Workers' Compensation Intake: What Attorneys Need to Know
Design intake processes that capture the specific information needed to evaluate and litigate workers comp claims.
Workers' compensation cases have unique intake requirements that differ from other personal injury matters. The no-fault nature of the system, the involvement of state administrative agencies, and the specific benefits structure all require targeted information gathering during the initial client contact. A well-designed intake process allows attorneys to quickly evaluate whether the case has merit and what benefits the client should be receiving.
Essential Workers Comp Intake Information
Your intake form should capture the employer's name, address, and workers' compensation insurance carrier. Document the date and circumstances of the injury in detail, including the specific body parts affected and any witnesses. Determine whether the injury was reported to the employer and whether a claim was filed. If benefits are currently being paid, note the amount and type, including medical, temporary disability, and permanent disability. If the claim was denied, obtain the denial letter and stated reasons.
Additional critical information includes the client's employment history with the current employer, job description and physical requirements, any prior injuries to the same body parts, current treating physicians, and whether the employer has offered modified or light-duty work. The interplay between current injuries and pre-existing conditions is often the most contested aspect of workers' compensation claims, so capturing a complete medical history at intake gives the attorney the information needed to anticipate and address this issue from the outset.