Personal injury intake checklist: what to capture before attorney review

A good intake call gives the attorney everything needed to decide in minutes. Here is the checklist we use to screen every lead, free to copy.

The intake call is where a case is won or lost before an attorney ever sees it. A rushed call misses the details that matter. A slow call loses the person to the next firm. The fix is a short, consistent checklist that every person on your team follows. This is the same set of details we screen for on every Lead Faucet lead. Use it, copy it, adapt it. ## Before the call: speed Call back within minutes. Someone hurt in a crash is often calling more than one firm. The first firm to have a real conversation has a large advantage. If you cannot answer live, use text to confirm you got their message and when you will call. ![A phone, a clock and a case file handed to an attorney](/insights/pi-intake-handoff.jpg "Fast first contact, clean hand off. The attorney should be able to decide from the …