By Talk to a Lawyer · Published 20 September 2026 · 3 minute read
Helping a relative or friend find legal advice can involve booking, transport, organising papers or emotional support. It does not automatically make you the client or authorise you to give instructions. Start by asking the person what help they want, then ask the office how your involvement should work. A clear role can make the meeting easier while preserving the person's opportunity to speak for themselves.
Ask what kind of help is wanted
Separate practical support from making decisions. The person may want help arranging transport or remembering questions while still wanting a private conversation with the lawyer. Ask which tasks they would like you to handle and which they prefer to manage themselves.
Write the issue list in their words where possible. Avoid selecting only the facts that fit your own view of the problem. If you disagree, keep that disagreement visible rather than presenting your interpretation as the person's instructions. The lawyer needs an accurate account of the relationship and roles.
Tell the office about your role
When booking, identify the intended client and explain that you are assisting. Ask whether the office needs to speak with them directly before confirming arrangements. Do not send their full records without clarifying authority, consent and the appropriate channel.
If there is an existing decision-making appointment or other authority, bring the complete document and ask what it permits in the circumstances. Family connection alone should not be treated as proof of authority. The adviser can explain what additional information is needed.
Make room for a private discussion
An adviser may need to speak privately with the person receiving advice. Plan for that possibility, even if you normally help with communication or paperwork. Ask the office how interpreters and accessibility support will be arranged so private instructions remain practical.
During a joint discussion, take notes only if agreed and allow the person time to answer. Ask for unclear terms to be explained rather than answering every question yourself. If stress or fatigue makes the meeting difficult, ask about breaks and follow-up arrangements.
Agree what happens after the meeting
Check who will receive correspondence, who can ask follow-up questions and who is responsible for practical tasks. A support person can help organise reminders without assuming responsibility for legal decisions. Keep any agreed authority and communication limits clear.
If you pay a bill, ask how payment arrangements relate to the client relationship and access to information. Paying does not automatically mean you receive confidential advice. The office should explain the arrangement before everyone relies on different assumptions.
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A preparation aid, not confirmation that a legal requirement is complete.
Common questions
Can I speak on behalf of a family member?
Ask the office to confirm your role and any authority needed. Being related or arranging the appointment does not automatically authorise you to give legal instructions.
Can I pay without becoming the client?
Ask how the office handles third-party payment, instructions and confidentiality. Clarify these separately so paying a bill is not mistaken for a right to direct the matter.
Sources and scope
General appointment preparation, not advice about your individual circumstances. Examples are illustrative, not client case studies. Sources provide further reading; confirm current requirements with the relevant service or adviser.
- Legal Aid NSW: dealing with your lawyer
NSW legal-profession complaints and service issues; other professions have different regulators and rules.
- NSW Government: enduring powers of attorney
NSW financial appointments; personal and health appointments require separate consideration.
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