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HELPFUL GUIDE

What to prepare before a lawyer conversation

A short checklist for your first conversation.

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Let’s hear your story.

A few details are enough to start.

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Do not include medical records, Social Security numbers or confidential documents.

Your inquiry goes to our intake team first. Any sharing with independent lawyers will be explained before a handoff. Submitting does not hire a lawyer.

Start with a simple timeline

Write down when and where the incident happened, who was involved and what happened afterward. Say when you are unsure rather than estimating facts as certain.

Keep existing information together

  • Incident or report numbers.
  • Photos and witness details you already have.
  • Letters from insurers or other parties.
  • Basic treatment dates and time missed from work.

Prepare your own questions

Ask who will work on the matter, how updates are provided, what experience is relevant and how fees and costs work. A first conversation is also your opportunity to assess the lawyer.

Further reading: FTC: Hiring a lawyer. General information, not advice about your situation.

Prepared November 2, 2026 · Personal Injury Pal editorial team · Attorney review pending.

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Start with what happened.

You do not need to know the legal name for your injury.

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