Requirements checklist
What to ask for when choosing software for personal injury lawyers.
A checklist built from how personal injury lawyers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Intake and conflict check
- Case file and stages
- Medical records and treatment log
- Deadlines and court dates
- Case costs and liens
- Settlement and fee statements
- Client updates
Roles that need their own access
Who logs in, and what each person may see or change.
- For attorneys
- For intake staff
- For case managers and paralegals
- For accountants
- For claimants
Reports to ask for
Ask to see each one with your own sample data.
- Open cases by stage and attorney
- Records requested, received and overdue
- Deadlines due in the next thirty days
- Case costs advanced by case
- Liens outstanding at each settlement
- Intake enquiries by source and outcome
- Settlements closed and fees earned
Systems it may need to connect to
Note which ones you already run.
- SMS and messaging
- Calendar
- E-signature
- Accounting export
- Payment gateway
Questions for any vendor
Put these to every supplier you are comparing.
- Does it run conflict checks before a case is accepted?
- Can it track medical records requests?
- How are deadlines handled?
- Does it handle contingency fees?
- Can it keep client funds apart from firm funds?
- Can claimants log in?
- Can existing cases be moved in?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Records arrive from many providers
- Deadlines live in personal calendars
- Case costs are not tied to the case
- Liens and payouts are worked out late
- Clients ask for news and get none
Prefer to talk it through? See the personal injury lawyers page.