Developing personalized and targeted personal injury intake forms is key in capturing quality leads and securing all essential details to build a case. For clients, a personalized intake form creates a clear path to share their stories without requiring multiple conversations. For personal injury firms, well-constructed intake forms allow the capture of critical information quickly and efficiently. Firms also have the ability to evaluate the case early on with all necessary details—ensuring nothing important is missed.
Read on as we discuss personal injury intake forms, their importance, and why CASEpeer is the ultimate solution for personal injury intake management.
Free Download: Sample Personal Injury Intake Form
When you’re juggling clients, cases, and a mountain of paperwork, the last thing you want is a messy intake process. That’s where our personal injury intake form comes in handy.
Key features of our sample form:
- Simple yet thorough sections covering client info, accident details, and medical history.
- Easy file uploads for accident photos and medical records (to reduce email chains)
- A no-nonsense consent section so everything’s buttoned up from the start
Download our free personal injury client intake form and kick your intake process into high gear!
Why Use a Standardized Personal Injury Intake Form?
A standardized intake form ensures your law firm gathers consistent, accurate details from every client. By asking the right questions, you can eliminate gaps and inconsistencies.
Additionally, standardized intake forms can save time and ensure a client's case is presented accurately from the start. Having all the necessary details in a single form will also allow your firm to quickly decide if the case is worth pursuing.
Information to include on a Personal Injury Intake Form
A well-crafted intake form saves time, improves accuracy, and sets the foundation for a successful case. Here’s how to create an intake form that provides a simple and efficient way to gather the most necessary information.
Basic Information
Most personal injury firms know they should collect this key information:
- Client name
- Estimated date of loss
- Client contact phone number and/or email
In addition to these critical items, there are other questions you should ask during your early communications with a client, such as accident/injury details, witness details, insurance information, and medical records.
Accident Description
Get your client’s account of what happened early, to help ensure the most accurate (and recorded) account of the accident. For example, on the day of the accident, they may describe a car slamming into theirs at 45 mph, whereas a week later, they may describe being hit by a car going 30 mph.
Additionally, getting this information on a personalized intake form also helps in gathering small yet meaningful pieces of information. For instance, if the injury was from a car accident, where did the client prospect feel the pressure of the seatbelt, what exactly did the defendant say to them, and did they feel more than one impact?
Injury Details
Every injury should be recorded so your client can receive the compensation they deserve once the case is closed. In your intake forms, add questions and/or even a human diagram of the pain a client prospect feels post-accident.
Witness Details
Witnesses can make or break a case. Always ask for their names and contact info in the intake form. If someone else saw what happened, you’ll want to know about it right from the start.
Insurance Information
In your intake form, ask for the client prospect and the liable party’s insurance details. This helps assess where the money might come from—whether it's from your client’s policy or the opposing party’s.
Legal History Check
Include a question asking if your client has been involved in previous lawsuits or claims. It’s good to know this information before getting blindsided later on.
Make It Easy to Share Files
Give clients the option to upload relevant documents—photos of the accident, medical records, insurance paperwork, and anything that supports their case. This keeps everything organized and saves you the headache of chasing it down later.
Signature and Consent
Before wrapping up, make sure the prospect signs off. This section is important not just for legal compliance, but also to formalize the client prospect’s consent to proceed with their case.
Tips for Crafting Intake Forms
Keep it Simple
Avoid jargon on intake forms. Keep your questions straightforward and avoid legalese. The easier the form is to fill out, the more likely it will be completed promptly.
Ensure Mobile Accessibility
With most clients using smartphones, your form needs to work flawlessly on mobile devices. This means more than just making sure it's viewable on a smaller screen. Ensure the layout is clean and responsive, adapting seamlessly to different screen sizes. Pay close attention to font sizes, button sizes, and input fields to guarantee they are easily readable and interactive on a touchscreen.
Organize for Flow
The form should follow a natural progression. Start with personal details, then move into accident specifics, and wrap up with legal history and document uploads. This keeps all elements of the intake form logical for the client.
Consider Multilingual Options
Offering the form in different languages can widen your reach and improve accessibility. It’s a small step that can pay big dividends in terms of client satisfaction.
Streamline Personal Injury Intakes with CASEpeer
A well-constructed personal injury intake form helps ensure that your firm gets all the information right from the start. Tools like CASEpeer can take this to the next level by organizing and managing all this data efficiently.
With CASEpeer, you can:
- Create secure personal injury intake forms and manage them online.
- Provide easy new client onboarding with eSignatures.
- Easily and securely communicate with clients via a client portal.
- Keep client info stored safely and in one place, making personal injury case management smoother than ever.
Request a demo now and see how CASEpeer can supercharge your intake process!