Injury Case Assessment & Consultation Prep Workbench

1. Incident & Evidentiary Factors

Confidential Legal Intake Organizer

Incident Type

Incident Date

Liability & Fault Circumstances

Medical Treatment & Course of Care

Economic Damages (Bills / Lost Wages)

Insurance Coverage & Claims Status

2. Document Inventory & Screening Checklist

Liability & Police Documentation 2/2 Verified

Official Police Report detailing driver citations or fault findings Third-party independent eyewitness contact & recorded statements Contemporaneous scene, vehicle damage, or road condition photographs

Medical Care & Causation Records 1/3 Verified

Immediate emergency department or urgent care discharge notes Consistent follow-up therapy, diagnostic imaging (MRI/CT), & notes Treating physician permanent impairment or final prognosis letter

Wage Loss & Economic Proof 1/2 Verified

Itemized medical billing statements and health insurance subrogation log Official wage loss verification letter completed by employer HR/payroll

Consultation Preparation Packet

Live Dynamic Evaluation

82%

Readiness Score

Evidentiary Strength: Strong threshold documentation. Case presents clear initial liability and immediate medical treatment establishing causal link.

Documented Strengths

Key Documentation Gaps to Resolve

Tailored Consultation Questions for Legal Counsel (6)

Based on the police citation and witness statement, do you foresee any comparative fault defenses raised by the carrier?
What additional diagnostic proof or expert medical opinions will be required to establish long-term impairment?
Are the existing itemized medical bills sufficient for initial policy-limits demand drafting, or should we await final therapy records?
How will health insurance liens or statutory hospital subrogation claims be handled from any gross settlement?
What documentation format does your firm require from my employer to substantiate lost overtime and benefits?
What is the applicable statute of limitations timeline, and what is your firm's typical litigation cadence?