The Personal Injury Playbook - Case Manager's Edition

The practical guide every personal injury case manager needs-from the first client call through final settlement.

Personal injury law firms depend on case managers to keep files moving, clients informed, treatment coordinated, records organized, liens identified, and critical deadlines from slipping through the cracks. Yet most case managers receive little formal training for the complex operational, ethical, and medical-legal responsibilities they handle every day.

The Personal Injury Playbook: Case Manager's Edition provides a structured, practical roadmap for managing personal injury files from intake to settlement. Written specifically for case managers working inside PI law firms, this book explains what the case manager owns, what must be escalated to the attorney, and how disciplined workflows protect both the client and the value of the claim.

Readers will learn how to:

• Conduct effective intake and build a complete initial file
• Communicate with clients while managing expectations professionally
• Track treatment, records, bills, referrals, and interruptions in care
• Recognize medical, legal, ethical, and liability red flags
• Monitor statutes of limitations and critical case deadlines
• Identify and track provider, Medicare, Medicaid, ERISA, and other liens
• Prepare treatment chronologies and support demand-package development
• Document wage loss, household services, and non-economic damages
• Coordinate with adjusters, investigators, experts, and medical providers
• Support settlement negotiations without crossing into legal advice
• Assist with disbursement, lien resolution, file closure, and long-tail obligations
• Use automation and case-management technology to improve consistency and accountability

Throughout the book, the fictional Reyes File follows a personal injury matter from first contact through settlement, demonstrating how experienced case managers identify issues, document facts, escalate concerns, and keep the file progressing.

The book also includes practical checklists, worksheets, scripts, logs, and workflow tools that firms can adapt for onboarding, training, quality control, and daily case management.

Whether you are a new case manager learning the role, an experienced professional refining your systems, or a law firm building a more consistent training program, The Personal Injury Playbook: Case Manager's Edition offers the operational framework needed to manage files with greater confidence, discipline, and professionalism.