Personal Injury Case Management: Client Intake & Investigation | Milestone 2

Milestone 2 focuses on building a strong foundation from the very beginning of a personal injury case. We’re covering client intake, essential documents, the investigation phase, insurance claims, liability tracking, police reports, the BACE Method, and the systems that help keep everything organized from day one. 00:00 Introduction & Overview 00:47 Mastering Client Intake 01:58 Essential Intake Documents 04:06 Launching the Investigation Phase 04:47 Insurance Claims & Tracking Liability 06:41 Police Reports & Supporting Documentation 08:48 The BACE Method 10:17 Intake Workflow Toolkit 11:08 Decision Desk Scenario Book a career consultation: https://calendly.com/myiastrozier/60min Explore toolkits, guides, and workbooks: https://learn.rpandassociates.org