Checklist - Long of Sequential Activities to Organize Automobile Action 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Initial Client Information' section. Ensure you provide accurate details from the first telephone call, and remember to attach the Client Information Questionnaire for the client to complete.
3. In 'Representation Contract (Fee Agreement)', select the appropriate contingency fee agreement form. Have all necessary parties execute this document within our platform.
4. Proceed to 'Authorizations and Releases'. Here, ensure that the client signs all required release forms, including medical records and insurance information.
5. For 'Preliminary Investigation', systematically document each action taken, such as writing for medical information or contacting agencies for driving records. Use our editor's note feature for clarity.
6. Continue through each section methodically, ensuring all fields are filled accurately. Utilize checkboxes where applicable to streamline your process.

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