Date of accident: _________ Social Security # of Plaintiff _________
Date of birth of Plaintiff: ____________

______ Initial Client Interview

______ fill in P.I. interview worksheet with client to get all relevant information

______ Client signs retainer agreement

______ investigate liability problems in accident

______ letter of representation to defendant insurance co.

______ contact plaintiff doctor, refer client to doctor, and sign medical lien

______ contact insurance company of plaintiff

______ file SR-1 (DMV auto accident report) for Uninsured Motorist,

______ obtain copy of Police Report

_____ obtain witness statements

_____ get pictures of property damage to vehicle

_____ get pictures location of auto accident, and walk through scene of accident with plaintiff

_____ order all medical reports and bills when client finishes treatment

_____ send meds to deft. Ins. Co.

_____ get Loss of Earnings letter/report from plaintiff's employer

_____ substantiate any other losses/damages, including property damage, rental vehicle, etc.

_____ negotiate case

_____ if case settles, prepare disbursement, and negotiate medical liens

_____ prepare and file suit if no settlement

_____ do discovery -interrogs, depo, etc. necessary to prosecute the case.

______ ________________________________________________

______ ________________________________________________