Personal injury

Fast, structured intake for PI claims — capture the incident, evidence and funding from day one.

HomeSolutionsPersonal injury
Built for personal injury teams

Compliant client intake for personal injury

In personal injury, a fast and complete intake wins cases. Legal Case Manager captures incident details, medical and evidential documents and funding information up front, so claims move quickly and nothing is missed.

Need-to-know RBAC & ethical walls
AML, KYC & conflict checks by design
Configurable case types per practice area
The challenges

What slows down personal injury intake

Time-critical intake

Early evidence matters. A guided flow captures the incident and documents immediately.

Evidence gathering

Medical reports and proofs arrive over time. A checklist tracks what is outstanding.

Funding & CFAs

Clients need clarity on funding. Onboarding records the funding arrangement against the matter.

How Legal Case Manager helps

Everything your personal injury team needs

Incident capture

Structured questions record the circumstances, injuries and parties involved.

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Evidence checklist

Track medical reports, photographs and other evidence with reminders for what’s missing.

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Funding on file

Capture and store the funding or CFA details as part of onboarding.

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Questions

Personal injury FAQ

Can we capture incident details at intake?

Yes — a personal injury case type asks structured questions about the incident, injuries and parties, and stores the answers against the matter.

Does it track outstanding evidence?

Yes. A per-matter checklist shows which medical reports and documents are still needed, with automatic reminders.

See it on a real personal injury matter — book a free 20-minute demo.

Book a demo

Get a guided demo — see your firm's onboarding, set up free.

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