One-page event summary
State what happened, when and where it happened, the people and entities involved, and what happened immediately afterward. Separate facts you observed from assumptions or disputed points.
Date and deadline page
List the incident date, treatment dates, work absences, claim notices, correspondence dates, and any deadline stated by another person. Label unverified deadlines as questions.
Document index
Group reports, photographs, medical records, bills, insurance letters, wage documents, and witness details. Bring copies or use the firm’s secure intake method; avoid emailing sensitive records before verifying the recipient.
Your decision questions
Ask about jurisdiction, deadlines, possible defendants, investigation, communication, staffing, fees, expenses, and the next action. You do not need a perfect file before seeking timely advice.