Claude Prompt: PI Intake Screening Checklist Generator for Paralegals
Generate a phone-ready PI intake screening checklist with liability, severity, red flags, document asks, and an attorney-review scoring threshold.
The Prompt
12: Case Screening Checklist Generator
Generate a comprehensive case screening checklist for a [type of case, e.g., motor vehicle accident / premises liability / medical malpractice] personal injury intake.
The checklist should help the intake specialist determine:
1. Whether we have a viable case (liability indicators)
2. Whether the damages justify representation (severity screening)
3. Red flags that suggest we should decline (pre-existing conditions, multiple prior claims, statute of limitations issues, problematic social media)
4. Essential documents to request immediately
5. Immediate steps to preserve evidence
6. Key follow-up questions if initial screening is positive
Format this as a structured form that an intake paralegal can follow during a phone consultation, with yes/no checkboxes and spaces for detailed notes. Include scoring guidance: cases scoring [X] or higher should be flagged for attorney review.Variables (2)
| Variable | Description | Example |
|---|---|---|
| {{type_of_case}} | Type of PI Case | Premises liability / slip and fall |
| {{x_score}} | Attorney-Review Score Threshold | 12 |
Expected Output
A phone-friendly PI intake screening form with yes/no checkboxes, red-flag triggers, doc asks, and a numeric scoring rubric for attorney escalation.
Originally featured in: AI for Personal Injury Lawyers: Prompts for Demand Letters, Medical Summaries & Depositions
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