01

Verify the basics

Record license status, office contact information, jurisdictions served, and whether the firm confirms it handles the matter described.

02

Compare insurance-claim handling

Ask how the firm identifies policies, responds to coverage disputes, handles adjuster communications, and reviews payment issues.

03

Compare the working relationship

Record the main contact, likely staffing, update method, expected client responsibilities, and escalation path.

04

Compare written financial terms

Compare fee calculation, case expenses, responsibility if there is no recovery, third-party payments, and closing accounting.