Checklist 11 - Data and Information

• Gather and review witness statements.
• Obtain and review the accident report or other objective descriptions of the events.
• If this is a contractual dispute, obtain the contract and any addendums to it.
• Gather the documents that you believe show that the contract was broken.

• What is the disputant?s explanation for why it happened?
• What documents are available to support this explanation?
• Look for assumptions in the explanation, then check them out and gather documents supporting what is uncovered
• What other explanation for the event do the documents and data suggest?

• Obtain expert reports.
• If the expert reports provide opposing opinions, review the assumptions on which the opinions are based
• Check these out.

• If there are medical consequences, gather medical reports that substantiate the injury.
• Gather receipts for any financial consequences, such as, medication, repairs, chiropractor fees, long distance charges and transportation.
• When receipts are not available, record data such as the mileage to and from the physiotherapist?s office and the number and dates of attendances.

• Obtain medical reports.
• Obtain engineering reports.

• Obtain detailed estimates.
• If loss of income is claimed, gather proof of income before the event.
• If a career change is anticipated, gather information about the cost and availability of training for or transition to the proposed new career.

• Order financial statements.
• Order a property appraisal.
• Order an actuarial report.

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