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You've Now Scheduled Your In-Office Appointment- Here's What You Need To Know & Bring



During our in-office consultation I will ask you lots of questions about what happened and why. I will want to know as many details you can possibly tell me. This is  your opportunity to open up and tell me everything that you remember.

Plan to be in my office for at least an hour. If you have copies of your medical records, bring them. Make sure to bring a copy of your ID and your health insurance card and copies of any bills and receipts relating to what happened.

I also need to know what pharmacy your medications are filled in, and if you are receiving Medicaid or Medicare benefits, I need to know that as well.

During our in-office consultation, I will need to know your date of birth and your Social Security number.

You might think that many of my questions pry into your private life, but in order to fully investigate your matter, I need to know all the details of the events surrounding your wrongdoing as well as what wrongdoing caused your injuries and how the injuries affect you on a daily basis.

You should know that as a valued and trusted client, the information you provide to me is protected and privileged. I cannot and do not disclose it to anyone.

In the event my investigation reveals that you have a valid basis for case and I start a lawsuit on your behalf, we are then obligated to provide a great deal of information about you to the defense attorneys who will be representing the people and companies that you are suing. In that instance, we are required to disclose much information, including your date of birth and Social Security number to the defense so they can go forward and conduct their own investigation.

During your initial consultation you will learn that I send you a follow-up letter after you leave my office that day thanking you for coming in. In addition, I let you know that I will be sending you some really helpful and informative reading material that you will appreciate. I also let you know that if you have any question you are to immediately contact my office and schedule a phone consultation with me so I can address whatever concerns you have.

I also let you know that when you become a valued client in my office that you'll be receiving monthly telephone calls from me personally to let you know exactly what is going on with your matter. These monthly telephone calls are designed to keep you informed and let you know what is happening with your matter every single step of the way. My clients love these personal phone calls from me since they never have to wonder “What's happening on my case and what is my attorney doing for me this month?”