Personal Injury Paralegal Services
A personal injury paralegal handles the day-to-day management of cases, acting as the primary point of contact for clients, medical providers, and insurance adjusters. Their services span the entire case lifecycle, from initial intake through settlement or trial.
Case Management and Client Communication
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Case Management and Client Communication
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Initial Intake & Screening: Gathering client details, conducting conflict checks, and reviewing case viability.
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Retainer Processing: Securing signed contingency fee agreements and medical authorization forms.
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Case Setup: Creating physical and electronic files in case management software (e.g., Clio or Filevine).
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Ongoing Client Contact: Providing regular status updates (e.g., every 30 days) and managing client expectations.
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Statute of Limitations Tracking: Calendaring critical litigation deadlines and providing attorney reminders.
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Evidence Gathering and Investigation
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Medical Records Retrieval: Systematically requesting records and bills from healthcare providers and monitoring for completion.
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Medical Chronology: Reviewing records to create a detailed timeline of treatments, injuries, and billing.
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Liability Investigation: Gathering police reports, accident reports, and witness statements.
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Evidence Organization: Categorizing photographs, surveillance footage, and property damage documents.
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Pre-Litigation and Demand Preparation
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Demand Package Assembly: Compiling medical summaries, billing documentation, and liability evidence into a final demand package for insurance adjusters.
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Lien Resolution: Identifying and negotiating health insurance liens (Medicare/Medicaid), hospital liens, and provider bills to maximize client recovery.
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Settlement Processing: Preparing settlement statements and facilitating closing documents.
4
Litigation Support
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Drafting Pleadings: Drafting complaints, answers, and discovery requests/responses (interrogatories, requests for production).
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Discovery Management: Organizing documents for production and preparing privilege logs.
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Deposition Preparation: Coordinating witness schedules, subpoenaing records, and preparing deposition binders.
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Trial Prep: Creating exhibit lists, organizing trial notebooks, and assisting with logistics.
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Administrative and Technical
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Email Management: Organizing, tracking, and filing client correspondence.
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Template Optimization: Creating and refining form letters to improve firm efficiency.
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Billing: Recording paralegal hours and expenses related to case progression.
