Personal Injury Client Intake Form

Streamline Your Personal Injury Case Intake with Paperform

When someone reaches out after an accident or injury, they're often stressed, in pain, and overwhelmed by the legal process ahead. The last thing they need is a confusing intake process that adds to their frustration. A well-designed personal injury client intake form helps you gather all the critical information you need to evaluate a case—while making a professional first impression that builds trust from day one.

Why Personal Injury Law Firms Need Digital Intake Forms

Traditional paper intake forms or long email questionnaires create unnecessary friction for both your firm and your potential clients. Personal injury cases require detailed information—accident circumstances, injury descriptions, medical treatment timelines, insurance policies, witness contacts, and supporting documentation. Collecting all of this through phone calls, in-person meetings, or scattered emails is time-consuming and prone to gaps that slow down case evaluation.

With Paperform's personal injury client intake template, you can collect comprehensive case information in one organized submission. Potential clients can complete the form at their own pace, upload photos of accident scenes or medical records, and provide all the details your team needs to assess the case and determine next steps—without scheduling an initial consultation for basic information gathering.

What Makes This Template Perfect for Personal Injury Practices

This template is specifically designed for personal injury law firms and includes sections for:

• Client contact and demographic information for case file creation
• Accident details including date, location, type of incident, and how it occurred
• Injury description with affected body parts and severity assessment
• Medical treatment timeline capturing emergency care, ongoing treatment, and healthcare providers
• Insurance information for all parties involved, including policy details
• Witness contacts to support case investigation
• Opposing party information when known
• Case document uploads for police reports, medical records, photos, and correspondence
• Prior legal representation disclosure
• Case urgency assessment to prioritize time-sensitive matters

The form uses conditional logic to show relevant follow-up questions based on accident type, injury severity, and insurance coverage, ensuring you collect exactly what you need without overwhelming clients with irrelevant fields.

From Intake to Case Management: Automate Your Workflow

Paperform isn't just about collecting information—it's about what happens next. Once a potential client submits their intake form, you can use Stepper (stepper.io) to automatically route the submission into your existing workflow:

• Create a new matter in your case management system (Clio, MyCase, PracticePanther)
• Add the lead to your CRM with proper case tags and priority flags
• Send the intake information to the appropriate attorney based on case type or geography
• Trigger a follow-up email sequence to keep the client informed
• Generate an initial case evaluation checklist for your legal team
• Schedule a consultation appointment automatically
• Create tasks for paralegals to request additional documentation

This automation means your team can focus on legal strategy rather than administrative data entry, while potential clients receive prompt, professional responses that demonstrate your firm's competency and care.

Secure, Compliant Client Information Handling

Personal injury intake forms contain sensitive information—medical details, insurance policy numbers, accident descriptions, and personal contact information. Paperform is SOC 2 Type II compliant and offers enterprise-grade security features including SSL encryption, secure file uploads, and data residency controls, ensuring client information is protected from the moment they click submit.

While Paperform is not HIPAA compliant, it provides the security infrastructure that law firms need to handle client intake information professionally and safely. For firms that need to collect signed agreements or retainer contracts, Papersign (papersign.com) integrates seamlessly to turn intake submissions into legally binding eSignature workflows, allowing you to move from intake to engagement letter in minutes rather than days.

Designed to Convert Leads into Retained Clients

First impressions matter in legal services. A professional, easy-to-complete intake form signals that your firm is organized, tech-savvy, and client-focused. This template uses a clean, accessible design that works beautifully on mobile devices (where many accident victims first reach out) and guides clients through each section without legal jargon or confusion.

You can customize the form's branding to match your firm's website, add your logo, adjust colors to your brand palette, and even include supportive messaging that reassures clients they're in good hands. The form can be embedded directly on your website, shared via link in follow-up emails, or promoted through paid advertising campaigns as a dedicated landing page.

Perfect for These Personal Injury Specialties

This intake template adapts to various personal injury practice areas:

• Motor vehicle accidents (car, truck, motorcycle, pedestrian)
• Slip and fall / premises liability cases
• Medical malpractice claims
• Workplace injuries (non-workers' comp)
• Product liability matters
• Dog bite incidents
• Wrongful death cases
• Assault and battery claims

The flexible conditional logic allows you to show specialty-specific questions based on the accident type selected, ensuring you collect the unique details each case type requires.

Built by Lawyers, for Lawyers

This template reflects the real-world needs of personal injury practices—from solo practitioners to multi-attorney firms. It's designed to capture the information you need for case evaluation, conflicts checks, and client communication, while remaining accessible to clients who may have limited legal knowledge or be completing the form while recovering from injuries.

With over 500,000 teams worldwide trusting Paperform for their critical workflows, and SOC 2 Type II compliance ensuring enterprise-level security, your firm can confidently digitize client intake while delivering the professional, compassionate experience that personal injury clients deserve.

Start with this template, customize it to your firm's specific practice areas and workflow, and transform your intake process from a bottleneck into a competitive advantage.