Personal Injury Case Checklist

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  

2 Personal Injury Questionnaire completed  

3 Contingency Fee Agreement signed

4 HIPAA Authorization AND Wage/Salary forms signed (extra originals)

5 Order Accident report

6 Calendar the Statute of Limitations (with advance reminders)

7 Medical Records ordered (separate list of providers)  

8 Open up a paper file  

9 Open up computer file in the case management system  


Obtain Witness Information

ᴑ     See separate Witness Checklist  



ᴑ     Client’s vehicle

ᴑ     Other vehicle(s) involved

ᴑ     Client injuries

ᴑ     Other property damage, if applicable


Property damage estimates

ᴑ    Client’s vehicle

ᴑ    Other vehicle(s)


Spoliation letters

ᴑ     To adjuster and defendant re: photographs and damage estimates

ᴑ     To adjuster, defendant and towing co re: vehicle


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


Liens and Subrogation, if applicable

ᴑ     Medicare

ᴑ     Medicaid

ᴑ     Tricare

ᴑ     Federal Employee Benefits Act

16 Open Records Requests  

17 Certified copy of guilty plea or bond forfeiture

18 Medical Status Updates calendared – see template for MSUs  


Review and sign off on Medical Records Notebook

ᴑ     See separate List for requirements

20 Medical Narrative prepared, if applicable


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  


Demand drafted for attorney review

ᴑ     See separate “Demand Checklist”  

Get the Microsoft Word version of this Personal Injury Case Checklist so that you can easily edit and customize it to your needs.

Here’s a list of Personal Injury Paralegal Skills if you’re thinking about transitioning to personal injury law.

Meet the Author

Ann Pearson is the Founder of the Paralegal Boot Camp, and host of the Paralegals on Fire! Podcast Show, and passionate about promoting the paralegal profession.

Ann spent 20 years working as a paralegal manager and a litigation paralegal before opening the Paralegal Boot Camp in 2010. 

Ann’s training programs focus on adding immediate value to a paralegal’s career and bridging the gap between what a paralegal learns in school and what they actually do on the job.

Visit the About Us Page to learn more about why Ann started the Paralegal Boot Camp.

Connect with Ann on LinkedIn

Featured Courses:


Personal Injury

As a personal injury paralegal, you have an important role in the pre-litigation phase of your claim files. 

But where do you start when you’re managing 80+ active files?  

The Personal Injury Paralegal Boot camp will give you all the tools to manage that heavy case load.


Are you still waiting for on-the-job training that takes you through the lifecycle of a litigation case and shows you what it is you can be doing?

This course and coaching program is what you’ve been looking for! 

This is the only program of its kind that provides you with all of the tools to master your litigation cases, from the complaint through the trial, and everything in between.

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