Personal Injury Workflows

This article walks through three sample Workflows for Personal Injury matters. Since every law firm is different, we encourage you to make these Workflows your own based on your preferences or jurisdictional requirements. Processes vary greatly from state to state.

If you are new to Smokeball and Workflows, you should first review our article on Workflows to learn how to create or edit a Workflow. 

To ensure the Workflow is most effective, you should fill out all information in the matter details of a matter, especially the Case Details and the Statute of Limitations Date.

Statute of Limitations

For Statute of Limitations reminders, we recommend creating a reminder for the Attorney Responsible and then a copy for the person assisting.  

It is not best practice to assign the same task to more than one person in this instance.  If one task is assigned to multiple people at the same time, it will disappear from the task list for all assignees as soon as one of them marks off the task as complete.  This means that other staff assigned to the task may never see this reminder.

Task

Due When

Assigned to

1. 1 year until Statute runs out

1 year before Statute of Limitations Date

Attorney responsible

2. 1 year until Statute runs out (Copy)

1 year before Statute of Limitations Date

Person Assisting/Staff

3. 6 months until Statute runs out

6 months before Statue of Limitations Date

Attorney responsible

4. 6 months until Statute runs out (Copy)

6 months before Statue of Limitations Date

Person Assisting/Staff

5. 2 months until Statute runs out 

2 months before Statute of Limitations Date

Attorney responsible

6. 2 months until Statute runs out (Copy)

2 months before Statute of Limitations Date

Person Assisting/Staff

7. 3 weeks until Statute runs out

3 weeks before Statute of Limitations Date

Attorney responsible

8. 3 weeks until Statute runs out (Copy)

3 weeks before Statute of Limitations Date

Person Assisting/Staff

PI - Settled Pre Suit

Task

Due When

Assigned To

1. Get Release from Defendant

The date this Workflow is applied to a matter

Person Assisting/Staff

2. Release Review

2 Working Days after Get Release from Defendant is completed

Attorney Responsible

3. Get Release Signed by Client

2 Working Days after Release Review is completed

Person Assisting/Staff

4. Workbook Reductions and Submit to attorney responsible for Approval

On Get Release Signed by Client is completed

Person Assisting/Staff

5. Approval of Reductions

1 Working Day after Workbook Reductions and Submit to attorney responsible for Approval is completed

Attorney Responsible

6. Send Reduction Request Letters

On Approval of Reductions is completed

Person Assisting/Staff

7. Verify all Reductions are Received by Holders

7 Working Days after Send Reduction Request Letters is completed

Person Assisting/Staff

8. Get Settlement $ from Defendant

On Get Release Signed by Client is completed

Attorney Responsible

9. Create Disbursement Sheet and Send to Client

7 Working Days after Get Settlement $ from Defendant is completed

Person Assisting/Staff

10. Receive Signed Disbursement Sheet from Client

5 Working Days after Create Disbursement Sheet and Send to Client is completed

Person Assisting/Staff

11. Cut Checks to Client and Providers

On Receive Signed Disbursement Sheet from Client is completed

Person Assisting/Staff

12. Create internal invoice for firm's portion of settlement and expense reimbursement

On Cut Checks to Client and Providers is completed

Person Assisting/Staff

Pre-Trial

Task

Due When

Assigned To

1. Get Witness list prepared

2months before Trial Date

Person Assisting/Staff

2. Get Exhibits prepared

2 months before Trial Date

Person Assisting/Staff

3. 90 days until trial

90 days before Trial Date

Attorney Responsible

4. 90 days until trial (Copy)

90 days before Trial Date

Person Assisting/Staff

5. 60 days until trial

60 days before Trial Date

Attorney Responsible

6. 60 days until trial (Copy)

60 days before Trial Date

Person Assisting/Staff

7. 30 days until trial

30 days before Trial Date

Attorney Responsible

8. 30 days until trial (Copy)

30 days before Trial Date

Person Assisting/Staff

 

 

Was this article helpful?
1 out of 3 found this helpful

Articles in this section

See more