Personal Injury

Auto accidents, slip & fall, trucking, premises liability.

All industries

Intake-form templates

TemplateVersionStatusUsed byUpdated
PI — Auto Accident v2.1v2.1
Published
3 agencies2026-08-12Open editor
PI — Slip & Fall v1.3v1.3
Published
4 agencies2026-07-02Open editor
PI — Trucking Injury v1.0v1.0
Draft
0 agencies2026-08-20Open editor

Default lead statuses

Applied to new Agencies in this industry

NewAssignedAcceptedContactedQualifiedConsultation ScheduledRetainedNot QualifiedDeclined

Default qualification rules

  • Reject if no injury reported
    Reject
  • Reject if incident older than 2 years
    Reject
  • Flag if claimant already represented by counsel
    Flag
  • Boost score if ER or hospital treatment within 72 hours
    Boost score

Default notification templates

  • Lead assigned to Recipient
    Email

    Updated 2026-07-14

  • New lead SMS alert
    SMS

    Updated 2026-06-30

  • Consumer confirmation
    Email

    Updated 2026-08-02