The Personal Injury Playbook - Case Manager's Edition: From Intake to Settlement in the PI Law Firm

By Matthew M. Rhodes

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 fileCommunicate with clients while managing expectations professionallyTrack treatment, records, bills, referrals, and interruptions in careRecognize medical, legal, ethical, and liability red flagsMonitor statutes of limitations and critical case deadlinesIdentify and track provider, Medicare, Medicaid, ERISA, and other liensPrepare treatment chronologies and support demand-package developmentDocument wage loss, household services, and non-economic damagesCoordinate with adjusters, investigators, experts, and medical providersSupport settlement negotiations without crossing into legal adviceAssist with disbursement, lien resolution, file closure, and long-tail obligationsUse 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.

• Format: Paperback
• Language: English
• ISBN: B0H8XRVXPT
• ISBN13: 9798187368297
• Release Date: July 2026
• Publisher: Independently Published
• Length: 286 Pages
• Weight: 0.85 lbs.
• Dimensions: 0.6" x 6.0" x 9.0"