---
title: Prepare for your consultation
description: What to have in your Lexpoint account before a consultation, so the time is spent on your situation rather than on collecting facts.
product: Lexpoint — Individuals
audience: People managing their own Canadian immigration
doc_type: guide
canonical_url: https://docs.lexpoint.io/individuals/consultations/prepare/
app_routes: https://my.lexpoint.io/app/profile, https://my.lexpoint.io/app/consultations
requires: A booked consultation
last_verified: 2026-08-27
keywords: prepare for consultation, consultation checklist, immigration consultation, profile completeness
license: Documentation © Lexpoint. Quote with attribution and a link to the canonical URL.
---
# Prepare for your consultation

A consultation is a fixed block of time on a video call. What you put into your account beforehand
decides how much of it is spent establishing facts and how much is spent on your situation.

Nothing here is required to attend. All of it is grounded in what Lexpoint actually reads.

## Check what the booking took from your profile

The scheduling window is prefilled with the name and email on your Lexpoint account — not typed
fresh each time. If your profile name is out of date, the session is booked under the wrong name.

Your **residence country** matters more than it looks. It decides which Initial Consultation you are
offered, and the two are different calendars with different tax treatment. Set it correctly in
[**Personal Information**](https://my.lexpoint.io/app/profile/personal-info) before you book, not
after.

Anything you type into the scheduling window's own questions is stored with the session, so a
question you want answered is worth writing there rather than remembering to raise it.

## Fill in the facts a proposal is built from

If the consultation leads to a proposal, the proposal is generated from your profile rather than from
notes taken during the call. These fields feed it directly:

| Where | What it feeds |
|---|---|
| [**Personal Information**](https://my.lexpoint.io/app/profile/personal-info) | Your legal name, date of birth, country of residence, citizenship, and current status in Canada. These appear on the proposal and on the signed agreement. |
| [**Family Members**](https://my.lexpoint.io/app/profile/family) | Whether a spouse or dependents are covered — which changes the fee and, later, who is added to the case. |

Everything else in your profile — work experience, education, language tests, trade certificates,
annual income, job offers, letters of acceptance — is what your standing is calculated from. Having
it in place means the conversation can start from where you actually stand.

## Bring your report, not a summary of it

If you have an ImmiReport, it is the most compact statement of your position that exists in the
product, and its reference code is carried onto any proposal that follows. Generating or refreshing
it before the call means you are both looking at the same picture.

See [ImmiReport](/individuals/immireport/).

## Two things worth doing early

Neither is needed for the consultation itself, but both sit between a proposal and your acceptance
of it, and both take longer than people expect:

- **A phone number on your account.** Canadian and US numbers need an SMS code before they count as
  verified.
- **Identity verification.** It runs from the proposal, and acceptance waits for it to finish.

Doing them in advance means a proposal you decide to accept is not held up by an SMS code.

## Be reachable on the day

Consultations are video calls. The session row in
[**Consultations**](https://my.lexpoint.io/app/consultations) carries the join link, the start time
in your local time zone, and a countdown that turns into **Live now** when the session begins. The
join action only appears once a meeting link exists for that session.

```media
id: consultations-upcoming-row
type: screenshot
caption: An upcoming session, showing the countdown and the join, reschedule, and cancel actions.
shot: /app/consultations with one scheduled session in the future — the row showing the status chip, host, local start time, duration, and the "Starts in …" countdown, with all three action buttons visible. Demo account, light mode, 1440×900. Redact the host name and the session title if it contains the client name.
```

If something has come up, the same row carries **Reschedule** and **Cancel**. Both are better than a
missed session, which is recorded as **No show**.

## Related

- [Book a consultation](/individuals/consultations/book-a-consultation/) — choosing a type and a time
- [Your profile](/individuals/profile/) — every field and what reads it
- [ImmiReport](/individuals/immireport/) — where you stand before the call
- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — what your profile becomes if you go further

## Frequently asked questions

### Do I have to complete my whole profile before a consultation?

No. Nothing blocks the call. But the parts of your profile that a proposal is later built from are the same facts a consultation spends its time establishing, so filling them in first shifts the conversation from collecting facts to using them.

### I booked with the wrong name. Does it matter?

The booking is prefilled from your Lexpoint profile, so a wrong name there is a wrong name on the session. Correct it in Personal Information and it will be right on the next booking.

### Where do I add a question I want answered?

The scheduling window's own questions are saved with your session, so anything you write there travels with the booking.