Tools & Worksheets

GUIDE 7 โ€“ Pattern Spotting Cheat Sheet

Quick reference for โ€œdoes this look normal?โ€ This does not decide your case. It helps you see where to ask better questions. Use this as a one-page note you can keep near your timeline and document folder. 1. Service & Notice โ€“ quick checks If โ€œyes, thatโ€™s off,โ€ mark Service as a pattern to discuss with counsel. […]

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GUIDE 6 โ€“ Document Folder Checklist

Building your โ€œcore fileโ€ This is for your own organization, not for filing as-is in court. 1. Physical or digital (or both) Decide how youโ€™ll store: Many homeowners do both: physical for court days and attorney meetings, digital for long-term storage. 2. Core categories Create subfolders (physical or digital) for: 3. Simple naming system (for digital)

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