Online Consultation Process

We would be glad to assist you with an online consultation or asset protection review. If you do not know what sort of documents you may need, are uncertain of the law, would like your case or situation evaluated, or need to have existing documentation reviewed before proceeding, then a consultation is the appropriate first step. The following comments also apply to a review of any pending litigation that you may have.

Online Format

All of our initial consultations with new clients are now efficiently handled online, by means of email Q & A, not in the office. It is not necessary to set a specific appointment time. A supplemental phone call is available after an email discussion, if it is necessary, but it is usually not. The email discussion usually winds up being sufficiently thorough. An additional advantage of email is that the client has a record of legal advice given.

The consultation involves up to one hour of attorney time. An asset protection review may involve up to 1.5 hours. Turn-around time on consultation questions and most document preparation projects is one to two business days from the time we receive all necessary information and payment from the client. A period of three calendar days (including weekends but excluding holidays) is allowed for Q&A or changes and corrections to any documents we may prepare. Consultations automatically conclude and documents are considered final after three calendar days.

Consultation vs. Retainer

For the duration of the consultation we discuss the matter until legal advice and guidance are, in our determination, substantially complete. A supplemental phone call (up to 20 minutes) is available if the client wishes. However, a consultation and a long-term retainer are different concepts. An online consultation is a discussion that occurs within the immediate time frame (which we define as three calendar days) in order to be included in a consultation fee. It then concludes. Similarly, any documents we may prepare are automatically considered final three days after delivery.

Residential vs. Commercial Consultations

Please note the difference between residential and commercial/investor cases since many of our fees vary according to this distinction. "Residential" pertains to one's personal residence (buying or selling, lien issues, construction defects, and the like) while "commercial/investor" pertains to one's business, LLC, non-homestead investment properties, and investor transactions.

Payment of Fees

Advance payment is required. It is payment that puts your task in the queue and causes us to open a file, make a record of any case information you may send, and/or download any of your attachments. Until payment is made, we do not take any of these actions. This is the difference between an inquirer and a client. Payment options are at the payment button. If you require an itemized statement of fees and costs before making payment, we will be gladly supply one. Let us know to whom the statement should be addressed along with the mailing address.

Please Supply a Description of your Case

If you would like to proceed with an online consultation, we would need a concise summary of your situation. We suggest including the following in your explanation of your case:
What is this case about, briefly?
Who are the parties involved?
Where does it occur? In Texas? Which city or county?
When does it occur - what is the timeframe/timeline?
Why are you seeking legal assistance? Consultation? Document preparation?
Supporting and Background Documentation

After retaining us (not before please, since we will not yet have set up your file), please send copies of supporting documents by email or fax to (832) 201-5327. We will likely need to see these in order to advise you thoroughly. Please supply only documents that are directly relevant to your legal issues (rather than an entire hundred page title company file, for instance). A reasonableness standard applies. Handling unnecessarily large or irrelevant attachments will slow down the process and may result in our switching to our hourly rate rather than a fixed fee.

Are consultation and APR fees credited to other services?

No. Consultations and APRs are stand-alone value-added services for which attorney time has been expended, advice given, and fees fully earned. Such fees are not applied as credits toward future legal services.

No Tax, Book Keeping, or Accounting Advice

Tax, book keeping, and accounting issues vary considerably based on the client, the transaction, and the circumstances. Mr. Willis is not a CPA or a tax attorney and does not give tax, book keeping, or accounting advice at all. We encourage you to engage and consult a qualified CPA (as part of your professional team) in order to be fully informed as to the tax and accounting implications of your proposed transaction or asset protection plan prior to implementing either one. Any comments made by Mr. Willis or appearing on our website concerning state or federal taxation are general in nature and made subject to prior review by your CPA – meaning prior to your implementation of any tax-related strategies.

Terms of Service

Our complete terms of service are found at "Fees & Policies." These are non-negotiable and apply to all clients without exception in place of individual fee agreements or engagement letters, so please review them before proceeding.

Next Step

Payment of the appropriate consult fee is the next step if you would like to proceed. Secure payment options are at the "Payment" button at Paypal and Visa/Mastercard payment buttons are available. Direct deposit or wire to our Wells Fargo operating account are also options.

Thank you for contacting us. We look forward to being of assistance to you.