Keep yourself organized with this Personal Injury Case Checklist
We use this checklist in our Personal Injury Paralegal Boot Camp as a starting point for getting your personal injury cases organized. Many of the forms and templates that are part of this checklist are also downloadable forms and templates in the course.
Use this as a “master table of contents” so that all of your important documents and forms are in one place (preferably on the computer!).
Before you start writing all of this down on paper – see below for the Microsoft Word version to download.
| 1 | Intake Form completed |
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| 2 | Personal Injury Questionnaire completed |
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| 3 | Contingency Fee Agreement signed |
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| 4 | HIPAA Authorization AND Wage/Salary forms signed (extra originals) |
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| 5 | Order Accident report |
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| 6 | Calendar the Statute of Limitations (with advance reminders) |
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| 7 | Medical Records ordered (separate list of providers) |
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| 8 | Open up a paper file |
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| 9 | Open up computer file in the case management system |
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| 10 |
Obtain Witness Information ᴑ See separate Witness Checklist |
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| 11 |
Photographs ᴑ Client’s vehicle ᴑ Other vehicle(s) involved ᴑ Client injuries ᴑ Other property damage, if applicable |
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| 12 |
Property damage estimates ᴑ Client’s vehicle ᴑ Other vehicle(s) |
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| 13 |
Spoliation letters ᴑ To adjuster and defendant re: photographs and damage estimates ᴑ To adjuster, defendant and towing co re: vehicle |
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| 14 |
Insurance information requests ᴑ Liability insurance of defendant(s) ᴑ UM (Client’s and all passengers in client’s vehicle) ᴑ UM (All vehicles owned by client) ᴑ Health insurance |
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Liens and Subrogation, if applicable ᴑ Medicare ᴑ Medicaid ᴑ Tricare ᴑ Federal Employee Benefits Act |
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| 16 | Open Records Requests |
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| 17 | Certified copy of guilty plea or bond forfeiture |
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| 18 | Medical Status Updates calendared – see template for MSUs |
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| 19 |
Review and sign off on Medical Records Notebook ᴑ See separate List for requirements |
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| 20 | Medical Narrative prepared, if applicable |
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| 21 |
Physician/Attorney meeting or telephone conference when at MMI ᴑ Medical records scanned and burned to CD for physician; or ᴑ Copy of medical records to physician ᴑ Doctor’s Meeting Checklist complete |
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| 22 |
Demand drafted for attorney review ᴑ See separate “Demand Checklist” |
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Personal Injury Paralegal Resources
