Personal injury intake resources
Build a personal injury intake process your team can review and improve.
The Personal Injury Intake Resource Center organizes vendor-neutral guidance for process design, metrics, quality assurance, routing, follow-up, staff training, scripts, and product evaluation. Use each guide to define a reviewable operating rule before deciding what people or software should execute.
Make intake operational
Start with the process, not the tool
Document caller types, required information, dispositions, owners, and escalation boundaries before choosing automation. A clear process makes vendor evaluation and quality review more concrete.
Measure observable operating outcomes
Track whether calls were answered, whether required fields were captured, whether the next step was clear, and whether staff completed the handoff. Avoid treating an unsourced industry average as a substitute for the firm's own baseline.
Apply technology only where the workflow is defensible
Use automation for repeatable intake, scheduling, routing, and follow-up. Keep legal advice, case evaluation, and representation decisions with qualified people at the firm.
content map
PI intake learning path
A reading order that moves from operational design to product evaluation.