Personal Injury Client Intake Sheet - Editable PDF Fillable Form
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I built a Personal Injury Client Intake Sheet (Fillable PDF) designed specifically for attorneys and paralegals who want clean, complete, and consistent information from Day ONE.
This template walks your clients through every detail you need to evaluate a PI case quickly and accurately:
- Client demographics
- Incident summary (MVA, premises, dog bite, etc.)
- Witnesses + evidence
- Insurance + medical treatment
- Employment + damages
- Pain, ADLs, and impact statements
- Attorney notes section
It’s fully fillable, mobile‑friendly, and structured in the exact order PI attorneys prefer to review a case.
If you want to eliminate the back‑and‑forth, speed up case evaluation, and get the right information the very first time, this intake sheet will change your workflow.
Fully customizable- use your own logo and branding.
14 PAGES
-Built by a Paralegal - For a Paralegal.
“This template is an MSMedia proprietary design.”
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