Write a three-sentence summary
Note what happened, where and when it happened, and the main injury or practical problem. Keep uncertain details clearly labeled as uncertain.
Put key identifiers nearby
Have report numbers, claim numbers, the names of involved organizations, and a list of medical providers available if they exist.
Choose your questions
Prioritize whether the firm handles the matter, who would review it, what deadline concerns require prompt attention, and what information is needed next.
End with a clear next step
Before the call ends, confirm whether you must send anything, how to send it securely, and when you should expect to hear back.
Questions about this step
Do I need a perfect chronology?
No. A short, honest outline is more useful than filling gaps with guesses.
Should I send sensitive records before speaking to the firm?
First confirm the recipient and ask for the firm’s secure intake method.