Build a one-page brief
State what happened, where and when it happened, what care followed, and what has changed. Separate facts you know from facts you are still trying to confirm.
- Incident date and place
- People and organizations involved
- Treatment to date
- Insurance or claim references
Bring an index, not a document dump
List what you have and what is missing. The firm can tell you which documents it needs and how to send them securely after conflicts and intake procedures are addressed.
- Reports and photographs
- Medical and billing records
- Insurance communications
- Employment or wage documents
Ask about fit and responsibility
Confirm whether the firm handles this type of matter and jurisdiction. Ask which lawyer would supervise the matter, who would communicate with you, and what happens after the consultation.
- Relevant matter and jurisdiction experience
- Primary contact and update practices
- Immediate next steps
- Potential conflicts or referral needs
Clarify money and scope
Request a written explanation of the fee arrangement, case expenses, termination terms, and what services are included. Ask for a simple hypothetical showing how fees, expenses, and other obligations could affect a recovery.
- Fee calculation
- Responsibility for expenses
- How liens may be addressed
- What happens if there is no recovery