QUICK ANSWER
Good organisation preserves originals, makes dates searchable and separates key material from background. Ask the office how it receives confidential files before sending a large document bundle.
Key takeaways
- Preserve originals and create working copies.
- Use dates and descriptive file names.
- Send a short index before a large bundle.
Preserve the source
Keep original emails, files, envelopes, photographs and device records where they may matter. Work from copies and avoid editing, highlighting or renaming the only original.
Do not obtain documents unlawfully or take unrelated confidential material. Ask for advice where access or ownership is uncertain.
Use a simple structure
Group documents by topic, then order them by date. Use file names that begin with an ISO-style date where known, followed by sender, recipient and a short description.
- One-page issue and objective summary
- Chronology with links to key documents
- Numbered document index
- Separate folder for background material
Agree on secure delivery
Ask which portal, email or physical method the office uses and whether there are file-size or format limits. Do not upload confidential material through a public search field.
Start with the smallest set needed for the first decision. The lawyer can then identify gaps and request further material proportionately.
TURN PREPARATION INTO A USEFUL SEARCH
Find providers connected to this guide.
Browse published services, then confirm the individual’s experience, availability, scope and fees directly.
COMMON QUESTIONS
Useful answers before you start.
Should I print everything?
Ask the office. Digital, searchable files may be more useful, while some originals or signed documents may need physical inspection.
Can I highlight important parts?
Keep the original unchanged and highlight a working copy. Explain why a passage matters in the index or chronology.
How should I name files?
A consistent pattern such as YYYY-MM-DD — sender — document description makes sorting and reference easier.