PERSONAL INJURY CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CLIENT INTAKE ---
[ ] Client Name
[ ] Contact Information (Phone, Email)
[ ] Address
[ ] Date of Incident
[ ] Brief Description of Incident
[ ] Type of Injury (Whiplash, Broken Bone, Soft Tissue Injury, Head Trauma, Other)
[ ] Police Report (if applicable)

--- INVESTIGATION & EVIDENCE GATHERING ---
[ ] Date of Incident
[ ] Incident Location
[ ] Police Report (if applicable)
[ ] Witness Statements (Summary)
[ ] Potential Evidence Types (Photos, Videos, Documents, CCTV Footage)
[ ] Photos of Scene/Damage
[ ] Speed Limit (if relevant)

--- MEDICAL RECORDS & TREATMENT ---
[ ] First Treatment Date
[ ] Initial Diagnosis & Treatment Plan Summary
[ ] Emergency Room Records
[ ] Number of Physical Therapy Sessions
[ ] Last Treatment Date
[ ] Treatment Provider Type (Physician, Physical Therapist, Chiropractor)
[ ] Summary of Medical Opinion (If Available)

--- LOST WAGES & 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 ---
[ ] Summary of Incident Description
[ ] Primary Party Responsible? (Individual, Company, Government Entity, Unclear)
[ ] Estimated Liability Range (USD)
[ ] Potential Defenses Identified
[ ] Contributory Negligence Factors? (Client Action, Witness Testimony, Environmental Conditions, Lack of Warning, None)
[ ] Date of Liability Determination

--- DEMAND & NEGOTIATION ---
[ ] Total Damages Claimed
[ ] Demand Letter Narrative
[ ] Demand Delivery Method (Certified Mail, Email, Personal Delivery)
[ ] Demand Letter Sent Date
[ ] Opposing Counsel Response Received
[ ] Response Received Date
[ ] Counteroffer Amount (If Applicable)
[ ] Negotiation Status (Ongoing, Settled, Rejected)

--- LITIGATION PREPARATION (IF APPLICABLE) ---
[ ] Discovery Deadline
[ ] Deposition Scheduling Deadline
[ ] Expert Witness Selection Status (Not Selected, Under Review, Selected, Retained)
[ ] Deposition Transcripts
[ ] Notes from Deposition Preparation
[ ] Number of Depositions Scheduled
[ ] Trial Date (if known)

--- SETTLEMENT & RELEASE ---
[ ] Settlement Amount
[ ] Summary of Settlement Terms
[ ] Release Type (Full Release, Partial Release)
[ ] Release Execution Date
[ ] Client Signature
[ ] Opposing Party/Representative Signature
[ ] Case Number for Reference

--- CASE CLOSURE ---
[ ] Case Closure Date
[ ] Summary of Case Outcome
[ ] Attorney Signature
[ ] Client Signature (if applicable)
[ ] Final Settlement Amount (if applicable)
[ ] Distribution of Funds (if applicable) (Attorney Fees, Medical Bills, Other Expenses)
[ ] Case File Location (Physical)

--- COMMUNICATION & UPDATES ---
[ ] Last Client Communication Date
[ ] Communication Method (Phone Call, Email, Mail, In-Person Meeting)
[ ] Summary of Communication
[ ] Client Understanding of Updates? (Yes, Fully Understood, Mostly Understood, Partially Understood, Not Understood)
[ ] Next Scheduled Communication Date

--- END OF TEMPLATE ---
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