Personal Injury Case Management Checklist Template
Streamline your personal injury case handling! This checklist template ensures every critical step - from initial assessment to resolution - is meticulously tracked and managed. Reduce errors, improve client satisfaction, and maximize efficiency with our comprehensive Personal Injury Case Management Checklist. Download now and take control of your cases!
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Initial Client Intake
Tasks related to the first interaction with the client and gathering initial information.
Client Name
Contact Information (Phone, Email)
Address
Date of Incident
Brief Description of Incident
Type of Injury
Police Report (if applicable)
Investigation & Evidence Gathering
Steps for investigating the incident and collecting relevant evidence.
Date of Incident
Incident Location
Police Report (if applicable)
Witness Statements (Summary)
Potential Evidence Types
Photos of Scene/Damage
Speed Limit (if relevant)
Medical Records & Treatment
Management of medical records, treatment plans, and related documentation.
First Treatment Date
Initial Diagnosis & Treatment Plan Summary
Emergency Room Records
Number of Physical Therapy Sessions
Last Treatment Date
Treatment Provider Type
Summary of Medical Opinion (If Available)
Lost Wages & Expenses
Documentation and calculation of lost wages and other related expenses.
Hourly Wage
Hours Missed per Day
Days Missed
Date of First Missed Work
Date of Last Missed Work (If Applicable)
Total Lost Wages (Calculated)
Description of Expenses (e.g., Medication, Transportation)
Total Expenses
Supporting Documentation (Pay Stubs, Expense Receipts)
Liability Assessment
Evaluating liability and potential defenses.
Summary of Incident Description
Primary Party Responsible?
Estimated Liability Range (USD)
Potential Defenses Identified
Contributory Negligence Factors?
Date of Liability Determination
Demand & Negotiation
Preparing and sending demand letters, and negotiating with opposing counsel.
Total Damages Claimed
Demand Letter Narrative
Demand Delivery Method
Demand Letter Sent Date
Opposing Counsel Response Received
Response Received Date
Counteroffer Amount (If Applicable)
Negotiation Status
Litigation Preparation (If Applicable)
Steps for preparing for litigation, including discovery, depositions, and pre-trial motions.
Discovery Deadline
Deposition Scheduling Deadline
Expert Witness Selection Status
Deposition Transcripts
Notes from Deposition Preparation
Number of Depositions Scheduled
Trial Date (if known)
Settlement & Release
Finalizing settlement agreements and releases.
Settlement Amount
Summary of Settlement Terms
Release Type
Release Execution Date
Client Signature
Opposing Party/Representative Signature
Case Number for Reference
Case Closure
Tasks related to closing the case file and ensuring all final paperwork is completed.
Case Closure Date
Summary of Case Outcome
Attorney Signature
Client Signature (if applicable)
Final Settlement Amount (if applicable)
Distribution of Funds (if applicable)
Case File Location (Physical)
Communication & Updates
Ensuring consistent and timely communication with the client throughout the case.
Last Client Communication Date
Communication Method
Summary of Communication
Client Understanding of Updates?
Next Scheduled Communication Date
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