Personal Injury Intake and Cases
Personal injury firms
Intakes, case stages, medical records requests and offers for a personal injury practice.
Use this templatePersonal Injury Intake and Cases
Your personal injury practice in one place. Start with Intakes to call today, track each signed Case through its stages, and keep Records requests and Offers moving. Operational tracking only; strategy and privileged notes stay in the case file.
Dashboard
Intake call routine
Case stages
Chasing records
Logging offers
At a glance
| Intake | Source | Incident type | Received | Status | Call by | Signed on |
|---|---|---|---|---|---|---|
| Auto collision - Marchetti | Oct 17, 2026 | New | Oct 18, 2026 | — | ||
| Slip and fall - Obuya | Oct 18, 2026 | New | Oct 18, 2026 | — | ||
| Workplace - Castellano | Oct 15, 2026 | Screening | Oct 15, 2026 | — | ||
| Auto collision - Hargrove | Oct 13, 2026 | Screening | Oct 16, 2026 | — | ||
| Product - Lindqvist | Oct 9, 2026 | Signed | Oct 11, 2026 | Oct 11, 2026 | ||
| Auto collision - Tamura | Oct 6, 2026 | Signed | Oct 8, 2026 | Oct 8, 2026 | ||
| Slip and fall - Abernathy | Oct 3, 2026 | Declined | Oct 5, 2026 | — | ||
| Auto collision - Nwachukwu | Oct 16, 2026 | New | Oct 16, 2026 | — |
| Intake | Source | Incident type | Received | Status | Call by | Signed on |
|---|---|---|---|---|---|---|
| Auto collision - Marchetti | Oct 17, 2026 | New | Oct 18, 2026 | — | ||
| Slip and fall - Obuya | Oct 18, 2026 | New | Oct 18, 2026 | — | ||
| Workplace - Castellano | Oct 15, 2026 | Screening | Oct 15, 2026 | — | ||
| Auto collision - Hargrove | Oct 13, 2026 | Screening | Oct 16, 2026 | — | ||
| Product - Lindqvist | Oct 9, 2026 | Signed | Oct 11, 2026 | Oct 11, 2026 | ||
| Auto collision - Tamura | Oct 6, 2026 | Signed | Oct 8, 2026 | Oct 8, 2026 | ||
| Slip and fall - Abernathy | Oct 3, 2026 | Declined | Oct 5, 2026 | — | ||
| Auto collision - Nwachukwu | Oct 16, 2026 | New | Oct 16, 2026 | — |
| Case | Client | Incident type | Stage | Attorney | Case manager | Opened |
|---|---|---|---|---|---|---|
| Tamura collision | Haruki Tamura | Treatment | Rosario Delgado-Frost | Nadia Petrov | Oct 9, 2026 | |
| Lindqvist product claim | Ingrid Lindqvist | Investigation | Ambrose Quillfeather | Nadia Petrov | Oct 10, 2026 | |
| Brennan collision | Caoimhe Brennan | Records and bills | Rosario Delgado-Frost | Nadia Petrov | May 31, 2026 | |
| Okafor workplace injury | Chidi Okafor | Demand | Ambrose Quillfeather | Nadia Petrov | Mar 22, 2026 | |
| Vasquez slip and fall | Elena Vasquez | Negotiation | Rosario Delgado-Frost | Nadia Petrov | Dec 22, 2025 | |
| Ashworth collision | Desmond Ashworth | Litigation | Rosario Delgado-Frost | Nadia Petrov | Jun 25, 2025 | |
| Pemberton collision | Rosalind Pemberton | Resolved | Ambrose Quillfeather | Nadia Petrov | Aug 24, 2025 | |
| Mbeki slip and fall | Tendai Mbeki | Treatment | Ambrose Quillfeather | Nadia Petrov | Aug 19, 2026 |
Intakes
| Intake | Source | Incident type | Received | Status | Call by | Signed on |
|---|---|---|---|---|---|---|
| Auto collision - Marchetti | Oct 17, 2026 | New | Oct 18, 2026 | — | ||
| Slip and fall - Obuya | Oct 18, 2026 | New | Oct 18, 2026 | — | ||
| Workplace - Castellano | Oct 15, 2026 | Screening | Oct 15, 2026 | — | ||
| Auto collision - Hargrove | Oct 13, 2026 | Screening | Oct 16, 2026 | — | ||
| Product - Lindqvist | Oct 9, 2026 | Signed | Oct 11, 2026 | Oct 11, 2026 | ||
| Auto collision - Tamura | Oct 6, 2026 | Signed | Oct 8, 2026 | Oct 8, 2026 | ||
| Slip and fall - Abernathy | Oct 3, 2026 | Declined | Oct 5, 2026 | — | ||
| Auto collision - Nwachukwu | Oct 16, 2026 | New | Oct 16, 2026 | — |
Cases
| Case | Client | Incident type | Stage | Attorney | Case manager | Opened |
|---|---|---|---|---|---|---|
| Tamura collision | Haruki Tamura | Treatment | Rosario Delgado-Frost | Nadia Petrov | Oct 9, 2026 | |
| Lindqvist product claim | Ingrid Lindqvist | Investigation | Ambrose Quillfeather | Nadia Petrov | Oct 10, 2026 | |
| Brennan collision | Caoimhe Brennan | Records and bills | Rosario Delgado-Frost | Nadia Petrov | May 31, 2026 | |
| Okafor workplace injury | Chidi Okafor | Demand | Ambrose Quillfeather | Nadia Petrov | Mar 22, 2026 | |
| Vasquez slip and fall | Elena Vasquez | Negotiation | Rosario Delgado-Frost | Nadia Petrov | Dec 22, 2025 | |
| Ashworth collision | Desmond Ashworth | Litigation | Rosario Delgado-Frost | Nadia Petrov | Jun 25, 2025 | |
| Pemberton collision | Rosalind Pemberton | Resolved | Ambrose Quillfeather | Nadia Petrov | Aug 24, 2025 | |
| Mbeki slip and fall | Tendai Mbeki | Treatment | Ambrose Quillfeather | Nadia Petrov | Aug 19, 2026 |
Records requests
| Records request | Case | Provider | Requested | Bills | Status | Follow up by |
|---|---|---|---|---|---|---|
| Emergency room records - Tamura | Tamura collision | Riverbend Regional Hospital | Oct 12, 2026 | $4,200 | Requested | Oct 14, 2026 |
| Orthopedic records - Tamura | Tamura collision | Calder Orthopedic Associates | Oct 13, 2026 | $1,850 | Requested | Oct 17, 2026 |
| Imaging records - Brennan | Brennan collision | Ironwood Imaging Center | Sep 18, 2026 | $1,100 | Received | Oct 2, 2026 |
| Physical therapy records - Brennan | Brennan collision | Cedarline Physical Therapy | Sep 23, 2026 | $2,300 | Chased | Oct 16, 2026 |
| Primary care records - Okafor | Okafor workplace injury | Lakeshore Family Medicine | Jun 20, 2026 | $640 | Received | Jul 10, 2026 |
| Surgery records - Okafor | Okafor workplace injury | Summit Surgical Group | Jun 10, 2026 | $9,800 | Received | Jun 30, 2026 |
| Emergency records - Mbeki | Mbeki slip and fall | Riverbend Regional Hospital | Sep 28, 2026 | $3,100 | Requested | Oct 21, 2026 |
| Chiropractic records - Vasquez | Vasquez slip and fall | Elmgate Chiropractic and Wellness | Feb 10, 2026 | $1,450 | Received | Mar 2, 2026 |
| Intake | Source | Incident type | Received | Status | Call by | Signed on |
|---|---|---|---|---|---|---|
| Auto collision - Marchetti | Oct 17, 2026 | New | Oct 18, 2026 | — | ||
| Slip and fall - Obuya | Oct 18, 2026 | New | Oct 18, 2026 | — | ||
| Workplace - Castellano | Oct 15, 2026 | Screening | Oct 15, 2026 | — | ||
| Auto collision - Hargrove | Oct 13, 2026 | Screening | Oct 16, 2026 | — | ||
| Product - Lindqvist | Oct 9, 2026 | Signed | Oct 11, 2026 | Oct 11, 2026 | ||
| Auto collision - Tamura | Oct 6, 2026 | Signed | Oct 8, 2026 | Oct 8, 2026 | ||
| Slip and fall - Abernathy | Oct 3, 2026 | Declined | Oct 5, 2026 | — | ||
| Auto collision - Nwachukwu | Oct 16, 2026 | New | Oct 16, 2026 | — |
| Intake | Source | Incident type | Received | Status | Call by | Signed on |
|---|---|---|---|---|---|---|
| Auto collision - Marchetti | Oct 17, 2026 | New | Oct 18, 2026 | — | ||
| Slip and fall - Obuya | Oct 18, 2026 | New | Oct 18, 2026 | — | ||
| Workplace - Castellano | Oct 15, 2026 | Screening | Oct 15, 2026 | — | ||
| Auto collision - Hargrove | Oct 13, 2026 | Screening | Oct 16, 2026 | — | ||
| Product - Lindqvist | Oct 9, 2026 | Signed | Oct 11, 2026 | Oct 11, 2026 | ||
| Auto collision - Tamura | Oct 6, 2026 | Signed | Oct 8, 2026 | Oct 8, 2026 | ||
| Slip and fall - Abernathy | Oct 3, 2026 | Declined | Oct 5, 2026 | — | ||
| Auto collision - Nwachukwu | Oct 16, 2026 | New | Oct 16, 2026 | — |
| Case | Client | Incident type | Stage | Attorney | Case manager | Opened |
|---|---|---|---|---|---|---|
| Tamura collision | Haruki Tamura | Treatment | Rosario Delgado-Frost | Nadia Petrov | Oct 9, 2026 | |
| Lindqvist product claim | Ingrid Lindqvist | Investigation | Ambrose Quillfeather | Nadia Petrov | Oct 10, 2026 | |
| Brennan collision | Caoimhe Brennan | Records and bills | Rosario Delgado-Frost | Nadia Petrov | May 31, 2026 | |
| Okafor workplace injury | Chidi Okafor | Demand | Ambrose Quillfeather | Nadia Petrov | Mar 22, 2026 | |
| Vasquez slip and fall | Elena Vasquez | Negotiation | Rosario Delgado-Frost | Nadia Petrov | Dec 22, 2025 | |
| Ashworth collision | Desmond Ashworth | Litigation | Rosario Delgado-Frost | Nadia Petrov | Jun 25, 2025 | |
| Pemberton collision | Rosalind Pemberton | Resolved | Ambrose Quillfeather | Nadia Petrov | Aug 24, 2025 | |
| Mbeki slip and fall | Tendai Mbeki | Treatment | Ambrose Quillfeather | Nadia Petrov | Aug 19, 2026 |
| Case | Client | Incident type | Stage | Attorney | Case manager | Opened |
|---|---|---|---|---|---|---|
| Tamura collision | Haruki Tamura | Treatment | Rosario Delgado-Frost | Nadia Petrov | Oct 9, 2026 | |
| Lindqvist product claim | Ingrid Lindqvist | Investigation | Ambrose Quillfeather | Nadia Petrov | Oct 10, 2026 | |
| Brennan collision | Caoimhe Brennan | Records and bills | Rosario Delgado-Frost | Nadia Petrov | May 31, 2026 | |
| Okafor workplace injury | Chidi Okafor | Demand | Ambrose Quillfeather | Nadia Petrov | Mar 22, 2026 | |
| Vasquez slip and fall | Elena Vasquez | Negotiation | Rosario Delgado-Frost | Nadia Petrov | Dec 22, 2025 | |
| Ashworth collision | Desmond Ashworth | Litigation | Rosario Delgado-Frost | Nadia Petrov | Jun 25, 2025 | |
| Pemberton collision | Rosalind Pemberton | Resolved | Ambrose Quillfeather | Nadia Petrov | Aug 24, 2025 | |
| Mbeki slip and fall | Tendai Mbeki | Treatment | Ambrose Quillfeather | Nadia Petrov | Aug 19, 2026 |
| Records request | Case | Provider | Requested | Bills | Status | Follow up by |
|---|---|---|---|---|---|---|
| Emergency room records - Tamura | Tamura collision | Riverbend Regional Hospital | Oct 12, 2026 | $4,200 | Requested | Oct 14, 2026 |
| Orthopedic records - Tamura | Tamura collision | Calder Orthopedic Associates | Oct 13, 2026 | $1,850 | Requested | Oct 17, 2026 |
| Imaging records - Brennan | Brennan collision | Ironwood Imaging Center | Sep 18, 2026 | $1,100 | Received | Oct 2, 2026 |
| Physical therapy records - Brennan | Brennan collision | Cedarline Physical Therapy | Sep 23, 2026 | $2,300 | Chased | Oct 16, 2026 |
| Primary care records - Okafor | Okafor workplace injury | Lakeshore Family Medicine | Jun 20, 2026 | $640 | Received | Jul 10, 2026 |
| Surgery records - Okafor | Okafor workplace injury | Summit Surgical Group | Jun 10, 2026 | $9,800 | Received | Jun 30, 2026 |
| Emergency records - Mbeki | Mbeki slip and fall | Riverbend Regional Hospital | Sep 28, 2026 | $3,100 | Requested | Oct 21, 2026 |
| Chiropractic records - Vasquez | Vasquez slip and fall | Elmgate Chiropractic and Wellness | Feb 10, 2026 | $1,450 | Received | Mar 2, 2026 |
| Offer | Case | Insurance carrier | Amount | Offered | Response |
|---|---|---|---|---|---|
| First offer - Vasquez | Vasquez slip and fall | Northgate Mutual | $18,000 | Jun 20, 2026 | |
| Second offer - Vasquez | Vasquez slip and fall | Northgate Mutual | $31,000 | Aug 4, 2026 | |
| Third offer - Vasquez | Vasquez slip and fall | Northgate Mutual | $42,500 | Sep 18, 2026 | |
| Offer - Ashworth | Ashworth collision | Cascade Casualty | $65,000 | Apr 1, 2026 | |
| Offer - Pemberton | Pemberton collision | Harbor Mutual | $54,000 | Dec 22, 2025 | |
| Opening offer - Okafor | Okafor workplace injury | Summit Surety | $22,000 | Oct 10, 2026 |
Records outstanding
| Records request | Case | Provider | Requested | Bills | Status | Follow up by |
|---|---|---|---|---|---|---|
| Emergency room records - Tamura | Tamura collision | Riverbend Regional Hospital | Oct 12, 2026 | $4,200 | Requested | Oct 14, 2026 |
| Orthopedic records - Tamura | Tamura collision | Calder Orthopedic Associates | Oct 13, 2026 | $1,850 | Requested | Oct 17, 2026 |
| Imaging records - Brennan | Brennan collision | Ironwood Imaging Center | Sep 18, 2026 | $1,100 | Received | Oct 2, 2026 |
| Physical therapy records - Brennan | Brennan collision | Cedarline Physical Therapy | Sep 23, 2026 | $2,300 | Chased | Oct 16, 2026 |
| Primary care records - Okafor | Okafor workplace injury | Lakeshore Family Medicine | Jun 20, 2026 | $640 | Received | Jul 10, 2026 |
| Surgery records - Okafor | Okafor workplace injury | Summit Surgical Group | Jun 10, 2026 | $9,800 | Received | Jun 30, 2026 |
| Emergency records - Mbeki | Mbeki slip and fall | Riverbend Regional Hospital | Sep 28, 2026 | $3,100 | Requested | Oct 21, 2026 |
| Chiropractic records - Vasquez | Vasquez slip and fall | Elmgate Chiropractic and Wellness | Feb 10, 2026 | $1,450 | Received | Mar 2, 2026 |
Cases ready for demand
| Case | Client | Incident type | Stage | Attorney | Case manager | Opened |
|---|---|---|---|---|---|---|
| Tamura collision | Haruki Tamura | Treatment | Rosario Delgado-Frost | Nadia Petrov | Oct 9, 2026 | |
| Lindqvist product claim | Ingrid Lindqvist | Investigation | Ambrose Quillfeather | Nadia Petrov | Oct 10, 2026 | |
| Brennan collision | Caoimhe Brennan | Records and bills | Rosario Delgado-Frost | Nadia Petrov | May 31, 2026 | |
| Okafor workplace injury | Chidi Okafor | Demand | Ambrose Quillfeather | Nadia Petrov | Mar 22, 2026 | |
| Vasquez slip and fall | Elena Vasquez | Negotiation | Rosario Delgado-Frost | Nadia Petrov | Dec 22, 2025 | |
| Ashworth collision | Desmond Ashworth | Litigation | Rosario Delgado-Frost | Nadia Petrov | Jun 25, 2025 | |
| Pemberton collision | Rosalind Pemberton | Resolved | Ambrose Quillfeather | Nadia Petrov | Aug 24, 2025 | |
| Mbeki slip and fall | Tendai Mbeki | Treatment | Ambrose Quillfeather | Nadia Petrov | Aug 19, 2026 |
Collect facts and be kind. The attorney decides whether the firm can help.
On the call
Thank the caller and let them tell the story first.
Capture the date of the incident, who was involved and who has treated them.
Flag any date-sensitive item for the attorney right away.
Run the conflict check.
After the call
Log the intake and set Call by to the next business day.
Attorney decision: send an engagement agreement or a decline letter.
Every signed case moves through the same stages.
Stages
Investigation: preservation letters, scene photos, carrier details.
Treatment: check in with the client every two weeks.
Records and bills: requests out to every provider.
Demand: package reviewed by the attorney and sent.
Negotiation: log every offer under Offers.
Litigation or Resolved.
Requesting
Press Request records on the case.
Attach the signed authorization.
Set a follow-up date one week out.
Following up
Past the follow-up date, call the provider and mark Chased.
Escalate to the attorney after the third attempt.
Enter bills as soon as records arrive.
Every offer
Log the amount, carrier and date
Tell the client the same day
Record the attorney's response
Review
Look at Highest offer on the case before each client update.
What's inside
5 tables · 21 views · 1 form · 8 row actions · 1 agent6 pages
- Personal Injury Intake and Cases
- Dashboard
- Intake call routine
- Case stages
- Chasing records
- Logging offers
4 tables
- Intakes7 views · 8 sample rows
- Cases6 views · 8 sample rows
- Records requests7 views · 9 sample rows
- Offers1 view · 6 sample rows
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