Identify the conversation
Before discussing documents, clarify the organization, the person's role, and the claim reference. Keep these details with your correspondence log. If an unexpected caller requests personal information, verify the contact through a known official channel before sharing it.
Ask what is being requested
Write down the exact document, information, or action requested and when a response is expected. If you do not understand the request, ask for clarification in writing. A clear record is more useful than trying to remember the conversation several days later.
Separate routine logistics from legal questions
An address for sending a repair estimate is a different kind of question from whether to sign a release or give a recorded statement. Ask a licensed attorney to explain requests that could affect your rights or obligations. This article does not tell you to ignore policy duties or deadlines.
Keep the attorney informed
If you already have an attorney, ask how the firm wants you to handle incoming communications. Send the request using the firm's preferred channel and include any date stated by the sender. Do not assume that an email was received or that the firm is handling an issue outside the agreed scope of representation.
Create a simple follow-up list
At the end of the call, record the next step and who said they would take it. Put unresolved questions in a separate list for your attorney. Avoid estimating settlement value from a single conversation or from an online calculator; your circumstances need individual review.
About this guide
General educational information, not legal or medical advice. This is an editorial draft and has not been reviewed by a Georgia attorney. No case outcome, deadline, or attorney-client relationship is established by this page.
This is an original organizational checklist, not an interpretation of Georgia law.
Our editorial standards