Who is involved
Names of people, companies, insurers, agencies, employers, witnesses, and potential opposing parties.
Case review preparation
What to prepare before requesting a case review.
A strong first review starts with clean facts, organized timing, and only the information needed to screen for conflicts, deadlines, fit, and next steps.
Berhe Jones is a DBA of The Berhe Law Firm. Initial case review is free. If the firm accepts a matter, fees, costs, and scope are governed by a written agreement.
The basic facts to organize
The basic facts to organize
These items help a reviewer understand whether the matter fits without requiring a confidential legal memo.
What happened
A short neutral timeline with dates, location, incident type, and current status.
What changed
Injuries, financial loss, job impact, property damage, denied benefits, repair history, or other harm.
What documents exist
Police reports, claim numbers, letters, notices, photos, video, repair invoices, medical bills, emails, or contracts.
What deadlines may exist
Court dates, agency notices, insurance deadlines, government entities, employment filings, or signed releases.
What you want reviewed
Representation, co-counsel, referral, deadline triage, evidence preservation, or a next-step recommendation.
What not to send through a public form
What not to send through a public form
A first website request should be short. Sensitive material can be handled later if the firm requests it through an appropriate channel.
No full records dump
Do not upload or paste complete medical records, tax files, payroll files, or confidential communications into a public message.
No credentials
Do not send passwords, portal logins, banking data, Social Security numbers, or account security answers.
No urgent reliance
A website form is not a deadline decision. If timing matters, call and preserve your own deadline calendar.
Keep the first message short and conflict-safe
Submitting a form, calling, emailing, texting, or reading this checklist does not create an attorney-client relationship. Representation begins only after conflicts review and a signed written agreement.
Deadlines vary. If a matter is urgent or deadline-sensitive, call 909-609-6685 instead of waiting to submit a long message.