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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, jurisdiction-aware client intake forms for new personal injury consultations. It covers every critical area from client identification and incident details to insurance mapping, treatment history, and authorization forms — all structured to support conflict checking, case evaluation, and engagement setup.

Creating thorough personal injury intake forms manually is time-consuming and error-prone. Attorneys and paralegals often spend significant time building questionnaires from scratch, risking missed fields that could impact case evaluation, conflict checking, or statute-of-limitations compliance. Inconsistent intake processes across a firm can lead to incomplete client records and delayed case progression.

CaseMark automates the creation of structured, jurisdiction-aware personal injury intake forms in minutes. By analyzing any existing client documents, the AI pre-populates fields, calculates critical deadlines, and generates follow-up questions for missing information — ensuring every new PI client is onboarded with a complete, consistent, and actionable intake record.

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 built-in conflict checking fields

  • Structured incident details covering all major PI case types

  • Injury and treatment history tracking with provider and billing details

  • Insurance coverage mapping for first-party and third-party claims

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

Required documents

  • Existing Client Documents

    Any available documents such as accident reports, police reports, medical records, insurance correspondence, or photos related to the incident

    .pdf, .docx, .jpg, .png

Supporting documents

  • Prior Intake Notes

    Any preliminary notes from phone screenings or initial client contact

    .pdf, .docx, .txt

  • Firm Engagement Templates

    Your firm's standard fee agreement or engagement letter templates to incorporate into the authorization section

    .pdf, .docx

Why teams use it

Eliminate hours of manual form creation with AI-generated intake forms that are comprehensive and jurisdiction-specific

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

Improve case evaluation accuracy with structured data collection covering all relevant PI intake categories

Streamline client onboarding by pre-populating fields from uploaded documents and identifying information gaps

Questions

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

CaseMark's PI intake form supports 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 add, remove, or reorder sections before exporting.

Does the form support conflict checking?

Absolutely. CaseMark's intake form includes dedicated fields for full legal names, former names, aliases, and adverse party identification — all structured specifically to support your firm's conflict checking procedures during the onboarding process.

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

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

Is client data handled securely?

CaseMark is built with enterprise-grade security and privacy protections. All uploaded documents and generated forms are processed securely, and CaseMark does not use your data to train AI models. The intake form itself includes privacy notices and consent fields for sensitive information like SSN.

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