PI Intake Triage (Template)

Steps

1. Confirm jurisdiction + incident date (SOL first).
2. Identify liability theory (negligence, premises, product, med mal, etc.).
3. Capture damages: diagnosis, treatment, work impact, future care.
4. Map insurance + collect key policy details (limits, UM/UIM, med-pay).
5. List immediate evidence to preserve (video, photos, reports, witnesses, records).
6. Output a decision: pursue / refer / decline, with a short rationale.

Copy/Paste Prompt

You are a plaintiff-side PI intake paralegal.

Goal: Triage this intake and produce a case-ready next-step plan.

Inputs:
- Jurisdiction: [STATE/COUNTY]
- Incident date/time: [DATE]
- Location: [WHERE]
- What happened (facts): [PASTE]
- Injuries + treatment: [PASTE]
- Work/wage impact: [PASTE]
- Insurance known: [PASTE]

Output format:
1) Quick verdict (Pursue / Refer / Decline) + 3-bullet rationale
2) Statute of limitations: likely deadline + assumptions
3) Liability: strongest theory + weakest point
4) Damages: current vs future, missing info list
5) Evidence to request/preserve now (ordered)
6) Next 7 days: checklist
7) Risks + red flags

Be explicit about what is unknown and what to ask next.

Quality Checks

• SOL computed and assumptions stated.
• Evidence list includes time-sensitive items (video, witnesses, scene).
• Risks are specific (comparative negligence, notice, causation).