The Ultimate 50-Point Personal Injury Case Checklist
A comprehensive 50-point checklist that ensures no critical step is missed from initial client contact through case resolution. The system top PI firms use to maximize every case.
The difference between a good personal injury practice and a great one comes down to systems. Firms that consistently achieve maximum settlements don't rely on memory or experience alone—they follow proven, repeatable processes.
This 50-point checklist covers every critical phase of a personal injury case: initial client screening, evidence collection, medical record management, demand letter preparation, negotiation strategy, and settlement documentation. Each checkpoint includes specific action items, responsible party assignments, and deadline triggers.
Print it out, pin it to your wall, or integrate it into your case management system. This is the exact workflow framework that top-performing PI firms use to ensure nothing falls through the cracks.
What You'll Learn
- 50 critical checkpoints from intake to settlement
- Evidence collection protocols for every case type
- Medical records management and documentation standards
- Demand letter preparation framework
- Negotiation strategy milestones and triggers
- Settlement documentation and closing procedures
Table of Contents
- 1Phase 1: Initial Client Screening (Points 1-8)
- 2Phase 2: Case Investigation & Evidence (Points 9-18)
- 3Phase 3: Medical Documentation (Points 19-28)
- 4Phase 4: Demand & Negotiation (Points 29-38)
- 5Phase 5: Resolution & Closing (Points 39-50)
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