01
At the beginning
Identify providers, witnesses, photographs, and other time-sensitive information while details are still fresh.
Your case, your story
The records tell part of the story.
Medical records document diagnoses and treatment. Your own account can help preserve what recovery looked like between appointments: at work, at home, and in the ordinary parts of the day.
Why this matters
The details are easy to lose if nobody asks.
An injury can affect a person's routine in ways that do not appear on a bill or in a brief appointment note. A missed shift, a task someone else had to take over, or a change that gradually improved may be important context.
This process is meant to help clients record their experience accurately, in their own words and over time. It does not create damages or encourage anyone to overstate what happened. Improvement, recovery, and information that may not support a particular loss matter too.
A record that develops over time
Different moments call for different questions.
Information gathered early may be incomplete. The goal is to preserve what is known now and return to it when more is known.
02
During treatment
Keep track of care, prescriptions, expenses, missed work, and meaningful changes in everyday life without treating early estimates as final.
03
Before a demand
Review relevant categories carefully and confirm whether more information exists, was already provided, will come later, cannot be found, or is not being claimed.
Keep what may help explain your experience
Small details can add useful context.
Only information relevant to the particular case should be requested. A client should not assume every category applies.
Photographs and video
Accident scene images, visible injuries, and changes over time, when available.
Work and earnings
Missed work, schedule changes, or records of lost earnings, if applicable.
Prescriptions and expenses
Medication information and receipts or records of out-of-pocket costs.
Providers and treatment
Names of providers, appointments, referrals, or care not already known to the legal team.
Daily activities
Examples of what became harder, what changed, what improved, and what remains affected.
Witnesses and other records
People with relevant knowledge and other materials that may help clarify what happened.
Accuracy comes first.
Describe things as they are. If something improved, say so. If you are unsure, say that. If another condition may contribute to a symptom or limitation, include that information. A missing document does not mean the event or loss did not happen, and no response should be treated as confirmation that a category does not apply.
Your Case, Your Story
A guided conversation, not a one-size-fits-all form.
Questions should reflect information confirmed in the case and leave room for the client to explain what changed without suggesting an answer.
Personalized
Questions should be tied to known facts and asked in plain language.
At your pace
Early information can be updated as treatment and recovery continue.
Reviewed with care
Responses and supporting materials should be checked before they are used in case development.
A more complete picture
What you experienced matters, including the parts that changed and the parts that got better.
The purpose is to help preserve a truthful account so relevant information can be considered alongside the medical record.
This public website is educational only. Do not submit medical records, case details, or other confidential information here. Client updates are available only through the personal access link supplied by your legal team. Keep that link private.