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What Is A Discovery Call?

Discovery Calls for Legal Advice and Legal + Accounting Advice Plan users

Updated over a year ago

What is a Discovery Call?

For our Advice Plan users (Legal Advice Plan and Legal and Accounting Advice Plans), we recommend booking a Discovery Call to help make use of your unlimited Advice consultations.

Discovery Calls are unique to Lawpath, where you talk with a lawyer and accountant about your business goals and set up a legal plan.

This high-level overview then leads to an action plan for future topics of conversation, highlighting areas of your business where there may be legal gaps and strategising for growth and development in the future.

You will need to set up separate bookings for your Legal and Accounting Discovery sessions.


How do I set up a Discovery Call?

You can use this as an outline for your brief to help your lawyer guide the conversation:

Discovery Brief

  • Nature of business:

  • Business stage/structure (e.g sole trader, company etc)

  • Number of employees (if any):

  • State/Territory of Operations:

  • Main concerns or legal areas you wish to cover:

These are set up the same as your usual advice calls. Through your Account, select Consultations > Request Consultation and enter your brief, or follow the link below:

If you have more questions about the Discovery Call or anything else to do with your Advice Plan, reach out to your account manager at [email protected]

Not on an Advice Plan and want to find out more? Book a time to speak with a consultant here: Chat with Lawpath

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