We write business plans for U.S. and Canadian immigration, and assist entrepreneurs in growth and capital raising.

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Setting the Stage for Success: Tips for Building a Strong Client-Attorney Relationship

Setting the Stage for Success: Tips for Building a Strong Client-Attorney Relationship

By Visa Business Plans

In the realm of legal matters, the foundation of success often lies in the strength of the client-attorney relationship. Whether you're applying for an E-2, L-1A, or EB-5 visa or navigating immigration issues, establishing a solid rapport with your attorney can make all the difference in achieving your goals. Here are some valuable tips to help set the stage for a great client-attorney relationship:

  1. Understand Communication Styles: In today's digital age, communication is key. Take the time to assess your preferred communication style and identify the methods that work best for you. Whether you prefer email, video calls, or face-to-face meetings, knowing your preferences early on can streamline communication with your attorney. Additionally, consider your potential attorney's communication style. Some attorneys may prefer regular updates on every aspect of your case, while others may trust you to handle certain matters independently. By aligning your communication styles, you can ensure clear and effective dialogue throughout your legal pathway.

  2. Choose Your Firm Size Wisely: When selecting an attorney, consider whether you prefer working with a small firm or a larger one. Each has its advantages and drawbacks. A smaller firm may offer personalized attention and a more intimate client experience, while a larger firm may provide access to a broader range of resources and expertise. Assess your priorities and preferences to determine which firm size aligns best with your needs and objectives.

  3. Establish Clear Goals and Deadlines: Mutually agreeing on a timeline with your legal counsel is crucial for staying on track and achieving your desired outcomes. Set specific goals and deadlines for each stage of your immigration process, whether it's filling out forms, preparing required documentation, or meeting investment criteria. By establishing clear expectations from the outset, you can work together efficiently and effectively toward your shared objectives in obtaining a business visa.

Building a strong client-attorney relationship requires mutual trust, clear communication, and shared goals. By understanding your personal communication style and that of your attorney, selecting the right firm size, and establishing clear timelines, you can set the stage for a successful partnership with your legal counsel. With a solid foundation in place, you can navigate legal challenges with confidence and achieve the best possible outcomes for your case.


The information provided in this blog is intended solely for informational purposes. While we strive to offer accurate and up-to-date content, it should not be considered legal advice. Immigration laws and regulations are subject to change, and individual circumstances can vary widely. For personalized guidance and legal advice regarding your specific immigration situation, we strongly recommend consulting with a qualified immigration attorney who can provide you with tailored assistance and ensure compliance with current laws and regulations.


Visa Business Plans is led by Marco Scanu, a certified coach from the University of Miami with a globally-based practice coaching Fortune 1000 company executives, entrepreneurs, as well as professionals in four different continents. Mr. Scanu advises clients on turnaround strategies and crisis management.

Mr. Scanu received a bachelor’s degree in Business Administration (Cum Laude) from the University of Florida and an MBA in Management from Bocconi University in Milan, Italy. Mr. Scanu was also a Visiting Scholar at Michigan State University under the prestigious H. Humphrey Fellowship (Fulbright program) with a focus on Entrepreneurship, Venture Capital, and high-growth enterprises.

At present, Mr. Scanu is the managing partner and CEO at Visa Business Plans, a Miami-based boutique consulting firm providing attorneys and investors with business planning services in the areas of U.S. and Canadian immigration, SBA loans, and others.


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