01

Intake and conflicts

A firm may gather basic facts, determine whether it can evaluate the matter, and complete a conflict check before agreeing to representation. A consultation alone may not create a lawyer-client relationship.

02

Investigation and records

The team may identify parties, preserve evidence, collect records, and evaluate insurance or other sources of recovery. Ask what information is outstanding.

03

Medical and damages information

The timing and scope of evaluation may depend on available medical information and the ability to understand past and future effects. Do not change care based on a legal timeline.

04

Negotiation or filing

Depending on the facts and advice, a matter may involve a demand, negotiation, lawsuit, or other process. There is no universal sequence or duration.

05

Resolution and accounting

Before a resolution is final, ask how authority to settle works. At closing, request a clear accounting of the recovery, fees, expenses, liens or other deductions, and the amount distributed.