Personal Injury Law Firm Initial Consultation Form

Streamline Your Personal Injury Client Intake with a Professional Consultation Form

For personal injury attorneys and law firms, the initial consultation is crucial. Getting comprehensive, accurate information from potential clients early in the process helps you evaluate cases quickly, identify key details, and establish a strong foundation for representation. This Personal Injury Law Firm Initial Consultation Form template is designed to capture everything you need in one organized, professional intake experience.

Why Personal Injury Firms Need a Dedicated Intake Form

When someone reaches out after an accident or injury, they're often overwhelmed, in pain, and uncertain about the legal process. A well-designed intake form serves multiple purposes:

• Captures critical details while they're fresh – Accident details, witness information, and timelines are easier to recall soon after the incident
• Saves valuable consultation time – Having information submitted in advance lets you review the case and come prepared with initial insights
• Identifies case viability quickly – Clear questions about liability, damages, and statute of limitations help you prioritize strong cases
• Creates a professional first impression – A branded, easy-to-use form demonstrates your firm's attention to detail and client experience
• Ensures nothing falls through the cracks – Structured questions guarantee you collect insurance details, medical records authorization, and other essential information

What This Template Includes

This comprehensive intake form is structured to guide potential clients through their case details in a logical flow:

Client Information & Contact Details – Basic demographics, preferred contact methods, and how they heard about your firm

Accident Details – Date, location, type of incident (auto accident, slip and fall, workplace injury, etc.), detailed description of what happened, and whether a police report was filed

Parties Involved – Information about other parties, witnesses, and their insurance carriers

Injury Documentation – Specific injuries sustained, initial medical attention received, ongoing treatment, and impact on daily life and work

Medical Treatment Timeline – Healthcare providers seen, hospitals visited, diagnostic tests, and current treatment plan

Insurance Information – Client's insurance details, at-fault party's insurance (if known), policy limits, and claim numbers

Employment & Financial Impact – Lost wages, time off work, and economic damages resulting from the injury

Case Evaluation Questions – Prior injuries, previous claims, criminal charges related to the incident, and statute of limitations considerations

Documents & Next Steps – File upload fields for photos, medical records, police reports, and insurance correspondence

How Law Firms Use This Template

Personal injury attorneys and legal intake specialists rely on this form throughout their client acquisition process:

• Embedded on your website – Place it on a dedicated "Free Case Evaluation" landing page to capture leads 24/7
• Sent after initial phone contact – When someone calls, send them this form to complete before the scheduled consultation
• Used during intake interviews – Intake coordinators can work through the form with clients over the phone or in person
• Connected to your case management system – Integration with practice management software like Clio, MyCase, or PracticePanther keeps everything organized

The conditional logic in this template means clients only see relevant follow-up questions based on their answers, keeping the experience streamlined while ensuring you capture all necessary details for different injury types.

Automate Your Personal Injury Intake Workflow

This template becomes even more powerful when you connect it to your firm's workflow using Stepper (stepper.io), Paperform's AI-native workflow automation tool. Here's what's possible:

• Instant case evaluation routing – High-value cases trigger immediate notifications to senior attorneys, while others flow to paralegals for initial review
• Automated conflict checks – Send party names to your conflicts database automatically
• CRM and calendar sync – Create contact records in your CRM and schedule follow-up consultations without manual data entry
• Document preparation – Generate engagement letters, retainer agreements, or medical authorization forms pre-filled with client information
• Client communication sequences – Trigger email or SMS follow-ups with case status updates, document requests, or appointment reminders

For firms that need formal agreements signed during intake, Papersign (papersign.com) integrates seamlessly to turn form submissions into retainer agreements ready for eSignature, keeping your entire intake-to-engagement process smooth and compliant.

Professional, Secure, and Compliant

Personal injury cases involve sensitive medical information and confidential details. This template is built on Paperform's SOC 2 Type II compliant platform, offering:

• Secure data collection and storage with encryption at rest and in transit
• GDPR compliance for firms with international clients
• Custom branding – Apply your law firm's colors, logo, and fonts to maintain brand consistency
• Mobile-optimized experience – Clients can complete the form on any device, making it easy to submit information from their phone right after an incident

Please note: While Paperform is SOC 2 Type II compliant, it is not a HIPAA-compliant solution. Firms handling protected health information should evaluate their compliance requirements accordingly.

Built for Attorneys, Paralegals, and Legal Intake Specialists

Whether you're a solo practitioner handling your own intake or part of a multi-attorney firm with dedicated intake coordinators, this template adapts to your workflow. The form can be customized to reflect your practice areas (car accidents, medical malpractice, premises liability, product liability, etc.) and the specific information you need to evaluate cases effectively.

Get Started in Minutes

This template is ready to use immediately. Simply customize the questions to match your firm's specific needs, apply your branding, and embed it on your website or share it via link. With over 500,000 teams trusting Paperform worldwide and integration options for all major legal tech tools, you'll have a professional intake system running faster than traditional form builders or expensive custom development.

Stop juggling phone notes, email threads, and incomplete PDF forms. Give your personal injury practice the organized, professional intake experience that helps you sign better clients and build stronger cases from day one.