1. Write a dated chronology
Set out the key events in sequence. For each event, note the date, what happened, who was involved, and the document that supports it. Where a date is uncertain, mark it as approximate.
2. Index your documents
Group contracts, notices, correspondence, pleadings, and orders separately. Give each document a short description and date. Keep original records safely and identify the source of each copy.
3. Separate facts from questions
Distinguish what the documents establish, what you recall, and what you need clarified. Record your questions and the outcome you seek.
4. Identify upcoming dates
Bring any communication recording a hearing date, response date, or other time-sensitive requirement. Ask the advocate to review its significance; a website checklist cannot determine deadlines for your case.
Consultation checklist
This guide covers preparation only. It does not assess your rights, determine a deadline, or replace advice on your matter.