Summary of the matter
Summarise the matter clearly and briefly. Identifying the parties, the start of the relationship and its current position helps the initial assessment.
Chronology
Record events chronologically. Mark dates you cannot recall as approximate rather than certain. Match the dates on your documents to these notes.
Meeting agenda
Identify your priorities and questions in advance. At the initial meeting, you can also discuss the scope of work, communication arrangements and next steps.
This is a general preparation note. A specific matter must be assessed with its circumstances and relevant documents.