Clients know exactly what to upload
Photo ID, scene photos, treatment records—each requirement spelled out so you stop getting the wrong document in the wrong format.
For personal injury law firms
Stop chasing clients
for missing documents
Send one link. Clients upload everything you need—driver license, scene photos, treatment records. You see what is missing instantly. The file is complete before attorneys review it.
No more scattered texts, half-finished photo threads, or “we’ll send that later” that never arrives.
Required documents 2 outstanding
- Photo ID Received
- Scene photos (all sides) Needed
- Initial treatment records Needed
- Employment & lost time (if any) Received
You and the client see the same status—no guessing
You signed the client. Then the chasing starts.
The first call goes well. After that, intake turns into follow-up: texts, emails, voicemails, and still—incomplete files when someone finally reviews the matter.
The text-and-chase loop
You text asking for scene photos. They send two blurry shots from one angle. You follow up for all sides and the VIN. They say they will send the rest tonight. Three days later—nothing. Review is still waiting on what you asked for on day one.
Intake scattered everywhere
Driver license in a text thread. Treatment records in email. Incident details on a voicemail your paralegal transcribed. Nobody has the full picture without opening five places.
Attorney review hits a half-built file
The matter gets pushed to screening or evaluation—and key documents still are not in. Now senior staff or attorneys are doing follow-up work intake should have finished.
Wrong docs, wrong format
They send a photo of their insurance card instead of both sides of their license. Scene photos without damage visible. You ask again—and the cycle repeats.
Hours burned on the same requests
Intake coordinators and paralegals spend their week re-asking for the same items—police report, initial treatment summary, employment and lost time—while new leads pile up behind them.
One link. Complete intake. Before review.
CasePigeon replaces the back-and-forth with a single client link: a structured checklist, required uploads, and live status your team can trust before an attorney opens the file.
One link
Text or email it after the first call. Same process every time—no custom instructions per client.
Structured checklist
Clients see exactly what you need—photo ID, scene photos, treatment records—in plain language, not a vague “send your documents.”
Required uploads
They upload from their phone—photos, PDFs, forms—into one intake record. No app install, no office visit to scan paperwork.
Real-time status
See what arrived and what is still outstanding. You and the client share the same view—so follow-ups target what is actually missing.
Intake readiness before attorney review—not after someone discovers the gaps.
How it works
From first call to a file your team can actually review—without the usual chase.
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Step 1
Send the link
After the first call, text or email one intake link. No app, no account setup—clients open it on their phone and start.
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Step 2
Client completes the checklist
They answer intake questions and upload what you marked required—driver license, scene photos, treatment records. The checklist tells them what “done” means.
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Step 3
Review when it is ready
Your team sees what is in and what is still missing. Move to attorney review when required items are complete—not when you have given up waiting.
What changes when you stop improvising intake
Most firms already know what they need from a new PI client. The breakdown is how they collect it.
Before
How intake usually goes
- Intake details split across email, text, and voicemail
- Driver license in one thread, scene photos in another—half of them blurry
- You follow up. They send two more photos. Still not what you asked for.
- They go quiet. The file sits incomplete until someone reviews it anyway
- Attorney opens the matter and the first task is chasing what should already be there
After
With CasePigeon
- One intake link—text or email it after the first call
- Clients see a clear checklist: photo ID, scene photos, treatment records, and more
- Required uploads go straight into one intake record—not scattered attachments
- Your team sees what arrived and what is still missing, in real time
- Review starts when the file is actually ready—not when you are tired of waiting
Built for firms tired of chasing intake
Less follow-up for staff. Fewer incomplete files at review. More new clients moving forward without the same manual loop.
One intake record, not five inboxes
Questions and uploads land in one place. Staff review context and documents together instead of reconstructing the file from scattered threads.
Uploads from the phone clients already have
Scene photos and records come in early—from the parking lot or the ER waiting room—not a week later when someone finally scans paperwork.
See what is missing before you assign review
Submitted, outstanding, complete—your team and the client see the same status so follow-ups are specific, not “please send your documents.”
Hand attorneys a file worth opening
When required items are in, screening and evaluation start with documents in hand—not a list of what still needs to be chased.
See example intake
Driver license, vehicle damage photos, treatment records—each item defined upfront. Your team sees the same checklist and what is still missing before review.
Motor vehicle — new client
ExampleContact
Best phone for texts Short answer
Date & time of incident Date & time
Uploads
- Driver license (front and back) Required
- Vehicle damage — all four sides and VIN Required
- Tow or repair paperwork (if any) If applicable
- Initial care visit summary or discharge summary Required
You see this before review
You see what came in and what is still outstanding—so review starts when the file is ready, not when someone gives up chasing attachments.
Intake types you can start with
Curated personal injury starter templates—import in one click, pair with matching case types and required documents, and standardize intake before screening.
Auto accident intake
Scene and vehicle documentation, ID, and early treatment context—structured so screeners are not chasing scattered photos and incomplete messages.
Slip & fall intake
Footwear, site conditions, notice, and incident documentation defined so clients know which photos and records to provide.
Workplace injury intake
Employment context, job duties, and early reporting so your team can confirm key employment and treatment documentation.
General injury intake
Flexible personal injury template for matters not covered by a specialized accident or incident type.
Personal injury intake
Core client, incident, injury, and treatment fields for initial PI screening before matter-specific workflows.
Truck accident intake
Trucking company, truck or DOT numbers, carrier details, injuries, and supporting accident evidence.
Stop chasing. Start with one link.
Send a single intake link on your next PI client. Collect driver license, scene photos, and treatment records in one place—and know the file is ready before attorneys review it.
See how CasePigeon fits your intake process in a short demo—no long implementation pitch.