PI Case Kit - Personal Injury Paralegal Case Management Templates

Hi, I'm Porsche, the creator of The Paralegal Desk. Welcome!

I'm a personal injury paralegal with 10+ years of hands-on experience managing the many moving pieces that come with a personal injury caseload—from client intake and medical treatment to records and billing, demand preparation, negotiations, litigation, and settlement. I also hold an MBA, and organization, efficiency, and creating practical systems have always been an important part of how I approach my work.

I created The Paralegal Desk because I know what it's like to manage multiple cases while trying to keep track of treatment updates, outstanding records, deadlines, demands, offers, settlement details, and everything in between. Staying organized isn't just about having a pretty spreadsheet—it helps you know where your cases stand and what needs your attention next.

The resources you'll find here are inspired by real personal injury paralegal workflows and designed to be practical, straightforward, and easy to adapt to your own work.

My goal with The Paralegal Desk is to create the kind of organizational tools I would want sitting at my own desk.

The PI Case Kit – Personal Injury Paralegal Case Management Templates is an editable Excel-based organizational toolkit designed to help personal injury paralegals manage important case information from intake through settlement and closing.

Instead of keeping important details scattered across notes, spreadsheets, emails, and reminders, the PI Case Kit provides a structured place to organize and track information throughout the life of a personal injury case.

The kit includes templates for:

• Case Snapshot

• Intake & Case Information

• Medical Treatment Tracking

• Medical Records & Bills Tracking

• Demand Preparation

• Settlement Negotiations

• Litigation Tracking

• Settlement & File Closing

Your purchase also includes a PI Case Kit Quick Start Guide to help you begin using and customizing the workbook for your workflow.

Whether you're a newer personal injury paralegal learning how the pieces of a case fit together or an experienced paralegal looking for a simple organizational tool, the PI Case Kit was created to give you a practical starting point that can be adapted to the way you work.

Digital Download Includes:

Editable Excel Workbook (.xlsx)

PI Case Kit Quick Start Guide (.pdf)

Please Note:

This product is an organizational/educational template, not legal advice. Deadlines, procedures, lien requirements, and settlement practices vary by jurisdiction, court, case, and firm. Verify all dates and requirements independently.