Coaching & Business
Personal Injury Attorney Intake Template
$49
Ten fillable PDFs for a solo personal injury practice — contingency-fee engagement letter, HIPAA-compliant medical records authorization, incident detail worksheet, witness statement, treatment log, damages itemization, and a demand letter template. Built around the contingency model and the HIPAA-e
✓ Instant digital download · ✓ Fully editable · ✓ Yours forever
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What's inside
- A HIPAA authorization missing one of the six required elements (45 CFR 164.508(c)) is unenforceable — providers can refuse the records.
- A demand letter that overreaches on facts is a Rule 4.1 problem.
- `00-START-HERE.pdf` — Kit overview, deployment notes, state-rule reminders
- `04-Authorization-for-Employment-Records.pdf` (2 pages) — Wage / employment records authorization for lost-wage calculation.
- Solo personal injury attorneys (1-3 attorneys)
- Small-firm PI sections standardizing intake across cases
- PI attorneys leaving a firm to launch solo
- General-practice attorneys taking on occasional PI work who need a clean setup
Disclaimer: Folio publishes general information about the operational and administrative side of running a private practice. It is not legal, medical, clinical, tax, or compliance advice, and it does not create a professional relationship. Rules vary by state, payer, and profession and change over time. Verify requirements with the primary sources cited, your licensing board, and your own qualified advisors before acting.
