Start a dated incident record
Record the date, time, location, people involved, and what you remember seeing or hearing. Distinguish what you observed from what someone else told you. Add a dated correction if your memory changes rather than silently rewriting the first account.
Preserve original files
Keep the original photos, videos, messages, emails, and documents. Back up digital files without editing the originals. Note who created each item and when you received it.
Identify reports and witnesses
Write down report numbers, the agency or business that made each report, and witness contact details you lawfully have. A report may take time to obtain; its absence should not stop you from asking a lawyer for advice.
Build a care and cost timeline
List providers, appointment dates, referrals, restrictions, bills, insurance explanations, and work missed. Keep records of amounts actually charged or paid instead of estimating a claim value.
Keep an insurer contact log
Record the company, representative, claim number, date, request, and any deadline stated to you. Save copies of letters and forms, especially a proposed release or settlement agreement.
Prepare a short handoff
Bring a one-page timeline and an index of the records you have. Tell the lawyer about gaps or conflicting accounts. Ask which originals to preserve and which documents the firm would obtain itself.