Personal injury intake that keeps the case moving while they heal
A ready-made case intake workflow for PI firms. Injured clients sign, upload and send updates from their phone. Your team builds the demand.
- Steps
- 12 steps
- Typical length
- Several months, through treatment
- Who’s involved
- Client, Intake specialist, Attorney, Case manager
- Works with
Calendly
Google Calendar
Zoom
DocuSign
Google Drive
Dropbox
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Intake
3 steps - 2
Sign the case
2 steps - 3
Collect evidence
3 steps - 4
During treatment
2 steps - 5
Demand
2 steps
The demand can't go out without the last bill
Your client is hurt and seeing doctors. Getting their photos, bills and treatment dates shouldn't mean weeks of phone tag.
Questions that fit the accident
Car crashes, falls and dog bites each get their own questions, and nothing else.
One checklist for the evidence
Photos, police report, insurance cards and bills go on one list, with reminders.
Treatment updates without a call
Clients log new visits and bills in the portal while your team builds the demand.
- Complete the incident questionnaire
- Book the case evaluation
- Sign the contingency fee agreement
- Sign the medical records authorization
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the path every new PI case follows, from the incident questionnaire to the demand package, run the same way for each client. In Hubflo, the client's steps sit in their portal and your team's steps show up as tasks.
