Use five straightforward categories
Create folders for the incident, correspondence, vehicle documents, appointment paperwork, and your questions. The categories are an organizational aid, not a statement about what proves a legal claim. Use whatever system you can maintain consistently, including a paper folder if that is easier.
Keep source files intact
Retain the original version of each photograph or document. Make working copies if you need to annotate something. A filename such as 2026-09-23-insurer-letter is easier to find later than a string of random characters. Keep any note about the document separate from the document itself.
Create an inventory with three columns
For each item, write what it is, where it came from, and where you saved it. Add a separate list of missing items and requests you have already made. This prevents repeatedly searching through an inbox and helps you explain to an attorney what is still outstanding.
Track conversations without adding assumptions
A simple log can include the date, organization, person you spoke with, and next step discussed. Distinguish an exact quote from your summary. If you are unsure what someone meant, add a question to follow up on rather than treating your interpretation as a confirmed fact.
Share through the right channel
Ask the receiving firm which documents it needs and how to send them securely. Do not post records publicly or include identification numbers in a general inquiry. When a family member is helping, agree on who maintains the main folder so duplicate versions do not become confusing.
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.
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