Personal Injury Intake Forms

Every PI case starts with facts: how the accident happened, what injuries were sustained, who the treating physicians are, and what insurance coverage exists. Missing any of these at intake means chasing the client later, and clients who stop responding kill cases.

Our personal injury intake form is a 3-page fillable PDF that captures everything a PI firm needs at first consultation. Designed by a licensed attorney who has handled tort matters from slip-and-fall to catastrophic injury.

What the Intake Form Covers

The intake is an internal office document your staff completes during or after the initial call. It is not a client-facing questionnaire. It covers case administration (file number, assigned attorney, referral source), client contact and insurance details, accident and injury facts (date, location, mechanism, severity), opposing party information, medical provider history, litigation status (statute of limitations, demand status, suit filed), and a narrative summary section for the attorney handling the file.

What the Client Questionnaire Covers

The companion questionnaire is what the client fills out. It captures the accident in their own words, current symptoms, treatment timeline, impact on daily activities, prior injuries, insurance information, and authorization to proceed. It includes a signature block with date.

Why PDF Instead of Software

PI firms that try to standardize intake through case management software often find that paralegals and receptionists skip fields because the software is too complex for a phone screen. A one-page-at-a-time PDF that can be filled in Adobe Reader, printed, or emailed works with every workflow: front desk, remote intake, referral from another firm, or hospital bedside.

Related Legal Intake Forms

If your firm handles multiple practice areas, we have intake forms for every one: Medical Malpractice, Workers Compensation, Product Liability, Construction Law, and Insurance Coverage & Defense. Or get all 38 legal forms at once with the Legal Bundle ($399).

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