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Getting started as a client

The five things worth doing in your first session, in order.

Written for clients. Back to your own guides.

Open this page Reviewed 24 September 2026

Step by step

  1. Finish your profile Your name, city and phone are what an advocate sees when a request lands. A request from a blank profile is the one that waits longest for an answer. Profile is under Settings in the portal menu.
  2. Find an advocate Find advocates filters by practice area, city, court, language, fee and availability. Every fee shown is the advocate’s own published card, not an estimate.
  3. Save a shortlist The heart on a profile puts it in Saved advocates. Shortlist three or four before you book anything — the fee cards are easier to compare side by side than one at a time.
  4. Book a consultation Pick a date and a slot on the advocate’s page. The booking is a request until the advocate confirms it; you will see it go from Pending to Confirmed on Appointments.
  5. Turn on two-step sign-in Sign-in security, under Settings. Your matters and your documents sit behind this password; two-step means a stolen password is not enough on its own.

Worth knowing

  • LegalNexus does not take a share of any fee and is not a party to your engagement. Whatever you agree with the advocate is between the two of you.
  • Nothing on this platform is legal advice, including the guides in this help centre.

Questions

Does it cost anything to look?
No. Searching, shortlisting, messaging an advocate you have booked with, and your own portal are free. Plans only change limits — see Plans and billing.
Can I use it before I have decided to hire anyone?
Yes, and most people do. Book a consultation first; a case file only exists once an advocate opens one.
Will my details be visible to advocates I have not contacted?
No. An advocate sees your details when you book with them, message them, or they add you as a client themselves.

Next

Finding the right advocate How the filters work, what the badges mean, and which numbers on a profile are worth reading. Booking a consultation Requesting a slot, what happens next, and how to change or cancel it. Two-step sign-in Turning it on, the backup codes, and what to do if you lose the phone.
All guides Reviewed 24 September 2026