Getting Started | Lisa Feldstein Law Office

New Clients · Lisa Feldstein Law Office

Let's get you
the help you need.

Becoming a client is straightforward. Here's exactly what to expect — step by step, in plain language.

Start Here: Complete Intake Form

How to become a client

We've made the onboarding process as simple as possible. Here are the steps to get started.

1

Complete Our Intake Form

The Law Society of Ontario requires us to collect basic information from clients, including your name, address, and occupation. We'll send you a link to our electronic intake form — or you can complete it now.

Note: The intake form does not request confidential information about your case.

Complete Intake Form →
2

Conflict Search

Before we can discuss confidential details, we need to confirm there is no conflict of interest. We'll ask you to provide the names of people involved in your matter.

  • Third party reproduction: Names of intended parent(s), surrogate/donor(s) and their partners
  • Health care disputes: Names of the institution and health care providers directly involved
  • Substitute decision-making: Name of the person, their spouse, children, parents, and any attorneys or guardians

When in doubt, send more names rather than fewer.

3

Sign a Retainer Agreement

We'll send you a Retainer Agreement to e-sign. It explains our terms and conditions and the service(s) we will provide. If you are retaining us with another person, both of you must sign — we'll need both email addresses.

Questions about the agreement? Just ask.

4

Submit Your Retainer Payment

A monetary retainer is required in advance of your meeting. Your funds are held in our trust account until an invoice has been issued. The required retainer amount will be stated in your Retainer Agreement.

5

Book Your Meeting

We'll send you a calendar link to book at your convenience. We offer in-person, phone, and video conference appointments. Evening appointments are available upon request. We do not offer weekend appointments.

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In Person

Richmond Hill office. Free parking available. Wheelchair accessible.

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Phone

Call or text us at 416-937-8768. Conference calls available.

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Video Call

Your choice of video conferencing platform. Conference calls available too.


Your pre-meeting checklist

Make sure you've completed the following before your meeting date.

Complete Intake Form

Submit via our online intake form or visit familyhealthlaw.ca/forms.

Submit Photo ID

Bring or submit a copy of current government-issued photo ID. You can upload it with your intake form, or hold it up during a video call. We're flexible!

Send Us All the Names

If anyone is involved in your case — signing a contract with you or remotely involved in a dispute — we need their names. Err on the side of sending more names, not fewer. Names are requested in the intake form.

E-sign Your Retainer Agreement

Review and sign before your meeting. If retaining us together with another person, both parties must sign.

Submit Retainer Payment

Kindly submit funds prior to your meeting. If you are receiving Independent Legal Advice (ILA), ensure payment arrangements are made in advance.


How to pay

Your retainer funds are held in our trust account until an invoice has been sent to you. We accept several payment methods.

Preferred

E-transfer

Send to lisa@lisafeldstein.ca. Please choose a password we can guess!

Credit Card

Pay in person, by phone, or online. We accept Visa, Mastercard, American Express, and Discover.

Cheque

Payable to Lisa Feldstein Law Office PC. Not recommended for urgent matters.

Cash

Must be paid in person at our office so we can provide a receipt.

Wire Transfer

Please advise us in advance and we will provide our banking information.

Independent Legal Advice (ILA)

If we are providing you with ILA — for example, advising a surrogate or donor — there are a few differences in setup.

Payment will be made by the intended parents, not by you. Feel free to share this page with them. We will ask the intended parents to e-sign a document confirming that although they are paying for your legal advice, our duty is solely to you.

Please send us the intended parents' email address(es) so we can arrange this.


Frequently asked questions

Is there free parking?
Yes, there is ample free parking at our office at 225 East Beaver Creek Road, Richmond Hill.
Is your office wheelchair accessible?
Yes. If you require any other kind of accommodation, please just ask — we are happy to arrange what you need.
Do I have to do anything to prepare for our meeting?
Usually not, although in some cases we will send you questions to complete electronically in advance. The main thing is to complete the checklist above before your meeting date.
Who will be working on my case?
Lisa Feldstein will take the lead on your matter. You may also interact with others who provide support such as assistants, law students, and interns.
Is your firm accessible by public transit?
Our office is located at 225 East Beaver Creek Road in Richmond Hill. That said, a long commute can be tough — we're happy to meet by phone or video call instead.
I live outside Canada. Will I have trouble making payments?
If you reside outside Canada or are paying with an international credit card, your transaction may occasionally fail. You will receive an instant notification if this happens. Please contact us at admin@lisafeldstein.ca and we will add your country of residence with our merchant to resolve it.
Can I download your welcome package?
Yes — you can download our full Welcome Package as a PDF below. It covers client setup, payment options, meeting logistics, and more.

Ready to get started?

Complete our intake form or reach out and we'll guide you through the rest.

Please do not send us any confidential information until we have been formally retained as your lawyers. For questions about intake, payment, and scheduling, contact admin@lisafeldstein.ca.