01

Start with the event

Report through the applicable workplace process, obtain care, save work restrictions, and identify equipment, contractors, witnesses, and the exact work area.

02

Build the record

Keep incident, wage, schedule, training, maintenance, safety, medical, benefits, and insurer records in distinct sections.

03

Prepare the legal questions

Ask a locally qualified lawyer which systems apply and whether any non-employer person or entity requires separate investigation.

04

Contact and insurance log

Keep a dated log of reports, claim numbers, requests, responses, appointments, expenses, and decisions. Distinguish what you observed from what another person said or a record states.

05

Use the file in a consultation

Bring the shortest accurate chronology you can prepare, the most important original records or secure copies, and three questions. A lawyer can identify gaps without requiring you to solve the legal issues first.