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Pi Intake Form

Draft PI Client Intake Forms in Minutes, Not Hours

8 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Workflow

Pi Intake Form

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Workflow

Pi Intake Form

Overview

CaseMark's Personal Injury Intake Form skill automatically drafts comprehensive, structured intake questionnaires for new PI client onboarding. It covers everything from client identification and incident details to injury history, insurance information, and authorization forms—all tailored to the relevant jurisdiction with automatic statute-of-limitations calculations.

Personal injury client intake is one of the most time-consuming and error-prone steps in case onboarding. Attorneys and paralegals spend hours manually assembling intake questionnaires, cross-referencing jurisdiction-specific requirements, and chasing down missing information—all while racing against statute-of-limitations deadlines that vary by state and incident type.

CaseMark automates the entire PI intake process by generating comprehensive, jurisdiction-aware intake forms from any existing client documents. The AI pre-populates known fields, calculates critical deadlines, and identifies gaps requiring follow-up—transforming a multi-hour administrative task into a streamlined, minutes-long workflow.

How it works

  1. 1. Upload any existing client documents such as accident reports, medical records, or correspondence

  2. 2. AI analyzes documents and pre-populates intake fields with extracted information

  3. 3. Review the structured intake form, customize sections, and verify jurisdiction-specific deadlines

  4. 4. Export the completed intake form in your preferred format (DOCX, PDF)

What you get

  • Statute-of-Limitations Deadline Flag

  • Client Identification Section

  • Contact & Communication Preferences

  • Incident Details & Narrative

  • Injury & Treatment History

  • Insurance Information

  • Prior Legal History

  • Authorizations & Consent Forms

  • Follow-Up Questions & Missing Information Checklist

What it handles

  • Auto-calculates statute-of-limitations deadlines based on jurisdiction and incident type

  • Comprehensive client identification with conflict-checking fields

  • Structured incident details covering all major PI case types

  • Injury and treatment history tracking with provider details

  • Insurance information capture for all relevant policies

  • Built-in authorization and consent sections for medical records and representation

Required documents

  • Existing Client Documents

    Any available accident reports, police reports, medical records, photos, or prior correspondence related to the prospective client's case

    .pdf, .docx, .jpg, .png

Supporting documents

  • Insurance Policy Documents

    Client's auto, health, or other insurance policy documents for pre-populating coverage information

    .pdf, .docx

  • Firm Engagement Templates

    Your firm's standard fee agreement, retainer, or engagement letter templates to incorporate into the intake form

    .pdf, .docx

Why teams use it

Eliminate hours of manual form creation with AI-generated intake questionnaires that cover every critical PI onboarding element

Never miss a statute-of-limitations deadline with automatic jurisdiction-based deadline calculations flagged prominently on every form

Streamline conflict checking with structured capture of names, aliases, and associated parties across all intake submissions

Reduce client follow-ups by pre-populating fields from uploaded documents and generating targeted questions for missing information

Questions

What types of personal injury cases does this intake form support?

CaseMark's PI intake form covers all major personal injury case types including motor vehicle accidents, slip and fall, premises liability, product liability, medical malpractice, dog bites, and workplace injuries. The form dynamically adjusts fields and follow-up questions based on the incident type you select.

Does the form automatically calculate statute-of-limitations deadlines?

Yes. CaseMark calculates and prominently flags the statute-of-limitations deadline at the top of the intake form based on the jurisdiction and incident type. This ensures your team never misses a critical filing deadline during the onboarding process.

Can I pre-populate the intake form with documents I already have?

Absolutely. Upload any existing accident reports, medical records, photos, or correspondence, and CaseMark will extract relevant information to pre-populate intake fields. The AI also generates targeted follow-up questions for any missing information.

How does this help with conflict checking?

The intake form captures full legal names, former names, aliases, and associated parties specifically to support your firm's conflict-checking process. CaseMark structures this data so it can be easily cross-referenced against your existing client and matter databases.

Is sensitive client information like SSN handled securely?

CaseMark follows best practices for handling sensitive data. The intake form captures only the last four digits of the SSN and includes built-in privacy notices and consent disclosures. All data is processed with enterprise-grade security and encryption.

Can I customize the intake form for my firm's specific needs?

Yes. After CaseMark generates the intake form, you can review and customize every section, add your firm's branding, fee structure details, and specific engagement terms. The form is fully editable before export.

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