Personal Injury Law New Client Onboarding

---
name: personal-injury-law-new-client-onboarding
description: |
  Onboard clients injured in accidents or through negligence smoothly into a personal injury solicitor's service in a law firm.
  TRIGGERS - Use when a personal injury solicitor needs a new client onboarding pack for clients injured in accidents or through negligence in a law firm.
category: Personal Injury Law
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Personal Injury Law

Onboard clients injured in accidents or through negligence smoothly into a personal injury solicitor's service in a law firm. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a personal injury solicitor working with clients injured in accidents or through negligence in a law firm.

## When to use
- You are a personal injury solicitor preparing, delivering or reviewing this part of your work in a law firm.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Limitation | the legal deadline for starting a claim |
| Schedule of loss | a document listing the financial losses claimed |
| Liability | legal responsibility for the injury |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from claim files
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on claim settlement values will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to a law firm, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or limitation deadlines missed

## Profession-Specific Components
| Component | Details for Personal Injury Law |
|-----------|-------------------------------|
| Core documentation | claim files; medical evidence; loss schedules; settlement records |
| Core tools & equipment | case management systems; medical reporting portals; costs software; rehabilitation networks |
| People involved | clients injured in accidents or through negligence; the personal injury solicitor; colleagues and other services in a law firm |
| Primary record | claim files — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in a law firm] | **Objective:** [What this must achieve] | **Audience:** [clients injured in accidents or through negligence and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in claim files.
2. **Short-term:** Complete the workflow steps and record outcomes against claim settlement values.
3. **Medium-term:** Review results, close actions, and update local procedures in a law firm.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| claim settlement values | Agree a local target and track the trend | Measured from claim files and reviewed on a set cycle |
| case duration | Agree a local target and track the trend | Measured from claim files and reviewed on a set cycle |
| rehabilitation access speed | Agree a local target and track the trend | Measured from claim files and reviewed on a set cycle |
| client satisfaction | Agree a local target and track the trend | Measured from claim files and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: limitation deadlines missed.
- Never let this happen: evidence lost.
- Never let this happen: under-settlement of claims.
- Work only within the competence and authority of a personal injury solicitor; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to a law firm's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A personal injury solicitor in a law firm applies this workflow for clients injured in accidents or through negligence: they open
claim files, work through the five steps using case management systems, and close by recording
the outcome against claim settlement values and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)