How the injury changed the client's life: pain and suffering, emotional distress (anxiety, sleep, fear of driving), loss of enjoyment (hobbies, sports, events missed), scarring, family and relationships, help needed at home.
People the client has authorized to receive updates or discuss the case (spouse, parent, guardian, interpreter…). Check the signed authorization before sharing anything.
The vehicle claim, separate from the injury claim: who it's with, the PD adjuster, the coverage (property damage limit, deductible, rental) and where the repair or total loss stands. Photos go on the Property Damage tab.
Umbrella or excess, a second at-fault party, a commercial or business policy, homeowner's or renter's, rideshare, an employer's policy… Each one can settle on its own: its settlement is figured on its card and added to the Settlement tab's totals.
| Date of Service | Medical Facility | Next Appointment Schedule | Notes |
|---|
| Medical Facility | Specialty | Phone | Dates of Treatment | Treatment Status | Invoiced Charges |
|---|
The defense attorney for each defendant: who they represent, their firm and how to reach them. Calls from opposing counsel go to the attorney or paralegal on the file; the front desk confirms nothing.
| Task Type | Party Involved | Due Date | Status |
|---|
One entry per mediation, arbitration or settlement conference: who the neutral is, when and where, whether the client must attend, when the brief is due, and how it ended. Court-ordered sessions and UM/UIM arbitrations go here too.
| Date | Assigned To | Expense ID / Description | Amount |
|---|
| Category | Summary | Attachment |
|---|
| Date | Staff Member | Note Content |
|---|
| Date | Staff Assigned | Task Description |
|---|
Everyone involved in the incident, with their role: passengers, the at-fault party (and their vehicle owner or business), witnesses, property owners, and anyone else the case may need to contact.
One entry per demand sent (BI, UM/UIM, PIP, policy limits…): who it went to, when, how much, and when the carrier must answer.