Capturing the right information during personal injury intake isn't just about organization—it's about case viability. The wrong intake form misses critical questions that determine whether a case is winnable, valuable, or even viable. This checklist covers every question top PI firms ask.
**Section 1: Incident Information (Questions 1-12)**
1. Date of accident 2. Time of accident 3. Location/address of accident 4. Type of accident (auto, slip & fall, etc.) 5. Brief description of what happened 6. Was there a police report filed? 7. Police report number (if applicable) 8. Were there witnesses? 9. Witness contact information 10. Were photos taken at the scene? 11. Has the scene been modified since? 12. Was the caller operating a vehicle?
**Section 2: Liability Assessment (Questions 13-20)**
13. Who was at fault? 14. Was fault admitted by any party? 15. Was the other party cited by police? 16. Was the caller partially at fault? 17. Was alcohol or drugs involved? 18. Any contributing factors (weather, defective equipment)? 19. Was there surveillance video at the location? 20. Has anything been signed regarding the incident?
**Section 3: Injuries and Medical Treatment (Questions 21-33)**
21. What injuries were sustained? 22. Were injuries visible immediately? 23. Was an ambulance called? 24. Was the caller hospitalized? 25. Current treating physicians 26. Has treatment been ongoing? 27. Any pre-existing conditions that may be relevant? 28. Total medical bills to date (estimated) 29. Any surgeries performed or scheduled? 30. Current medications related to injury 31. Ability to work since accident 32. Lost wages amount 33. Any permanent disability or impairment?
**Section 4: Insurance Information (Questions 34-41)**
34. Does the caller have their own auto/health insurance? 35. Name of their insurance company 36. Policy number 37. At-fault party's insurance company 38. At-fault party's policy number 39. Has a claim been filed with any insurer? 40. Have they received any settlement offers? 41. Has anything been signed with an insurance company?
**Section 5: Legal and SOL Assessment (Questions 42-47)**
42. Has the caller hired an attorney before? 43. Is there a prior attorney of record for this case? 44. Statute of limitations deadline (calculate from incident date) 45. Has there been any prior litigation related to this incident? 46. Are there any liens (Medicare, Medicaid, health insurance)? 47. Is the caller a minor? (requires guardian)
**AI Advantage:** Begyn AI asks all 47 of these questions automatically, captures every answer accurately, and delivers a complete intake form to attorneys before consultations—so not a single critical data point is ever missed.