Write a brief summary · Gather key documents · Know what to ask · Prepare a ninety-second summary · Put documents in reach · Finish with a follow-up note
Write a brief summary
Note when and where the injury happened, the type of incident, and any immediate medical care.
Gather key documents
Have photos, reports, insurance correspondence, and a treatment list nearby. You do not need a perfect file before calling.
Know what to ask
Ask whether the firm handles your type of matter, whether it serves your area, and what information it needs next.
Prepare a ninety-second summary
State when and where the event happened, the type of incident, who was involved, the care received so far, and the question you want answered first. Say what you do not know.
Put documents in reach
Keep report numbers, photos, messages, insurance correspondence, treatment dates, and any notice received nearby. Do not delay a time-sensitive call because a file is incomplete.
Finish with a follow-up note
Record who spoke with you, what was requested, who will respond, and when. Confirm whether the firm is only considering the matter or has agreed in writing to represent you.
This is general information, not legal advice. It does not create an attorney-client relationship.