A short timeline
List important dates and a simple description of what happened. Distinguish personal recollections from what others told you.
Documents you already have
For an injury, these may include reports, photographs, medical information, and insurer letters. For other matters, gather relevant applications, agreements, and prior decisions. Keep originals.
Your priorities and questions
Think about what you need to resolve first: understanding a letter, checking a case status, or evaluating options. Write down questions so you do not forget them.
How to share information
Ask about the appropriate way to provide documents. At first contact, avoid sending identification numbers, full medical histories, or other sensitive information until you agree on how it will be handled.
General information, not a substitute for an assessment of your case. Rules and deadlines vary by facts and jurisdiction.
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