Evidence Checklist

Use this checklist to gather everything you need before submitting a complaint to a law firm, the Legal Ombudsman, or a regulator. Your progress is saved automatically on this device.

Saved locally: this tool stores your selections in your browser (local storage). No server account is used.

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1. Key documents

Engagement letter / client care letter Terms of business Written cost estimate or quote Updates and advice notes Final bill or invoice(s) Emails where you gave instructions

2. Communications

All emails sent to and from the firm Notes of phone calls Notes of meetings Evidence of chasing (dates and messages) Evidence of non-response or long silences

3. Timeline evidence

Complete timeline of events Evidence of delays or missed deadlines Contradictory statements from the firm Changes of advice without explanation

4. Service concerns

Errors in documents or forms Missed or nearly-missed deadlines Poor or unclear advice Work done by junior staff without supervision Possible conflicts of interest

5. Costs issues

All bills and breakdowns Evidence costs exceeded estimate Receipts / evidence of disbursements Emails where you queried costs

6. Complaints process

Copy of your complaint letter to the firm Firm’s final response letter Follow-up emails after their response Notes of Ombudsman deadlines

7. Add your own items

8. Generate summary

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