Personal Injury Workflows

This article walks through 3 example workflows for Personal Injury matters. Since every law firm is a little different, we encourage you to make this workflow your own based on your own preferences or jurisdictional requirements.

If you are new to Smokeball and Workflows, review Workflows on specifics on how to create a workflow. You can always additional reminder tasks in between each important due date (example: "Reminder: SOL Date in 3 days"). You can assign tasks to the attorney responsible, person assisting, a specific staff member, or even multiple people within the firm.

To ensure the workflow is impactful, make sure you are completely filling out all information in the matter details of a matter, especially Case Details and Personal Injury Statue of Limitations Date.

Statute of Limitations

PI Process

Litigation


Statute of Limitations

Task Due When
1. 1 year SOL Reminder 1 year before Statute of Limitations Date
2. 6 months SOL Reminder 6 months before Statute of Limitations Date
3. 90 days SOL Reminder 90 days before Statue of Limitations Date
4. 60 days SOL Reminder 60 days before Statue of Limitations Date
5. 30 day SOL Reminder 30 days before Statute of Limitations Date
6. 10 day SOL Reminder 10 days before Statute of Limitations Date
7. SOL Date Tomorrow! 1 day before Statute of Limitations Date

 


PI Process 

Task Due When Assigned To
1. Draft and Send Representation Letter on date workflow is applied to the matter Person Assisting/Staff
2. Contact Opposing Side's Insurer / Get Adjuster Info on date the workflow is applied to the matter Person Assisting/Staff
3. Contact the Adjuster for the Opposing Side On "contact opposing side's insurer/get adjuster info" Attorney Responsible
4. Is the Client Still Treating? 2-4 weeks after matter opening (can add additional reminders to follow up as necessary Person Assisting/Staff
5. Is the Client Still Treating? 2-4 weeks after "is the client still treating" (can add additional reminders to follow up as necessary Person Assisting/Staff
6. Collect Info on Other Damages  1 -2 weeks after matter opening Person Assisting/Staff

 


Litigation 

Download this Workflow to import

Task Due When
1.  Trial Date No Due Date
2. Set up depositions with witnesses 0 days after workflow is applied
3. Draft Interrogatories 0 days after workflow is applied
4. Review, Finalize, and File Interrogatories 1 day after Draft Interrogatories
5. Review Responses/Answers to Discovery and Send Discovery to Other side 7 days after Review, Finalize, and File Interrogatories
6. Prepare exhibits for trial 1 month before Trial Date
7. Schedule meeting with client for trial prep 1 week before Trial Date
8. 90 days until trial 90 days before Trial Date
9. 60 days until trial 60 days before Trial Date
10. 30 days until trial 30 days before Trial Date
11. Distribute amount awarded / Issue invoice for firm costs 5 days after Trial Date

 

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