INITIAL CONTACT INFO

Full Legal Name

Date of Intake

Time of Intake:

Phone Number

Source / Referral

ACCIDENT DETAILS

Date of Accident:

Time of Accident:

Statute of Limitations:

Location of Accident:

Purpose of Trip: (from and to?)

Type of Accident:

Accident Description

How many Vehicles Involved:

Type of Vehicles (Car, Truck, Commercial, Government, etc.)

Number of Passengers in Vehicle

Anyone under the influence?

Yes

If Yes, Who?

Police Report Number

Name of Agency:

Name of Officer

Badge Number

Scene Photos Available?

Yes

INJURY & TREATMENT INFO

Type of Injury:

Health Insurance Provider

Member ID(s)

Treatment Status

CLIENT PERSONAL INFO

Address *

Street Address

City

State

Postal code

Date of birth

Driver’s License Number

Social Security Number

Sex:

Preferred Language

Marital Status:

Occupation:

Employer Name

Salary or Hourly Wage

Estimated Wage Loss

Emergency Contact Name

Emergency Contact Phone

Emergency Contact Email

CLIENT VEHICLE INFORMATION

Make / Model

Client Vehicle Color

Client Vehicle Year

Registered Owner:

Is the Vehicle Drivable?

Yes

Location of Vehicle:

License Plate Number

VIN Number

Auto Insurance Company:

Policy Number

Claim Number

Liability Limits:

Med-Pay:

UM/UIM:

Collision Deductible:

Rental Coverage

Yes

UM Property Damage:

BI Adjuster Name:

BI Adjuster Phone No:

BI Adjuster Email:

BI Adjuster Fax

PD Adjuster Name:

PD Adjuster Phone:

PD Adjuster Email:

PD Adjuster Fax:

Description of Damages:

Photos Available?

Upload Photos Available

Liability Accepted?

PASSENGER INFORMATION

Passenger Legal Name:

Passenger Driver’s License1 or ID Number

Passenger Phone No

Passenger Email

Passenger Address

Passenger City

Passenger State:

Passenger Date of Birth

Passenger Marital Status

Social Security Number

Passenger Injuries

Passenger Treatment / Diagnosis

Retained by Attorney?

ADDITIONAL NOTES

Anything else we should know?

DEFENDANT INFORMATION

Defendant Name

Witness Phone Number

Defendant Address:

Defendant City:

Defendant State:

DOB

Vehicle: Year/Make/Model/Color

Defendant Vehicle Color

Defendant Vehicle Year

Defendant License Plate

Defendant VIN

Defendant Adjuster Name

Defendant Adjuster Phone

Defendant Adjuster Fax

Defendant Adjuster Email

Defendant Adjuster Address

Defendant Adjuster City

Policy Limits:

Defendant Adjuster State

DEFENDANT INSURANCE INFO

Auto Insurance Company Name

Policy Number

Claim Number

Medical Malpractice

Worker's Comp

Social Security / Disability

Nursing Home Abuse

Employment Discrimination

Family Law

Immigration Law

Criminal Defense Law

Lemon Law

Medical Malpractice

Patricia A. Law and Associates - (951) 683-8320 - [email protected]

Richard R. Rohde Esq - (626) 593-5786 - [email protected]

Worker's Comp

Robert C. Eckl - (909) 945-5576 - [email protected]

Social Security / Disability

Robert C. Eckl - (909) 224-8634 - [email protected]

Nursing Home Abuse

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Employment Discrimination

Legal Aid Society of San Bernardino - (909) 889-7328

Family Law

Johnson and Shinton - (909) 758-5888 - [email protected]

Zamora Law Boutique - (760) 289-5733 - [email protected]

Linda Roberts-Ross - (951) 682-8886

Immigration Law

US Law Center- Sanjay Sobti - (961) 524-7117 - [email protected]

Criminal Defense Law

Zamora Law Boutique - (760) 289-5733 - [email protected]

Linda Roberts-Ross - (951) 682-8886

Lemon Law

Zamora Law Boutique - (760) 289-5733

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