Motor Vehicle Accident

Checklist to Prepare for a Personal Injury Consultation

Your first personal injury consultation is an important step in your case’s journey. This guide will show you how to prepare, what documents to consider bringing, and what questions to ask.

February 27, 2025

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Your first personal injury consultation sets the stage for your case. Whether you’re recovering from a car accident, slip and fall, or another injury, being prepared helps your attorney understand your situation faster and outline next steps with confidence.

Here’s a simple checklist of what to bring, what to ask, and how to get the most from your free consultation.

Key Takeaways:

  • Proper preparation enables your attorney to begin case evaluation efficiently and increases the chance of favorable outcomes.

  • Bring essential documents, such as identification, accident reports, medical records, insurance information, and proof of employment or income.

  • Use the consultation to ask about your attorney’s experience, case approach, fees, and timeline to ensure a good fit.

Why Preparation Matters

A personal injury lawyer consultation is your first step toward securing the compensation you deserve. Being somewhat prepared helps your attorney assess your case quickly and accurately, but don’t stress about having every document immediately. Your attorney will guide you in gathering any missing pieces, like police reports or medical records.

Being prepared can speed up the process and increase the chances of a favorable outcome. Providing whatever information and evidence you have upfront enables your attorney to efficiently prove liability and pursue fair compensation.

Checklist for preparing a personal injury consultation with documents, evidence, and questions to ask your attorney.

Before Your Consultation

Before you meet your lawyer, jot down key details while they’re still fresh—dates, locations, witnesses, and how the injury has affected your daily life. These notes make it easier for your attorney to assess your claim and strengthen your case from the first conversation.

Personal Injury Consultation Checklist: Essential Documents to Bring

The right documents can strengthen your case from day one, helping your attorney understand the full scope of your situation. Don’t worry if you don’t have everything yet; your attorney will assist you in gathering what’s needed.

1. Identification & Contact Details

Bring a government-issued ID and your contact information, including email, phone number, and address. If someone else is handling your case, provide proof of legal representation or guardianship. This ensures your attorney can easily contact you and verifies your identity during the initial consultation.

2. Accident Report & Official Documentation

Accident reports, whether from the police or a business, provide an official account of the incident. If you don’t have them yet, your attorney can help you track them down. These reports substantiate your personal injury claim and provide a clear narrative for your attorney.

3. Medical Records & Bills

Medical records and bills—such as hospital and doctor visit summaries, X-rays, MRIs, prescriptions, treatment plans, and related expenses—are crucial to bring. Digital copies make it easier to share. These documents illustrate the extent of your injuries and the cost of your treatment.

4. Insurance Information

Bring health and auto insurance details if your case involves a car accident. Include correspondence with your insurance company, including claim denials, if applicable. This helps your attorney understand your coverage and any disputes.

5. Employment & Income Proof (If Applicable)

If your injury has affected your ability to work, bring employment and income proof such as pay stubs, tax returns, and correspondence with your employer regarding missed work. These documents are important for lost wage claims and can influence compensation.

Collecting Evidence for Your Case

  • Take clear, timestamped photos and videos of your injuries, property damage, and the accident scene.

  • Gather witness contact information and statements; unbiased perspectives can strengthen your claim.

  • Keep receipts for accident-related expenses like transportation or medical equipment.

  • Save timestamped emails or texts related to the incident.

Providing this evidence upfront allows your attorney to build a stronger, more compelling case efficiently.

Questions to Ask Your Attorney

Use your consultation to vet your attorney. Consider asking about:

  • Experience with similar cases

  • Next steps if you proceed

  • Legal fees (contingency or hourly)

  • Expected duration of your case

Taking notes or recording the conversation (with permission) ensures you capture important details. Most personal injury attorneys, including Lawfty lawyers, offer a free consultation—use this opportunity to ask all your questions.

What Happens Next?

After your consultation, your attorney will:

  • Assess the strength of your claim

  • Discuss potential settlement values

  • Advise on gathering additional evidence

  • Guide you through signing a contingency fee agreement, where payment only occurs if you win

Summary

Preparing for a personal injury consultation with the right documents and questions ensures your attorney can start building a strong case immediately. Stay organized, ask the right questions, and provide complete evidence to maximize your chances of a favorable outcome.

Helpful Resources

For more information, check out these resources: 

Timeline of a personal injury claim process

Should I represent myself in a personal injury case

Contact Lawfty

Ready to get started? Now that you're prepared, schedule a free consultation with Lawfty. Our experienced personal injury lawyers can help you navigate the complexities of your personal injury claim. We operate on a no-win, no-fee basis, so you can focus on your recovery.

Learn more about what to expect when you contact Lawfty: https://www.lawfty.com/resources/what-happens-when-you-contact-lawfty-for-your-case-intake-process

Frequently Asked Questions

  1. How do I prepare for a personal injury consultation after an accident?
    Bring identification, accident reports, medical records, insurance info, and any employment proof. Use our checklist to ensure you don’t miss any critical information.

  2. What should I bring to my first meeting with a personal injury lawyer?
    Bring all available documents such as IDs, accident reports, medical records, insurance information, and employment proof. Your attorney will help gather any missing items.

  3. Why do I need accident reports and official documentation?
    Accident reports and official documentation offer a verified account of the incident, which is vital for supporting your personal injury claim and ensuring your attorney can build a strong case.

  4. How can I collect evidence for my personal injury case?
    Gather photos and videos of the accident scene, collect witness contact info, and retain receipts for any accident-related expenses. These items strengthen your position and provide clear documentation.

  5. What questions should I ask my attorney during the consultation?
    Ask about their experience with similar cases, next steps if you proceed, legal fees, and the anticipated timeline for your case. Taking notes ensures you capture all critical information.

  6. How can paralegals use a personal injury checklist?
    Paralegals can assist attorneys by organizing documents, evidence, and case notes using a structured personal injury checklist to streamline case preparation.

  7. What happens after my initial personal injury consultation?
    Your attorney will assess your claim, discuss potential settlement values, and guide you on gathering additional evidence. If you proceed, you may sign a contingency fee agreement.


Disclaimer

Please note that the information shared here is for general informational purposes and does not replace legal advice tailored to individual cases. Legal statutes and regulations vary by state, so seeking advice from a local attorney ensures accurate guidance in the legal process. Each personal injury case is unique. To ensure fair compensation, speak to a qualified personal injury attorney who can offer personalized advice based on your personal injury claim circumstances.

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