Keep originals together
Gather documents you already have, such as correspondence and reports. Preserve original files and avoid changing dates, messages, or photographs.
Make a question list
Separate your questions from your records. Note what you would like explained, from the meaning of a letter to how you will hear about progress.
Agree on a secure way to share
Ask the lawyer’s office how records should be provided. Verify the recipient before sending sensitive information, and avoid public links or shared devices.
Further readingAmerican Bar Association: preparing to work with a lawyer ↗
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