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Preparing to Meet with an Attorney

The following is a list of documents you should copy and provide to your attorney if you are suing someone or being sued.

  • Summons and Complaint from the other side
  • All files regarding the other party
  • All correspondence with or regarding the other party
  • All insurance policies
  • Incorporation documents
  • Calendars or day times 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
  • An 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

Additional information, such as a description of the events leading up to the lawsuit, history of your relationship with the other parties involved and past agreements should also be shared with your attorney.

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