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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 consultations. It covers every critical area from client identification and incident details to injury history, insurance coverage, and authorization forms—while automatically flagging statute-of-limitations deadlines based on jurisdiction.

Creating thorough personal injury intake forms manually is tedious and error-prone. Attorneys and paralegals spend significant time building questionnaires from scratch or adapting generic templates, risking missed fields that could impact case evaluation, conflict checks, or statute-of-limitations tracking. Inconsistent intake processes lead to incomplete client records and costly follow-up.

CaseMark automates the creation of jurisdiction-aware, comprehensive PI intake forms that cover every critical area of client onboarding. By analyzing any existing documents you upload, the AI pre-populates fields, identifies information gaps, and generates targeted follow-up questions—giving your team a complete, professional intake form ready for the initial consultation.

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 details

  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 built-in conflict checking fields

  • Structured incident details covering all major PI case types

  • Injury and treatment history tracking with provider and timeline documentation

  • Insurance coverage mapping including first-party and third-party policies

  • Authorization and consent forms for medical records, employment records, and engagement

Required documents

  • Accident or Incident Reports

    Police reports, incident reports, or accident documentation related to the client's injury

    .pdf, .docx, .jpg, .png

Supporting documents

  • Medical Records

    Any existing medical records, treatment notes, or hospital discharge summaries

    .pdf, .docx

  • Insurance Documents

    Insurance policies, claim correspondence, or coverage declarations

    .pdf, .docx

  • Prior Correspondence

    Letters, emails, or communications from adverse parties, insurers, or other attorneys

    .pdf, .docx, .eml

  • Photographs

    Photos of the accident scene, injuries, property damage, or other relevant evidence

    .jpg, .png, .pdf

Why teams use it

Eliminate hours of manual form creation with AI-generated intake forms tailored to each case type and jurisdiction

Reduce missed deadlines with automatic statute-of-limitations calculation and prominent deadline flagging

Improve case evaluation accuracy with structured, comprehensive data collection that captures all relevant details from the first consultation

Streamline conflict checking with dedicated fields for names, aliases, adverse parties, and related entities

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.

How does the statute-of-limitations tracking work?

CaseMark automatically calculates and prominently flags the statute-of-limitations deadline based on the jurisdiction and incident type you provide. This ensures your team never misses a critical filing deadline during the intake and evaluation process.

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

Yes. CaseMark generates a fully editable intake form that you can customize with your firm's name, contact information, fee structure, and any additional fields your practice requires. You can also remove sections that aren't relevant to a particular case.

Does the form handle conflict checking?

CaseMark's intake form includes dedicated fields for former names, aliases, adverse parties, witnesses, and related entities specifically designed to support your firm's conflict checking process. These fields are structured to integrate seamlessly with standard conflict search workflows.

Will the form pre-populate if I upload existing documents?

Yes. When you upload existing accident reports, medical records, or correspondence, CaseMark's AI extracts relevant information and pre-populates applicable intake fields. It also generates targeted follow-up questions for any gaps in the available documentation.

Is client data handled securely?

CaseMark is built with enterprise-grade security and privacy protections. The intake form includes built-in privacy notices for sensitive fields like SSN, and the platform adheres to strict data handling standards appropriate for attorney-client information.

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