Free Intake Memo Template
Accident Claim Review Memo
To: [Partner's Name]
From: [Your Name]
Position: [Your Position]
Date: [Date]
Subject: New Client Intake - [Client's Name] - Personal Injury Claim
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Client Information
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Name: [Client's Full Name]
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Contact: [Client's Address, Phone, Email]
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Preferred Communication: [e.g., Email]
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Case Summary
[Client's Name] was rear-ended at a stop light by [Other Party's Name] on [Date of Incident], resulting in injuries (e.g., whiplash, broken wrist), medical expenses, lost wages, and ongoing pain. The client seeks legal representation to pursue compensation. -
Objectives
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Compensation for medical expenses, lost wages, pain and suffering, and other recoverable damages.
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Preliminary Legal Issues
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Establishing [Other Party's Name]'s liability.
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Assessing damage extent and insurance coverage.
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Considering the client's comparative negligence.
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Reviewing statute of limitations in [Jurisdiction].
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Initial Documents
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Police reports, medical records/bills, accident scene photos, and insurance correspondence.
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Initial Legal Strategy
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Analyze provided documents.
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Consider further investigation to support the client's account.
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Start settlement discussions with the opposing insurance.
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Prepare for lawsuit filing if necessary.
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Action Items
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Schedule detailed client meetings.
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Assign paralegal for statute of limitations verification and timeline creation.
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Begin drafting a demand letter to insurance.
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Next Steps
Request review of this memo and input on legal strategies or actions. Propose an internal strategy meeting by [Date] to detail discuss the case.
[YOUR NAME]
[YOUR POSITION]
[YOUR COMPANY NAME]
