Personal Injury Intake Qualification Checklist
A free intake qualification checklist for personal injury firms that want faster call screening, cleaner case notes, and stronger follow-up on viable inquiries.
checklist resource
Checklist
PI firm owners, intake teams, case managers, and legal admins
thequietprotocol.com
Personal injury firms live and die by intake quality. This checklist helps firms capture the right first-call facts so strong cases move faster and weaker fits are identified earlier.
Personal Injury Intake Qualification Checklist
A free intake qualification checklist for personal injury firms that want faster call screening, cleaner case notes, and stronger follow-up on viable inquiries.
What This Asset Covers
- A first-call checklist for incident type, injury status, treatment, insurance, and timeline
- Prompts for conflict-screening and urgency handling
- A note structure for lawyer review and next-step follow-up
Use this when
- Intake quality varies by who answers the phone
- Good cases get slowed down by messy initial notes
- The firm wants more structure before attorney review
Working Asset
Personal Injury Intake Qualification Checklist
Confirm first
- caller and injured party
- incident date
- incident type
- medical treatment started or not
- representation status
Qualify
- injury severity
- fault context
- insurance involved
- police report or incident record
- witnesses or evidence available
Route
- urgent attorney review
- follow-up needed
- not a fit
Reminder
This checklist is for intake operations, not legal advice.
Use the PDF for internal circulation, keep the source file if your team wants the editable working version, and use the live guide when you want the TQP framing around the asset.