Personal Injury Intake and Cases
Delgado-Frost Injury Law · Personal injury firm · Memphis, TN
Nadia Petrov is a case manager at a personal injury firm and uses this to return new intakes in a day, chase medical records requests and see which signed cases are ready for a demand. Operational tracking only; it holds no legal advice.
Use this templateBy status
IntakesAuto collision - Marchetti
Slip and fall - Obuya
Auto collision - Nwachukwu
Workplace - Castellano
Auto collision - Hargrove
Product - Lindqvist
Auto collision - Tamura
Slip and fall - Abernathy
Tables
Intakes
8 sample rows · 10 columnsEveryone who called or filled in the form, until the firm signs or declines.
| Intake | Source | Incident type | Received | Status | Call by | Owner |
|---|---|---|---|---|---|---|
| Auto collision - Marchetti | Oct 17, 2026 | New | Oct 18, 2026 | @installer | ||
| Slip and fall - Obuya | Oct 18, 2026 | New | Oct 18, 2026 | @installer | ||
| Workplace - Castellano | Oct 15, 2026 | Screening | Oct 15, 2026 | — | ||
| Auto collision - Hargrove | Oct 13, 2026 | Screening | Oct 16, 2026 | @installer | ||
| Product - Lindqvist | Oct 9, 2026 | Signed | Oct 11, 2026 | — | ||
| Auto collision - Tamura | Oct 6, 2026 | Signed | Oct 8, 2026 | — | ||
| Slip and fall - Abernathy | Oct 3, 2026 | Declined | Oct 5, 2026 | — | ||
| Auto collision - Nwachukwu | Oct 16, 2026 | New | Oct 16, 2026 | — |
Cases
8 sample rows · 15 columnsSigned cases by stage, with medical bills and highest offer.
| Case | Client | Incident type | Stage | Attorney | Case manager | Opened |
|---|---|---|---|---|---|---|
| Tamura collision | Haruki Tamura | Treatment | Rosario Delgado-Frost | Nadia Petrov | Oct 9, 2026 | |
| Lindqvist product claim | Ingrid Lindqvist | Investigation | Ambrose Quillfeather | Nadia Petrov | Oct 10, 2026 | |
| Brennan collision | Caoimhe Brennan | Records and bills | Rosario Delgado-Frost | Nadia Petrov | May 31, 2026 | |
| Okafor workplace injury | Chidi Okafor | Demand | Ambrose Quillfeather | Nadia Petrov | Mar 22, 2026 | |
| Vasquez slip and fall | Elena Vasquez | Negotiation | Rosario Delgado-Frost | Nadia Petrov | Dec 22, 2025 | |
| Ashworth collision | Desmond Ashworth | Litigation | Rosario Delgado-Frost | Nadia Petrov | Jun 25, 2025 | |
| Pemberton collision | Rosalind Pemberton | Resolved | Ambrose Quillfeather | Nadia Petrov | Aug 24, 2025 | |
| Mbeki slip and fall | Tendai Mbeki | Treatment | Ambrose Quillfeather | Nadia Petrov | Aug 19, 2026 |
Records requests
9 sample rows · 10 columnsMedical records and bills requested from each provider.
| Records request | Case | Provider | Requested | Bills | Status | Follow up by |
|---|---|---|---|---|---|---|
| Emergency room records - Tamura | Tamura collision | Riverbend Regional Hospital | Oct 12, 2026 | $4,200 | Requested | Oct 14, 2026 |
| Orthopedic records - Tamura | Tamura collision | Calder Orthopedic Associates | Oct 13, 2026 | $1,850 | Requested | Oct 17, 2026 |
| Imaging records - Brennan | Brennan collision | Ironwood Imaging Center | Sep 18, 2026 | $1,100 | Received | Oct 2, 2026 |
| Physical therapy records - Brennan | Brennan collision | Cedarline Physical Therapy | Sep 23, 2026 | $2,300 | Chased | Oct 16, 2026 |
| Primary care records - Okafor | Okafor workplace injury | Lakeshore Family Medicine | Jun 20, 2026 | $640 | Received | Jul 10, 2026 |
| Surgery records - Okafor | Okafor workplace injury | Summit Surgical Group | Jun 10, 2026 | $9,800 | Received | Jun 30, 2026 |
| Emergency records - Mbeki | Mbeki slip and fall | Riverbend Regional Hospital | Sep 28, 2026 | $3,100 | Requested | Oct 21, 2026 |
| Chiropractic records - Vasquez | Vasquez slip and fall | Elmgate Chiropractic and Wellness | Feb 10, 2026 | $1,450 | Received | Mar 2, 2026 |
| Initial records - Lindqvist | Lindqvist product claim | Pinecrest Urgent Care | Oct 17, 2026 | $0 | To request | Oct 18, 2026 |
Offers
6 sample rows · 6 columnsOffers and counter-offers from insurers, case by case.
| Offer | Case | Insurance carrier | Amount | Offered | Response |
|---|---|---|---|---|---|
| First offer - Vasquez | Vasquez slip and fall | Northgate Mutual | $18,000 | Jun 20, 2026 | |
| Second offer - Vasquez | Vasquez slip and fall | Northgate Mutual | $31,000 | Aug 4, 2026 | |
| Third offer - Vasquez | Vasquez slip and fall | Northgate Mutual | $42,500 | Sep 18, 2026 | |
| Offer - Ashworth | Ashworth collision | Cascade Casualty | $65,000 | Apr 1, 2026 | |
| Offer - Pemberton | Pemberton collision | Harbor Mutual | $54,000 | Dec 22, 2025 | |
| Opening offer - Okafor | Okafor workplace injury | Summit Surety | $22,000 | Oct 10, 2026 |
Also included
- Start screening
- Mark signed
- Mark declined
- Move to demand
- Mark resolved
- Mark requested
- Mark received
Related templates
- Accounting firmVineholt Harbor CPA4 tables · 6 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agentClient portals
- Engineering consultancyJessamine Ridge Engineering4 tables · 5 views · 1 form · 2 dimension sets · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentForms
- HR consultancyQuillmoor Ridge HR Partners4 tables · 6 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agentClient portals
- Immigration law practiceBayou Crossing Immigration Law5 tables · 7 views · 2 forms · 3 dimension sets · 1 portal · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentClient portals
- Management consultancyLanternhill Springs Advisory3 tables · 4 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentForms
- Payroll serviceVelvetmoor Springs Payroll4 tables · 6 views · 2 forms · 1 dimension set · 1 drill-down · 1 digest · 1 stage rule set · 1 agentForms