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Documents to Bring to Your Attorney


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Suing someone or being sued yourself is, without a doubt, an extremely stressful and often times expensive process.  If you are proactive and keep your attorney well informed, the experience will be less stressful and meetings with your attorney will be more efficient.  The following is a list of documents you should copy and provide to your attorney at your initial consultation if you are suing someone or being sued.

Document                                                           Notes:

____ Summons and Complaint from the other side   ____________________

____ ALL your files regarding the other party         ____________________

____ ALL your correspondence with or regarding

             the other party                                              ____________________

____ ALL insurance policies                               ____________________

____ Incorporation documents                            ____________________

____ Calendars or day timers if they refer to

             the other party                                            ____________________

____ Phone logs and message pads if they

             refer to the other party                                   ____________________

____ Contracts                                                ____________________

____ Purchase orders                                        ____________________

____ E-mails from the other side                                   ____________________

____ Documentation relating to any product at issue         ____________________

____ Any employee with knowledge of the

             events in the litigation                                  ____________________

____ Tax returns                                              ____________________

____ Financial statements                                           ____________________

____ Canceled checks                                       ____________________

____ Bills or invoices                                       ____________________

____ Receipts                                                 ____________________

____ Employee files                                         ____________________

____ Files from previous litigation                      ____________________

____ Files from previous attorneys                      ____________________  


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