Personal injury client intake that captures every detail.
Collect accident details, medical information, and insurance data systematically. Qualify cases faster and never miss critical information.
Set up in minutes. No integrations required.
Personal injury intake challenges
- Time-sensitive cases require immediate, structured information collection
- Incident details must be captured accurately while fresh in the client's memory
- Medical treatment and provider information needs organized tracking
- Insurance information from multiple parties must be collected systematically
- High inquiry volume requires efficient screening to identify viable cases
- Witness and evidence details need prompt documentation
How Weavelyn helps
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
What you get
Custom intake forms
Build forms tailored to your PI practice with the fields you need
Public intake link
Share a simple link for prospects to submit their case details
Submissions inbox
All inquiries in one place, organized and easy to review
Assignment to attorney
Route cases to the right team member for follow-up
Status pipeline
Track each lead from new inquiry through signed engagement
Notes & activity timeline
Document follow-ups and keep a complete case history
Recommended intake questions for personal injury
Our PI template includes these sections. Customize as needed for your practice.
Incident Details
- Date, time, and location of the accident
- Type of incident (auto, slip and fall, workplace, etc.)
- Description of how the accident occurred
- Weather and road conditions (if applicable)
- Police report filed? Report number?
Injuries & Treatment
- Description of injuries sustained
- Emergency room visit? Hospital name?
- Current treating physicians and specialists
- Ongoing treatment plans
- Pre-existing conditions
Insurance & Parties
- Your auto/health insurance information
- Other party's insurance information
- Other parties involved (names, contact info)
- Witnesses (names, contact info)
Impact & Damages
- Lost wages and time off work
- Property damage details
- How has this affected your daily life?
- Photos or documentation available?
Who it's for
Solo PI attorneys
Handle intake professionally without administrative staff
Small PI firms
Coordinate intake across 2-10 attorneys efficiently
High-volume practices
Screen and qualify cases faster with structured intake
Ready to streamline your personal injury intake?
Start your free trial today. No credit card required.
Frequently asked questions
Can I customize the intake form for my PI practice?
Yes. Every field is customizable. Add questions specific to your case types—auto accidents, premises liability, medical malpractice, or any other personal injury matter.
How quickly can I get started?
You can set up your first intake form in minutes. Use our suggested questions as a starting point, then customize to match your practice's needs.
Can clients complete the form on their phone?
Yes. The intake form is fully responsive and works on any device. Clients can submit their information immediately after an accident.
How does case assignment work?
When a new submission comes in, you can assign it to any team member. They'll see the case in their queue and can follow up promptly.
Can I track where leads come from?
Yes. You can create different intake links for different marketing channels and see which sources generate the most qualified leads.
Is the information secure?
Yes. All data is encrypted in transit and at rest. Access controls let you limit who can see sensitive case information.
Do I need any integrations to use this?
No. Weavelyn Intake works standalone. No integrations required to get started—just create your form and share the link.
Weavelyn is workflow software for law firms. It does not provide legal advice.