Accident Claim Review Memo
To: [Partner's Name]
From: [Your Name]
Position: [Your Position]
Date: [Date]
Subject: New Client Intake - [Client's Name] - Personal Injury Claim
Client Information
Name: [Client's Full Name]
Contact: [Client's Address, Phone, Email]
Preferred Communication: [e.g., Email]
Case Summary
[Client's Name] was rear-ended at a stop light by [Other Party's Name] on [Date of Incident], resulting in injuries (e.g., whiplash, broken wrist), medical expenses, lost wages, and ongoing pain. The client seeks legal representation to pursue compensation.
Objectives
Preliminary Legal Issues
Establishing [Other Party's Name]'s liability.
Assessing damage extent and insurance coverage.
Considering the client's comparative negligence.
Reviewing statute of limitations in [Jurisdiction].
Initial Documents
Initial Legal Strategy
Analyze provided documents.
Consider further investigation to support the client's account.
Start settlement discussions with the opposing insurance.
Prepare for lawsuit filing if necessary.
Action Items
Schedule detailed client meetings.
Assign paralegal for statute of limitations verification and timeline creation.
Begin drafting a demand letter to insurance.
Next Steps
Request review of this memo and input on legal strategies or actions. Propose an internal strategy meeting by [Date] to detail discuss the case.
[YOUR NAME]
[YOUR POSITION]
[YOUR COMPANY NAME]
Memo Templates @ Template.net
