For PI attorneys and staff fielding first calls from prospective clients, where a fast, consistent read on case viability decides what gets a full consult and what doesn't.
Raw notes in
new client [CLIENT] called [DATE] rear-ended on [HIGHWAY] near [EXIT] on [ACCIDENT DATE] around 5:30pm other driver [DEFENDANT] was texting, ran the light ER same night — whiplash, herniated disc L4/L5, PT 3x/week since [CARRIER] adjuster already called twice, offered $[LOW OFFER] car totaled, missed 3 weeks work as a [OCCUPATION] no priors, clean driving record statute is 2 yrs in [STATE]
Structured output
Matter: Motor vehicle collision — rear-end, [ACCIDENT DATE], [STATE] Client: [CLIENT] | Defendant: [DEFENDANT] | Insurer: [CARRIER] Key facts: liability appears clear (rear-end, texting); herniated disc L4/L5, ongoing PT; vehicle totaled; 3 weeks lost wages Deadline: [STATE] statute of limitations — 2 years from [ACCIDENT DATE] Open questions: police report on file? prior claims history? full wage documentation available? Next step: decline the $[LOW OFFER] adjuster offer pending full treatment records; schedule consult
PI intake is a volume problem before it's anything else — every new call has to be screened for viability, and the standard the firm sets shapes both revenue and how underwater the team stays.
“If I loosen standards, we sign more files, but the cost is staff burnout, weaker execution, and a general feeling that the team is always underwater.”
Try it:
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