LSH-----
INTAKE
Type:
Profile
Parties Involved
Police Report
Insurance
Liens
Treatment
Lost Wages
Property Damage
Demand
Settlement (BI / UM)
Litigation
Finance
Doc Hub
Notes
Tasks
π
Calendar
β± Time
Identity
Emergency Contact
Authorized to Access Case
People the client has authorized to receive updates or discuss the case (spouse, parent, guardian, interpreterβ¦). Check the signed authorization before sharing anything.
Employment Details
Case Narrative
Premises liability (slip and fall, store, apartment): use the business's incident report when there's no police report.
Police Report Details
Health Insurance
Independent Subrogation Card
Outstanding Case Liens
Medical Chronology
Drag a row by its left edge (β Ώ) to reorder
| Date of Service | Medical Facility | Next Appointment Schedule | Notes |
|---|
Provider Treatment Matrix
| Medical Facility | Specialty | Phone | Dates of Treatment | Treatment Status | Invoiced Charges |
|---|
Total Medical Specials (Auto-Calc)
$ 0.00
Other Treatment Notes
Client Vehicle
Third Party Vehicle
Discovery & Filing Tracker
| Task Type | Party Involved | Due Date | Status |
|---|
Finance Tracking
| Date | Assigned To | Expense ID / Description | Amount |
|---|
Consolidated File Expenses
$ 0.00
Documents
β¬ Drag & drop files here β each file becomes a document row under the category picked below (or drop a file on a row's Upload button).
| Category | Summary | Attachment |
|---|
Case Chronology
| Date | Staff Member | Note Content |
|---|
Action Item Log
| Date | Staff Assigned | Task Description |
|---|
Parties Involved
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.
Lost Wages
Demand Info
One entry per demand sent (BI, UM/UIM, PIP, policy limitsβ¦): who it went to, when, how much, and when the carrier must answer.
BI Settlement (Bodily Injury: the at-fault party's carrier)
BI and UM/UIM are separate claims: each settles with its own carrier, release and check, so they're tracked separately. The totals below add them up.
UM / UIM Settlement (the client's own policy)