Accident Evidence Checklist & Settlement Preparation Worksheet
Track which records you have gathered after an accident, add notes, and print a one-page worksheet to bring to a consultation.
Accident Evidence Checklist
Not every item applies to every claim. Mark items N/A when they do not fit your situation. Stays in your browser.
Prepared with ClaimSettleIQ (claimsettleiq.com). An organizational aid, not a legal assessment.
Accident details
Basic facts help anyone reviewing the claim understand what happened.
Photographs and video
Images can show conditions that change quickly.
Witness information
Independent witnesses can matter when fault is disputed.
Police or incident report
Not every accident has an official report; note what exists.
Medical records and bills
Records link the injury to the accident and document treatment.
Pharmacy and equipment receipts
Small costs add up and are easy to lose.
Work absence and wage records
Needed to support any lost-earnings figure.
Insurance correspondence
Keeping a full trail avoids confusion later.
Other expense receipts
Out-of-pocket costs connected to the injury.
Recovery and symptom journal
A dated personal record can describe daily impact more accurately than memory.
Settlement preparation worksheet
A one-page summary to bring to a consultation. Keep entries general; do not enter Social Security, policy or account numbers, or detailed medical history.
How to use the checklist
Work through the categories that fit what happened. A slip-and-fall claim may have no police report, and a minor collision may have no video, so mark those items “N/A” and the progress bar will ignore them. Progress shows how much of your own list you have gathered — it does not measure the strength of a claim or whether you have a claim at all.
Preserving evidence that can disappear
Some evidence has a short life. Security systems often record over footage after a set period, skid marks fade, and hazards get cleaned up or repaired. If you believe video exists, ask the business or property owner in writing to preserve it, and keep a copy of your request. A lawyer can send a formal preservation letter where appropriate.
About the preparation worksheet
The worksheet pulls together the totals from the Medical Expense Tracker and Lost Wages Calculator with treatment status, insurer contacts, offers and open questions. Printing it before a consultation can make the meeting more efficient. It is an organizing aid only; it does not determine whether you are eligible to make a claim or what a claim is worth.
For a fuller explanation, read Organizing Evidence and Medical Records After an Accident and Understanding Settlement Offers.
Privacy
Checkmarks and notes stay in this page unless you tick “Remember on this device”, which stores them in this browser’s local storage. Nothing is transmitted to ClaimSettleIQ.