Which Key Document Should You Select?

Selecting Key Documents: This step means selecting a document that gives Mary context about your matter and is needed to activate themes and relevance (one of the most important steps)

Example Key Documents for PI:

• Initial claim forms and intake documents

• Letters of instruction and file notes from first meetings

• Statements of claim

Example Key Docs for Family:

• Start of matter: Notes taken from first meeting.

• Pre mediation: Confidential Case Outline Document + Initial Letter of Advice

• From starting court onwards: Initiating Application or Response + offers of settlement + affidavits → crucial to select both sides versions of these to reduce bias.

Example Key Docs for Estate Litigation:

• Wills

• Initial Client Files or correspondence

• Any document that outlines the dispute.