Confirm the team and channels
Save the names and roles of your contacts, the secure method for sending records, and the process for urgent questions.
Keep information current
Report changes in treatment, work status, contact details, insurance correspondence, and new documents according to the firm’s instructions.
Understand decision points
Ask which choices require your approval, how settlement offers will be communicated, and what information the lawyer uses to give advice.
Raise concerns early
If communication or scope differs from what you understood, ask for clarification and refer to the written agreement. Keep a record of important discussions.
Questions about this step
Who makes the final settlement decision?
Ask your lawyer to explain your role and the lawyer’s role under the agreement and applicable professional rules.
Can the assigned people change?
Staffing can change. Ask the firm to notify you and explain who remains responsible for the work.