Incident records
Collect reports, photographs, witness details, messages, and any written account made close to the event. Preserve originals and avoid editing source files.
Medical records already available
Gather discharge papers, provider names, appointment summaries, work restrictions, bills, and insurance explanations. A firm can tell you which additional records matter.
Insurance and employer correspondence
Save claim letters, adjuster contact details, benefit notices, wage information, and requests for statements or authorizations.
Your question list
Bring questions about fit, timing, communication, costs, and the next step. Documents support the conversation; they do not replace it.
Questions about this step
Should I postpone calling until I have every record?
Not if timing may matter. Call with what you have and ask what else is needed.
How should I organize files?
A date-based folder and a one-page index are usually easier to review than renamed or edited originals.