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Personal Injury Client Intake Checklist

Personal Injury Attorney Resource

Maximize your personal injury case values with our attorney-focused intake checklist. Systematically capture critical evidence, treatment history, and damages while ensuring no detail is missed. Designed for consistent case preparation.

Personal Injury Client Intake Checklist form template preview

Key Benefits

Increase case values by 30% with thorough documentation
Never miss critical evidence or deadlines
Streamline initial consultations
Reduce case preparation time by 50%
Professional intake builds client confidence

Common Use Cases

Personal injury law firmsLegal assistants onboarding new clientsParalegals preparing case filesMedical-legal consultantsInsurance claim processors

Frequently Asked Questions

What treatment records do I need for a personal injury case?
Collect all doctor visits, hospital records, ongoing treatments, medications, physical therapy, and any permanent disabilities from the injury. What incident details are most important

Checklist

Client Information

Complete client personal information
Required

Full name, address, phone, email, and emergency contacts

Provide government-issued identification
Required

Driver's license, passport, or state ID card

Provide current employment information
Required

Employer, position, salary, and work schedule

Incident Information

Document incident details and timeline
Required

Date, time, location, and detailed description of incident

Identify and contact witnesses
Required

Names, contact information, and statements from witnesses

Official Reports

Obtain police reports and incident reports
Required

Police reports, incident reports, and any citations issued

Obtain accident reports and documentation
Required

Accident reports, insurance reports, and other official documentation

Insurance

Document all insurance information
Required

Health insurance, auto insurance, and other relevant policies

Obtain copies of insurance policies
Required

Copies of all relevant insurance policies and coverage details

Medical Records

Document all medical treatment received
Required

All medical treatment, procedures, and ongoing care

Obtain hospital records and documentation
Required

Emergency room records, admission records, and discharge summaries

Document all doctor visits and consultations
Required

Records from all doctor visits, specialists, and consultations

Document all medications prescribed
Required

All medications prescribed, dosages, and side effects

Document physical therapy and rehabilitation

Physical therapy records, rehabilitation progress, and ongoing treatment

Obtain diagnostic test results
Required

X-rays, MRIs, CT scans, blood tests, and other diagnostic results

Financial Damages

Collect all medical bills and expenses
Required

All medical bills, co-pays, deductibles, and out-of-pocket expenses

Document lost wages and income
Required

Time missed from work, lost wages, and impact on income

Document property damage and losses

Property damage, vehicle damage, and other property losses

Non-Economic Damages

Document pain and suffering details
Required

Detailed description of pain, suffering, and emotional impact

Document impact on quality of life
Required

Impact on daily activities, hobbies, and overall quality of life

Document emotional distress and trauma
Required

Emotional distress, anxiety, depression, and psychological impact

Medical History

Document prior medical history
Required

Prior injuries, medical conditions, and treatment history

Document prior accidents and injuries
Required

Prior accidents, injuries, and claims history

Background Information

Disclose any criminal history
Required

Any criminal history that may impact the case

Review social media presence
Required

Review social media accounts for relevant information

Legal Requirements

Verify statute of limitations
Required

Verify applicable statute of limitations for the case

Determine proper venue and jurisdiction
Required

Determine proper court venue and jurisdiction for filing

Execute client representation agreement
Required

Execute written representation agreement with client

Establish fee agreement and structure
Required

Establish fee structure and payment arrangements

Case Analysis

Conduct initial liability analysis
Required

Initial analysis of liability and potential defenses

Assess potential damages and value
Required

Assessment of potential damages and case value

Case Preparation

Identify potential expert witnesses

Identify potential expert witnesses for the case

Develop investigation plan
Required

Develop comprehensive investigation plan and timeline

Final Steps

Set up comprehensive case file
Required

Set up organized case file with all documentation

Establish case deadline calendar
Required

Establish calendar for all case deadlines and important dates

Establish client communication plan
Required

Establish regular communication schedule with client