The first 48 hours set the tone for your entire attorney-client relationship. Here's exactly what to communicate during intake.
Immediate (Within 2 Hours)
Welcome & Confirmation
Hi {{firstName}}, thank you for choosing [Firm Name]. Your case is now officially open and I'm personally handling it. I'll be in touch within 24 hours with next steps. In the meantime, please download our app if you haven't already.
Day 1 Communications
App Introduction
Quick tip: The Quilia app is your case headquarters. Use it to log pain levels daily, upload documents, and message me directly. Taking 5 minutes to explore now will help throughout your case.
Document Request
To build the strongest case, please gather: 1) Photos of vehicle damage and injuries, 2) Police report (if available), 3) Insurance information, 4) List of medical providers you've seen. Upload everything to the app.
Day 2 Communications
Treatment Guidance
Important: Please continue all medical treatment your doctors recommend. Gaps in treatment can hurt your case. If you're having trouble getting appointments, let me know - I can help.
Expectations Setting
Here's what to expect: Personal injury cases typically take 6-18 months. I'll update you regularly on progress. Your job is to focus on recovery and keep me informed of any changes.
Key Intake Goals
- Client feels welcomed and confident
- App is downloaded and understood
- Initial documents are requested
- Treatment expectations are set
- Communication cadence is established