From IPE: Top Ten Practice Tips For Paralegals: Automobile Accidents

Schedule the initial client meeting, whenever possible, at the home of the injured person where they are most comfortable and feel in control.

At the initial meeting, complete a comprehensive personal injury questionnaire. These forms generally run four to ten pages in length. Having a form to follow at the interview avoids failing to get some critical information.

After being retained by the client, immediately notify the liability insurance carrier, promise cooperation and information and then live up to it. Without medical and wage loss information, the liability carrier cannot set reserves and settlement is delayed. Treat the claims person respectfully; they have the checkbook.