Prepare the one-page brief
Include the incident date and place, event type, immediate care, current treatment, involved organizations, insurer and claim numbers, and upcoming response dates.
Choose orienting documents
Have the incident report, key photos, treatment list, insurer correspondence, policy declarations if available, and any proposed release nearby.
Ask about fit and responsibility
Ask whether the firm handles this type of matter in the jurisdiction, who would review and manage it, and what the next decision would be.
Leave with a clear next step
Write down what the firm will review, what documents are requested, who will respond, and by when. A directory firm record does not establish fit or availability.