For personal injury firms
Personal injury intake, qualified before it hits your desk
Statute-of-limitations triage, insurance details, and medical providers — captured before you sit down with the client. Your attorneys see a complete file, not a half-filled web form.
Intake
What the personal injury intake pack collects
- Incident details — date, location, mechanism, witnesses
- Statute-of-limitations triage with deadline flagging
- Insurance carriers — client's, opposing party's, UM/UIM
- Medical providers and treatment history
- Police reports, photos, and document uploads
- Prior representation and prior claims history
Includes profiles for auto accidents, premises liability, medical malpractice, and nursing home cases.
Why generic intake forms fail for personal injury
Personal injury is time-pressured by definition. A statute deadline you miss because the right question wasn't asked early enough is the kind of mistake that ends careers. Generic forms collect name, email, and a free-text description — leaving your staff to re-ask everything important. MatterReady asks the practice-area questions first.
Insurance and medical disclosures need structure: who carried coverage, who treated the injuries, when treatment ended, what documents the client already has. Free-text fields produce noise. Structured intake produces a file your attorney can act on.
Integrations
Connected to the tools PI firms run on
Clio Manage and Clio Grow
Qualified matters sync to Clio with contacts, custom fields, incident details, and provider history already in place. No copy-paste from web form to PMS.
Google Local Services Ads
LSA leads sync directly into the MatterReady pipeline with source attribution intact. Triage by statute deadline, not by who came in first.
NetDocuments
Police reports, medical records, and signed engagement letters sync directly to the matter in NetDocuments. Folder structure follows your firm's convention.