Consultation preparation
Build a short account, identify the parties and deadlines, and prepare questions about scope and costs.
- A six-part preparation checklist
- What to include in the first enquiry
- Questions before instructing work
Preparation Guides
& Downloads
Concise guides to help organize your enquiry and retain the records that support it.
Evidence checklist
Keep original communications and transaction records, label working copies and identify missing information.
- Communications and platform records
- Payment and transaction details
- A simple evidence index format
Use the guides as preparation aids
These documents provide general organization guidance. They do not assess your claim, determine a deadline or create an attorney-client relationship. Keep completed notes privately and share only what is necessary through an agreed route. Do not record or send passwords, wallet seed phrases or private keys.
The guides do not need to be completed before you make an enquiry. If you are unsure about a detail, mark it as unknown. Read Your Free Case Review for the next stage.