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In depth
A consultation is the initial meeting between a prospective client and Ancestra's counsel. It is typically 90 minutes long, conducted in person or by video, and is free of charge.
During the consultation, Ancestra's counsel: (1) reviews the information from the intake form, (2) asks follow-up questions about the ancestry and any existing documents, (3) provides a preliminary assessment of eligibility, (4) explains the CBD process for the relevant country, and (5) answers the client's questions.
After the consultation, Ancestra produces a written eligibility assessment within 48 hours, citing the specific statute and quoting a fixed fee. The consultation is conducted under strict confidentiality, so the client can speak candidly.
Related terms
An intake form is the structured questionnaire that Ancestra uses to collect information from prospective CBD clients, the first step in the case process.
An eligibility assessment is the written evaluation of whether a person qualifies for CBD, produced by Ancestra after the initial consultation and due diligence.
A retainer is a formal agreement between a client and a lawyer establishing the scope of legal services and the fee arrangement, required before Ancestra begins work on a CBD case.
An engagement letter is a written agreement specifying the terms of legal services, synonymous with retainer in CBD practice.
A fixed fee is a flat-rate pricing model where the total cost of legal services is agreed in advance, in contrast to hourly billing, used by Ancestra for all CBD cases.
A conflict check is the process of verifying that a lawyer can represent a client without a conflict of interest, performed before Ancestra accepts a new CBD case.