next steps.

The Engagement Letter: Defining Our Partnership
Once you decide to move forward, we will send you an Engagement Letter. This document is a key part of establishing our professional relationship. Think of it as a roadmap for our work together. It clearly outlines:
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The scope of our services: Exactly what we will be doing for you.
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Our responsibilities to you: Our commitment to providing you with dedicated and ethical legal representation.
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The fee structure: A transparent breakdown of our fees and billing practices.
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We encourage you to review the Engagement Letter thoroughly and are happy to answer any questions you may have. Your signature on this letter formalizes our attorney-client relationship and allows us to begin working on your behalf.

Your Deposit: Securing Your Legal Partner
Working with a lawyer involves a high degree of trust and ethical responsibility, especially when it comes to handling client funds. To begin our work, we require an upfront deposit, which is a standard practice in the legal profession.
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Here's why this is an important step:
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Ethical Obligation: As your legal counsel, we are bound by strict ethical rules regarding the handling of client funds. Your deposit is held in a separate trust account as required by the Massachusetts Rules of Professional Conduct.
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Commitment to Your Case: The deposit secures our availability and commitment to your legal matter, allowing us to dedicate the necessary time and resources to your case from the very beginning.
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Our Engagement Letter provides a detailed explanation of our billing practices and how your deposit will be applied. For a more general overview of our pricing philosophy and options, please visit our service pages.
At Somnium Advisory, we believe that transparency is the cornerstone of a strong client relationship. We are committed to being upfront and clear about our fees so you can move forward with confidence.
Coming Soon:
Understanding Small Business Law





