Personal Injury Case Intake / Consultation Notes

Case Intake Evaluator

Assess case viability, calculate SOL deadlines, identify red flags, and generate immediate action items.

What This Prompt Extracts

Case viability assessment
Statute of limitations deadline
Insurance coverage likely available
Immediate investigation needs
Red flags for case rejection

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.

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