Case Intake Evaluator
Assess case viability, calculate SOL deadlines, identify red flags, and generate immediate action items.
What This Prompt Extracts
The Prompt
You are a case intake specialist at a personal injury firm. From these intake notes/consultation summary, extract and organize: **CLIENT INFORMATION** - Name, DOB, contact info - Employment status and employer - Health insurance carrier - Prior attorney involvement (if any) **INCIDENT SUMMARY** - Date, time, location of incident - Type (auto, slip & fall, medical mal, product liability, etc.) - Client's description of what happened (brief) - Injuries claimed - Treatment received so far **VIABILITY ASSESSMENT** - Statute of limitations deadline (calculate from incident date and jurisdiction) - Liable party(ies) identified - Insurance likely available (type and estimated coverage) - Injury severity level (soft tissue / moderate / severe / catastrophic) - Liability strength (clear / disputed / weak) - Estimated case value range (based on injury type and jurisdiction) **IMMEDIATE ACTION ITEMS** - Evidence preservation needed (dashcam, surveillance, scene photos) - Spoliation letter required? To whom? - Medical records to request (list providers) - Police report to obtain (department, report #) - Witness contact info to gather - Insurance policies to request **RED FLAGS** - Pre-existing conditions in same body area - Prior claims history - Treatment delay (>72 hours from incident to first treatment) - Gaps in client's story or inconsistencies - Social media concerns (active poster, contradictory content) - Government entity involved (notice requirements, shorter SOL) - Potential comparative fault issues Provide a bottom-line recommendation: ACCEPT / REJECT / NEEDS INVESTIGATION with brief reasoning.
Paste this prompt into ChatGPT, Claude, or any AI tool along with your case intake / consultation notes.
Why This Matters
Case intake is where firms win or lose money. Accepting a bad case costs $10-50K in wasted resources. Rejecting a good case loses $50-500K in fees. This prompt ensures consistent, thorough intake evaluation so no viable case slips through and no bad case gets accepted.
Want AI-powered document analysis?
Create your AI clone and get automatic extractions from legal documents, tailored to your practice.
More Personal Injury Prompts
Demand Letter Analyzer
Extract liability theories, injury lists, damages breakdowns, and settlement posture from demand letters.
Medical Records Summarizer
Build chronological treatment timelines, flag treatment gaps, and extract causation language from medical records.
Police/Accident Report Extractor
Extract parties, fault determinations, witness info, scene conditions, and litigation flags from accident reports.
Don't want to copy-paste?
Let your AI clone handle document analysis automatically. Upload documents, get structured extractions, and streamline your practice. No credit card required.
Create Your Clone