Free Case Review Checklist: What You Should Have Ready Before You Contact a Mass Tort Firm

If you’re thinking about filing a mass tort claim, you don’t need to have everything perfectly organized before you reach out. A good intake team can help you fill in gaps. But having a few key details ready can make your free case review faster, smoother, and more accurate—and it can reduce delays later if your case moves forward. Below is a practical checklist you can use before contacting a mass tort law firm.

Step 1: Know what product you used (and when)

Mass tort claims usually start with one core question: Were you exposed to the product during a relevant time period? Try to gather:

• Product name (brand and, if known, specific version)

• Approximate dates of use (start and end)

• How often you used it (daily, weekly, occasional)

• Where you purchased or received it (store, online, provider)

If you’re not sure of exact dates, that’s okay—a best estimate is still helpful.

Step 2: Identify your injury or diagnosis

Firms will need to understand the medical issue involved and whether it aligns with the litigation. Have ready:

• Diagnosis (if you have one)

• Approximate date symptoms began

• Approximate date you were diagnosed (if applicable)

• Current treatment plan (basic summary)

• Whether you’re still experiencing symptoms

If you do not have a formal diagnosis yet, you can still contact a firm—many claims start with symptoms and medical evaluation.

Step 3: Make a list of your medical providers

This is one of the biggest time-savers. Mass tort cases rely heavily on medical records. Record requests go faster when your provider list is complete. Include:

• Primary care provider

• Specialists related to the injury

• Hospitals or emergency visits

• Urgent care locations (if relevant)

• Imaging centers (MRI, CT, X-ray)

• Physical therapy (if applicable)

Write down:

• Provider/facility name

• City and state

• Approximate dates treated

  
  

Step 4: Pharmacy and prescription information (for drug-related cases)

If your potential claim involves a medication, pharmacy records can be critical. Prepare:

• Pharmacy name(s) used

• City/state

• Approximate dates you filled prescriptions

• Prescribing doctor (if known)

• Whether you switched insurance during the timeline

Even if you switched pharmacies, a firm can often help request records—but knowing where you filled prescriptions is a major advantage.

Step 5: Exposure details (for chemical, household, or workplace products)

If the claim involves exposure over time, firms may ask about:

• Where exposure occurred (home, job site, military, etc.)

• How long exposure lasted

• Frequency and intensity (daily, seasonal, years)

• Protective equipment used (if any)

• Whether exposure happened near other substances or conditions

You don’t need to write a full story—just basic facts and a timeline.

Step 6: Proof of product use (if you have it)

This is not always required at intake, but it can strengthen your file. Examples:

• Receipts or order history

• Loyalty account purchase history

• Photos of product containers or labels

• Old emails (online orders)

• Employer documentation (worksite exposure)

• Personal notes or calendars

• Witness information (if relevant)

If you have nothing, don’t panic. Many cases proceed based on medical documentation and sworn statements—but any supporting proof can help.

Step 7: Your damages (what the injury has cost you)

Mass tort claims are not only about diagnosis—they’re also about how the injury impacted your life. Be ready to describe:

• Out-of-pocket medical costs (rough estimate is fine)

• Time missed from work

• Ongoing limitations (daily life, mobility, fatigue, pain)

• Major life disruptions (surgeries, long-term treatment, disability)

You don’t need exact numbers on day one. A general picture helps your intake team evaluate eligibility.

Step 8: Basic personal and legal info

A firm will likely ask:

• Full legal name and date of birth

• Current address and best contact info

• Whether you’ve filed a similar claim before

• Whether you already have an attorney for this matter

• Whether bankruptcy or other legal events apply (if relevant)

This is standard for intake and does not mean you’ve “officially filed” anything yet.

Common intake mistakes that delay reviews

Here are a few issues that frequently slow down case evaluations:

• Missing provider lists (records can’t be requested)

• Unclear timelines (dates don’t line up)

• Switching pharmacies without noting where

• Incomplete contact info

• Not reporting major changes in diagnosis or treatment

The more accurate your timeline is, the smoother the process becomes.

You don’t have to do this alone

This checklist is meant to help—but you don’t need to have everything ready to get started.

If you believe you may qualify for a mass tort case, We Win Suits can help you determine the next steps and guide you through what’s needed. Contact We Win Suits for a free case review.