Personal injury and other damages cases build slowly: treatment continues, bills arrive, insurers respond, and records trickle in. Firms of every size do better when the file has the same structure from the start.
A standard folder set
- Intake: the client's account, photos, police or incident reports and insurance information.
- Medical: one folder per provider, with requests, follow-ups and records.
- Bills and liens: every bill, ledger and lien notice, by provider.
- Wages and other losses: pay records, employer letters and receipts.
- Insurance: claim numbers, adjusters and every letter in and out.
- Pleadings and discovery, once suit is filed.
Running documents
Keep three living documents current: a treatment chronology, a medical bills summary and a records request log. Together they answer most of the questions anyone will ask about the case.
Name files the same way every time
Date, provider or source, and a short description. A consistent naming habit is worth more than any software.
Our case file checklist, medical bills summary and records request log cover the running documents.
Litigation support is performed at the direction of a licensed attorney. We do not give legal advice.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
