1. Build an accurate timeline
Record what happened, when, who was involved and what was said or written. Small details can become important.
2. Gather documents and evidence
Agreements, correspondence, messages, receipts, photographs and official records help ground the assessment in evidence.
3. Check deadlines
Legal matters may involve limitation periods, procedural deadlines or other timing requirements, so an active dispute should not be left unchecked.
4. Define the objective
The goal is not always a judgment. It may be payment, performance, stopping an action, settlement or greater certainty.
5. Choose strategy before action
A demand letter, negotiation and litigation are different tools. The right choice begins with the client's objective, risks and costs.