Legal — Personal Injury (Auto Accident) Intake
Initial intake for prospective PI client after a motor vehicle accident. Captures SOL, treatment, and conflict-check facts before attorney consult.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Get the exact date of the accident — drives the statute of limitations clock.
urgent“Can I get the exact date the accident happened?”
Field: Date of accident
Ask if they've already spoken to or signed with another attorney about this case.
urgent“Have you already spoken with or signed paperwork with another attorney about this case?”
Field: Already represented by another attorney
Ask whether they were treated at the scene, in the ER, or by a doctor since — drives damages assessment.
important“Were you treated at the scene, taken to the ER, or have you seen a doctor since?”
Field: Treatment received (scene / ER / follow-up)
Ask if a police report was filed and whether they have the report number.
important“Was a police report filed? If so, do you have the report number?”
Field: Police report filed
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Promise a settlement amount or case outcome.
Tell the caller they have a case before attorney review.
Quote a contingency fee outside the firm's published schedule.
Advise on accepting an insurance offer.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Schedule attorney consult
- Advise do not speak to other insurance
- Send intake packet
Then creates a service request with:
- Caller name
- Callback number
- Date of accident
- State of accident (jurisdiction)
- Treatment received (scene / ER / follow-up)
- Police report filed
- Other party's role / fault
- Already represented by another attorney
- Other party's insurance carrier
- SOL window risk
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