Pre-Meeting Checklist

When you come to our office, we will provide you with an intake form that we will use for contact information and other relevant data regarding your case. The following checklist should provide some guidance regarding information and documents that you might need to complete the intake form.

 

¤   Any correspondence (letters, emails, phone calls) from insurance adjusters. This includes correspondence from your insurance and from the at-fault party. 

¤   Your insurance documents, including the “declaration page” of your policy. 

¤   If you have more than one policy, please bring documents regarding all of the policies.

¤   Police report and/or any documents given to you by first responders. If you do not have a police report, we can collect this at a later time (assuming a report was filed).

¤   A list of all passengers in the vehicle and include contact information.

¤   A list of witnesses to the accident. Again, please provide any contact information you have for these individuals.

¤   Pictures of the damage to your vehicle.

¤   Pictures of the accident scene.

¤   Pictures of your injuries.

¤   If you were injured in a bicycle or pedestrian accident, please bring damaged equipment (helmet, bike, etc.) and damaged clothing.

¤   Any video, audio, or newspaper articles regarding the accident.

¤   Documents regarding all medical policies.

¤   A list of any treatment providers you have seen since the date of the accident. Please provide location or contact information.

¤   If you are missing work, please indicate whether your doctor has provided time loss statements.

¤  If any medical bills have been sent to collections, please bring any correspondence regarding those bills.