Identify the parties and the matter
Briefly explain the relationship behind the dispute and the parties' expectations. Separate unconfirmed interpretations from verifiable events.
Match events to documents
Note the relevant document or correspondence beside each important event in the timeline. List documents you do not yet have separately.
Clarify the meeting agenda
Describe previous discussions and steps taken. Possible approaches are discussed after considering the documents and specific circumstances together.
General information only; not a substitute for legal advice on a specific matter.