What to prepare before a case review
Use this before your first call so the conversation starts with your facts instead of a form.
Read moreClient resource library
Prepare the facts that make a case review stronger.
Short, organized information helps an attorney identify timing, responsibility, proof, harm, and a practical recovery path.
Reviewed July 27, 2026
Resource library
Six practical guides for the moments that decide a case: the first days after a crash, the adjuster call, the workplace paper trail, commercial-vehicle evidence, deadline questions, and the case review itself.
Commercial-vehicle accident evidence checklist
Records that may be important in a commercial-vehicle matter are often held by the company, not by you.
Read moreDeadlines and early case review
There is no single legal deadline. There are several, they depend on your facts, and some run early.
Read moreFirst steps after a California crash
Proof can change or disappear during the first week. Here is what to capture while it is available.
Read moreTalking to an insurance or claims adjuster
Recorded statements, authorizations, and releases are documents with consequences. Read before you sign.
Read moreHow to document a workplace problem
Access may end on or before the last day. Organize records you are entitled to keep while they remain available.
Read moreThese guides provide general information, not individualized legal advice or a limitation calculation. Contact does not create an attorney-client relationship. Representation begins only after conflicts review and a signed written agreement.
Where to start
Pick the guide that matches the moment you are in.
Most people arrive in one of four situations, and each one has a different first move.
- It just happened. Document the scene, the injuries, and the vehicles before anything changes. First steps after a crash
- An insurer is calling. Know what a recorded statement, a medical authorization, and a release actually do. Before you talk to an adjuster
- Work is going wrong. Build the record while you still have access to the accounts that hold it. Document a workplace problem
- A date may be running. Learn which categories of timing tend to apply, and why waiting costs proof. Deadlines and early review
What to expect
What the first review actually does.
- Conflicts and parties first
Everyone on every side is identified before a closer review, because a conflict controls whether the firm can look at the matter at all.
- A timing screen, not a deadline calculation
Known dates, notices, and procedural steps are reviewed against your facts. No web page and no first call can promise you a filing date.
- A preservation list
What may disappear first is identified early, including records held by an employer, an insurer, an agency, or a company.
- A next step you can act on
Engagement discussion, a request for specific information, a referral, co-counsel review, or a decline. No acceptance, outcome, or response time is promised.
Frequently asked
About these guides.
Are these guides legal advice?
No. They are general information about organizing facts, preserving records, and understanding common requests. They do not calculate a deadline, evaluate a claim, or create an attorney-client relationship.
Can I use these guides if another firm represents me?
Yes. Nothing here is firm-specific. If you are already represented, raise anything time-sensitive with your own counsel rather than acting on a public checklist.
What if my situation is not covered here?
Start with the guide on preparing for a case review, then call and describe what happened. The practice area index lists the kinds of matters the firm reviews.