You do not need everything on this list to get started. This is simply a guide to help us evaluate your situation more efficiently. If you only have part of this information, that is completely fine. We can help gather the rest.

1. Basic incident details

Date and time of the incident
Location (city, street, business, or property)
Type of incident (motor vehicle accident, elder abuse, TBI, etc.)
Brief description of what happened

2. People or entities involved

Names of other individuals involved
Company or business names (if applicable)
Insurance information (if available)
Police or incident report (if one was made)

3. Medical treatment

Where you received care (hospital, doctor, clinic)
Types of treatment (ER visit, imaging, surgery, therapy)
Ongoing or recommended treatment

4. Injuries and symptoms

Areas of the body affected
Pain or physical limitations
Changes since the incident

5. Photos or documents

Photos of the scene or damage
Photos of injuries
Any reports or written documentation
Video, if available

6. Insurance information

Insurance company names
Claim numbers
Adjuster contact information
Any statements already given

7. Impact on your life

Missed work or lost income
Changes in daily activities
Ongoing limitations

For families (wrongful death cases)

Basic details about the incident
Relationship to your loved one
Any known insurance or involved parties

If you are pursuing a wrongful death claim on behalf of a loved one, gathering even a few of these details ahead of your consultation can help us start identifying the responsible parties and applicable insurance coverage right away.

You don’t need everything

If you only have part of this information, that is completely fine. We can help gather the rest. Your free consultation is the right time to ask questions — not a test you need to study for.

New Client Checklist