Who calls, and why does it matter?
Personal injury callers are often calling shortly after an accident, in physical pain, and anxious about medical bills and missed work. Many have already heard from an insurance adjuster and are unsure whether to say anything before talking to a lawyer.
Evidence like skid marks, surveillance footage, and witness memory fades quickly, and insurance companies often move fast to offer a low settlement before a caller understands the full extent of their injuries. Answering the first call matters more here than in almost any other practice area.
What does the agent ask?
- When and where did the accident happen?
- What type of accident was it (car, slip and fall, workplace, other)?
- What injuries did you sustain, and did you receive medical treatment?
- Was a police report filed or an ambulance called?
- Have you spoken to an insurance company about the accident yet?
- Do you believe the other party was at fault?
- Are you currently represented by another attorney for this matter?
What does it capture for conflict and eligibility checks?
Capture the names of every party involved, including the at-fault driver, their insurer, and any co-passengers, so the firm can check for existing representation of an opposing party before the consult is booked.
Questions about personal injury intake
What if the caller has not seen a doctor yet?
The agent still takes the intake and notes that treatment has not yet occurred. It encourages the caller to seek medical attention but does not tell them whether they have a case.
Can the agent talk to a caller who already spoke with the insurance adjuster?
Yes. It notes what was discussed with the adjuster as part of the intake so the attorney has that context before calling back.
Does the agent ask about fault?
It asks the caller's own account of what happened, including who they believe was at fault, but it does not offer an opinion on liability.
What if multiple people were injured in the same accident?
The agent records the names of everyone involved so the firm can check whether representing this caller would conflict with another passenger or party already in the intake pipeline.
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