SECOND-STAGE REFERRAL SNAPSHOT — BLANK TEMPLATE
Law Offices of David L. Milligan, APC
Version: September 8, 2026

USE AND LIMITS
Use this template only after the office confirms that the conflict screen permits
further discussion and invites details through an identified channel. Do not send
this template with the initial conflict inquiry.

This is an organization guide, not an acceptance checklist. It does not create an
attorney-client or co-counsel relationship, accept a matter, associate or substitute
the firm, or transfer any duty or date. Existing counsel remains responsible unless
and until the applicable agreements and any required filing or order make a
transition effective.

Do not include medical records, privileged communications, mediation or settlement
material, or other sensitive documents unless the office specifically requests them
through an identified channel and counsel determines disclosure is appropriate.

For each material statement, label it when practical:
  VERIFIED — name the source document or record
  CLIENT-REPORTED
  DISPUTED — identify the competing position
  UNKNOWN

1. MATTER AND POSTURE
Court and venue:
Case number:
Operative pleadings and orders:
Procedural stage:
Current counsel of record:

2. DATES AND THEIR SOURCES
Date / event:
Source notice, order, rule, or agreement:
Person currently responsible:

3. LIABILITY AND EVIDENCE
Claimed event:
Parties’ positions:
Genuinely disputed issues:
Available reports, testimony, photographs, video, physical evidence, or records:

4. MEDICAL AND CAUSATION RECORD
Treatment status:
Available records:
Documented diagnoses or opinions:
Causation disputes, prior conditions, or alternative explanations shown in record:
Unknown or missing items:

5. CLAIMED HARM AND AVAILABLE RECOVERY
Functional effects claimed:
Claimed economic loss and supporting documents:
Known liens:
Known insurance or other collectible sources:
Unknown or unverified items:

6. WORK COMPLETED AND WORK REMAINING
Discovery status:
Expert status:
Pending investigation:
Unresolved motions or evidence issues:
Expected document volume:
Preparation still required:

7. CLIENT OBJECTIVE, REQUESTED ROLE, AND TRANSITION
Client’s stated objective:
Requested role — full referral / co-counsel / trial-focused / other:
Desired timing:
Proposed responsibility for client communication:
Proposed responsibility for costs and decisions:
File-transfer status:
Immediate next steps:

FINAL ACCURACY CHECK
[ ] Verified statements identify their source.
[ ] Client reports, disputes, and unknowns are labeled.
[ ] Every material date identifies its source and current responsible person.
[ ] No unrequested sensitive or confidential material is attached.
[ ] Existing counsel continues to protect the client and all dates.