Illustrative sample — not legal advice. These general suggestions are a draft and require firm review.
Keeping relevant documents together can make it easier to describe a concern and identify questions. The records that matter depend on the particular circumstances.
Make a simple index
List the documents you have and note the date or subject of each. Keep original records safe and work from copies when preparing notes.
Keep the timeline factual
Record important events in order and mark details that still need checking. This sample is not a complete checklist for any matter.