A concise account of the facts
Write down the principal events in date order Include the names of the parties involved and distinguish facts you know directly from information you have been told
Relevant documents
Bring copies of contracts, correspondence, receipts, notices and court papers that relate to your matter Keep originals safely and ask before sharing sensitive material
Questions to ask
Clarify the scope of work, any information still needed, proposed next steps, responsibility for updates and how fees will be agreed
Download the checklistGeneral educational information, not legal advice on an individual matter
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