Consultation notes

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Organize the facts and questions; this document does not determine rights or legal deadlines.

What happened, what decision is approaching, and what I want to understand

✏️ Build a factual chronology

Separate observations from reports. Preserve original documents.

Entry 1: Date or estimated date; Event; Supporting document; What is uncertain

Entry 2: Date or estimated date; Event; Supporting document; What is uncertain

Entry 3: Date or estimated date; Event; Supporting document; What is uncertain

Share sensitive evidence only through a channel agreed with the adviser.

Document inventory and missing items

Priority questions: possible deadlines, options, costs, evidence needed, and next steps

Confirm next actions, owners, and dates with the adviser.

Agreed next steps, owner, and confirmed date

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