Before you start. Do not enter client names or health information. Use initials-free labels like “Provider A” or “Client 1”. This tool runs in your browser. Nothing is sent to LawyersTrend. If your browser allows it, entries are saved on this device only so you can come back later, and the “Clear my data” button erases them. These tools are for organizing work. They are not legal or medical advice.

Week-1 Case File Checklist (One Page) · LawyersTrend free tools · lawyerstrend.com/tools/case-managers/week-1-case-file-checklist

File label: ____________________ Date:

Day 1

Case file opened and labeled.
Client contact sheet complete (phone, email, address, second contact, preferred language).
Signed medical authorizations on file.
Assigned attorney and backup contact noted on the file.
First call with the client done and noted.

Days 2 and 3

Attorney has said whether lien or LOP treatment is approved.
Client’s health coverage (if any) noted and passed to the attorney.
First provider appointment booked and the client told.
Lien or LOP paperwork sent to the provider.
List of providers the client already saw is started.

Days 4 and 5

Records and bills requests sent to emergency, urgent care and any earlier providers.
Requests logged in the request tracker with follow-up dates.
Incident or police report requested or received.
Photos requested from the client.
Treatment timeline started with the first visit dates.

Days 6 and 7

Reminder call made before the first provider visit, and visit confirmed after.
Follow-up dates set on the calendar for each open request.
Open items list written for the attorney.
Next client check-in booked.

Checks are saved on this device only. Printing keeps your checks.

More free tools

Lien Provider Placement Checklist Treatment Timeline and Gap Tracker Medical Records and Bills Request Tracker Demand Package Readiness Checklist Intake First-Call Script and Checklist Lien and Billing Glossary

One weekly email. Every new article.

The LawyersTrend Brief, Fridays. Free, one-click unsubscribe.

Who LawyersTrend is for

Three ways in

Intake specialist on a headset taking a new-client call

Case managers and law-office staff

Place a patient with a lien doctor, track records and bills, print patient handouts.

Find a lien doctor Free tools Request a provider

Doctor and attorney shaking hands in a clinic hallway

Lien doctors and providers

Claim your listing or add your practice. Free to list, reviewed before it goes live.

List or claim free Featured placement

Attorneys across a conference table during a deposition

Law firms

Get your firm scored and listed in Top Lawyers. Sponsored rows are always labeled.

List your firm How we rank

Selling to the PI bar? See sponsor and advertiser options.

Week-1 case file checklist