TRACK THE LAWYER'S RECORD REQUESTS
Use neutral labels for requests already made. Keep records and private instructions elsewhere.
Legal Services · FREE PREPARATION PACK
Personal injury consultation and record handoff workbook
A record being received is not the same as a lawyer reviewing it or agreeing to represent you. This helpful preparation resource from PickYourPro.ai keeps those questions separate. Use the worksheets, printable checklist and questions to track a lawyer's requests, the agreed contact role and the response still needed without copying sensitive case details into a shared form.
Download free PDF ↓Ready for proposals? Start a request ↗
Preparation only, not legal or medical advice, a case assessment, evidence-collection or preservation instructions, deadline guidance, negotiation or settlement advice, or an agreement to represent you. Keep names, allegations, medical details, identifiers and private records out. Raise urgent questions directly with a lawyer; do not wait for this workbook or marketplace proposals.
START HERE
How to use this resource
Before a consultation, use the questions and comparison page to clarify the proposed service. If a lawyer has requested records, give each request a neutral label such as Item A. Record the lawyer's request reference, the contact role and a reference to the secure transfer instructions, not the records themselves. Repeat page 1 for further requests. On page 2, record only responsibilities discussed with the lawyer; do not treat an empty row as a task to investigate or contact someone. Keep receipt, review and engagement confirmation separate. If no requests or responsibilities have been agreed, leave those rows blank and ask the lawyer. Keep original instructions and engagement documents privately elsewhere.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
CLARIFY ROLES WITHOUT ASSUMING TASKS
Record what the lawyer has discussed. Blank rows are questions, not investigation instructions.
CHECK THE HANDOFF CONVERSATION
Tick what has been clarified, not what you assume the lawyer has accepted or completed.
QUESTIONS FOR THE LAWYER
Ask privately about the proposed engagement. Do not use this page to disclose case facts.
COMPARE THE PROPOSED ENGAGEMENT
Use Firm A and B. Compare written terms, not assumed results or receipt of documents.
USE IT RIGHT NOW
Personal Injury Attorney preparation checklist
- Use neutral item labels rather than names, allegations or medical information.
- Link each record row to a request actually made by the lawyer.
- Keep the record-contact role distinct from the engagement contact.
- Refer to secure transfer instructions without copying access details.
- Track requested, sent, received and awaiting-review questions separately.
- Ask who handles any investigation task; do not infer a client assignment.
- Confirm how updates and unanswered questions reach the responsible team member.
- Keep the written engagement and original instructions separately; receipt is not representation.
Questions for the personal injury lawyer
- What experience and proposed role would your team bring to this type of personal injury matter?
- Which records, if any, are you requesting now, and how should we identify and transfer them privately?
- Who confirms receipt, who reviews the records, and how will outstanding requests be communicated?
- Who is responsible for investigation work, and what should I ask before taking any action myself?
- Who will handle the matter and routine updates, and what is the process for urgent questions?
- What services, fees, expenses, exclusions and responsibilities would the written engagement cover?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai if you choose, then start a Personal Injury Attorney request. Share only a non-confidential description of your consultation needs so participating pros can compete with proposals. Compare proposed scope, communication and written engagement terms. A request or proposal does not establish representation.
Start a new request ↗Participation and availability vary. A private consultation, conflicts check and record review may be needed before engagement.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
Download the five-page pack ↓One request. Every pro’s best offer.
More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 17, 2026. This pack has not been independently reviewed by a licensed specialist.
- American Bar Association: questions to ask a lawyer ↗
Checked October 17, 2026. Used for consultation themes about experience, team roles, communication and written fee arrangements; no fee figures, promises or jurisdiction-specific rules are reproduced.
- American Bar Association: personal injury claims ↗
Checked October 17, 2026. Provides context for asking a lawyer about records and investigation responsibilities. This workbook does not reproduce liability tests, damages guidance, evidence instructions or claims about an outcome.
Linked organizations do not endorse PickYourPro.ai. Report a correction.