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| Attorney's Name*: |
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Firm Name: |
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| Phone #: |
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Fax #: |
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| Email*: |
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| Address: |
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City: |
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| Zip: |
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State: |
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| Client's Name: |
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Client's Phone #: |
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Is UM/UIM coverage available? |
Yes
No |
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Limits of UM/UIM: |
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Defendant(s): |
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| Name of Court: |
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Case #: |
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| Client's Insurance: |
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Defendant's Ins.: |
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| Policy Limits: |
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Date of Accident: |
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Is this a Motor Vehicle Accident?
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Yes
No |
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Is this a Worker's Comp Case?
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Yes
No |
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Describe Accident: |
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Describe Injuries Sustained: |
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Describe Medical Treatment: |
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MRI?
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Yes
No |
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Surgery?
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Yes
No
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Fractures?
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Yes
No
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Taken to the Emergency Room?
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Yes
No
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| Length of Hospital Stay : |
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| Still in Treatment? |
Yes
No |
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| Medical Expenses: |
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Lost Wages: |
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| Damage to Car: |
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Settlement Range: |
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| Verdict Range: |
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Plaintiff's Demand: |
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| Defendant's Offer: |
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Lost Wages: |
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Has the Case Been Set for Arbitration?
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Yes
No
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Settlement Conference Set?
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Yes
No
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| Estimated Trial Date: |
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Est. Closure Date: |
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What are the Impediments to Early Settlement?: |
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Do You Have the Following?
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Police/Incident Report:?
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Yes
No
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Demand Letter?
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Yes
No
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Settlement Offer by the Defendant?
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Yes
No |
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| Medical Report? |
Yes
No
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Prior Advances?
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Yes
No
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(if yes, list issuer, date, amount and fees/interest rate): |
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Additional assignments of, and liens upon, the proceeds of the case (e.g., medical liens, other third-party liens, child support, Medicaid, etc) (Attach if necessary): |
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Prior/Subsequent Injuries and/or accidents?
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Yes
No
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(if yes, state the date and describe the injuries): |
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Client Ever Convicted of Felony?
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Yes
No
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(if yes, explain): |
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Client Ever Declared Bankruptcy?
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Yes
No
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(if yes, state date and current status): |
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