Personal Injury Checklist for Paralegals and Case Managers

Last updated: July 2026

A personal injury checklist for paralegals and case managers is a phase-by-phase task list that carries a PI case from intake through trial, so nothing (records, deadlines, filings) slips between hand-offs. As of July 2026, you can preview the full checklist below and download the free printable version. What sets this one apart from a generic task list: it follows the six phases a personal injury firm actually runs end to end, not just the pre-litigation steps, and it maps each phase to the work paralegals and case managers do day to day.

What Should Be on a Personal Injury Paralegal Checklist?

A personal injury paralegal checklist should be organized into six phases that follow the case lifecycle: intake, treatment, demands, negotiation, discovery, and trial. Each phase has a small number of tasks that, if missed, cost time or leverage later. The table below is the working preview; the downloadable PDF is the complete, printable version.

Phase	Core tasks	Why it matters
1. Intake	Screen and triage incoming cases, gather incident and insurance details, open claims with carriers, confirm liability and coverage	A clean intake sets up every step that follows
2. Treatment	Track treatment progress, request and organize records, reconcile bills, flag care gaps and missing providers	Gaps caught early are fixable; caught late, they weaken the case
3. Demands	Draft the demand, itemize damages, organize exhibits, review records for completeness	The demand anchors the negotiation that follows
4. Negotiation	Build case briefings, prepare responses to adjuster arguments, log communications, track offers	Preparation, not instinct, carries the negotiation
5. Discovery	Draft and respond to discovery, apply consistent objections, validate responses against the record, analyze depositions	Consistency and record-grounding hold up under scrutiny
6. Trial	Prepare trial materials, build chronological narratives, align exhibits, surface contradictions in testimony	Organized, citable materials keep the narrative coherent

The Personal Injury Intake Checklist

Intake is the highest-leverage phase, because everything downstream inherits its gaps. A strong personal injury intake checklist captures:

Client and incident details: date, location, and a clear account of how the injury happened.
Liability facts: parties involved, police or incident reports, and any witnesses.
Insurance information: the client’s coverage and all potentially liable parties’ policies.
Injuries and treatment to date: providers seen, diagnoses, and ongoing care.
Case viability check: statute of limitations, comparative fault exposure, and conflicts.
Carrier setup: claims opened, and liability and coverage confirmed in writing.

For the roles that own these steps, see EvenUp’s guides on what a personal injury case manager actually controls and what a medical paralegal does.

Download the Full Personal Injury Checklist

The free download is the complete, printable checklist covering all six phases, with every task laid out so a paralegal or case manager can work it end to end. It includes:

Intake: screening, incident and insurance capture, viability, and carrier setup.
Treatment: records requests, organization, bill reconciliation, and gap flags.
Demands: damages itemization, exhibit organization, and demand drafting steps.
Negotiation: case briefing, adjuster-response prep, and communication logging.
Discovery: request and response drafting, objection consistency, and deposition analysis.
Trial: trial-material prep, chronological narratives, and exhibit alignment.

When to Use This Checklist (and When It Is Not Enough)

This checklist is scoped to U.S. personal-injury plaintiff work and the paralegal or case-manager workflow.

It is a process backbone, not legal advice, and it does not replace firm-specific procedures, jurisdictional rules, or attorney judgment on case strategy. High-volume firms will want to adapt each phase to their own case-management system.

How EvenUp Supports Each Phase

EvenUp’s platform maps to the same six phases the checklist covers, with a set of connected capabilities:

Communications Agents™ work the intake and treatment phases, calling carriers to open claims, confirming liability and coverage, and handling appointment and records-request follow-ups so the file stays current without manual chasing.
Workflow Automation™ runs across phases to flag missing documents, surface treatment gaps and red flags early, and structure the record into a clear plan for the next step.
AI Drafta™ supports the demands, discovery, and trial phases, helping teams replicate their best demands, draft and respond to discovery grounded in the record, and prepare courtroom arguments and exhibits with line-level citations.
Companion, EvenUp’s legal AI assistant, at negotiation, discovery, and trial, delivering evidence-backed answers to adjuster arguments and surfacing contradictions across testimony, records, and timelines.
The Firmwide AI ties it together: a closed-loop layer that keeps AI Drafts and Companion grounded in the firm’s own records and prior work product, so filings, chronologies, and demands stay consistent firm-wide.

Schedule a call to see how EvenUp supports each phase.

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