Arrange a chronology, identify the parties and collect signed agreements, notices, invoices, payments and key correspondence.
Begin with a simple chronology
Write what happened in date order using short points. This helps connect agreements, invoices, correspondence and payments to each stage of the matter.
Keep complete source documents
Collect signed versions, notices, invoices, payment evidence and key correspondence. Avoid cropping messages or changing original files.
State the practical outcome
Explain what you want to achieve and identify any approaching date. This helps focus the review on the decision that needs to be made.
A quick preparation checklist
Arrange dates from earliest to latest
Identify the parties and their roles
Keep complete and signed copies
Record any approaching deadline
A note of caution
This information is general and does not replace legal advice. Do not send highly sensitive or time-critical information until the firm confirms the appropriate channel.
Discuss the matter with the team