Medical Malpractice
Medical malpractice intake software for plaintiff law firms
CaseMetric adds a guided intake path to your existing website, built around how a malpractice firm actually screens a matter — provider, incident, second opinion, and records status — so your team knows what it's looking at before the first call.
Malpractice screening turns on documentation, not just the story
A malpractice inquiry that arrives as “I think my surgeon made a mistake” tells your team almost nothing actionable. Whether the matter is worth an attorney's time depends on facts the visitor was never asked for: which kind of provider, what kind of error, whether anyone else has reviewed the care, and whether the records that would show any of it have been requested.
A claim with no records and no second opinion isn't necessarily weak — at the intake stage, it's mostly unknown. But that distinction only exists if someone asked. Otherwise the firm spends a call finding out there's nothing to review yet.
What the medical malpractice intake actually asks
- ✓Provider type — hospital, physician, specialist, or nursing facility
- ✓Incident type — surgical error, misdiagnosis, birth injury, medication error, and other categories
- ✓Second opinion — whether another provider has already reviewed the care
- ✓Medical records — whether they've been requested, and whether the visitor already has them
- ✓Provider notified — whether the visitor has raised it with the provider or their insurer
- ✓Timing — when the care occurred, so your team can assess the procedural posture
Evidence options are matched to the practice area too — medical records, imaging or lab results, discharge instructions, and written correspondence with the provider, rather than the photos-and-police-report list a personal injury intake would show.
The response window is the same as any other matter
Malpractice claimants shop. In Clio's 2019 Legal Trends Report, 60% of law firms studied failed to respond to an email inquiry at all, and per Martindale-Avvo's 2023 consumer research, over 80% of legal consumers will contact another attorney if they don't hear back within 48 hours. Structured intake doesn't replace your follow-up — it starts the process immediately and gives your team something real to respond to.
Sources: Clio, 2019 Legal Trends Report · Martindale-Avvo, Understanding the Legal Consumer 2023
Attorney review still decides everything
CaseMetric does not assess whether a malpractice claim has merit, and it does not estimate what a matter is worth. It collects structured facts and applies only the routing rules your firm approves. Visitors are told explicitly that submitting an inquiry does not create an attorney-client relationship.
Related
Frequently asked questions
What is medical malpractice intake software?
Medical malpractice intake software collects structured information from a prospective client before the firm's first call — typically provider type, the nature of the incident, whether a second opinion was obtained, and whether medical records have been requested. It differs from generic legal intake because malpractice screening depends heavily on documentation status, not just what happened.
Why can't we use the same intake as personal injury?
The facts that qualify a malpractice matter are different. A personal injury intake asks about police reports, fault, and third-party insurance. A malpractice intake needs provider type, incident type, second opinion status, and whether records exist — asking a malpractice claimant for a police report signals the intake wasn't built for their matter.
Does CaseMetric decide whether a case has merit or what it is worth?
No. CaseMetric collects structured information and applies only the routing or priority rules the firm approves. Attorney review determines whether the firm accepts the matter and any assessment of merit or value.
What questions does the medical malpractice intake ask?
Provider type (hospital, physician, specialist, nursing facility), incident type (surgical error, misdiagnosis, birth injury, medication error, and others), whether a second opinion was obtained, whether medical records have been requested or are available, and whether the provider has been notified.
Is it appropriate for a matter that may be time-barred?
The intake captures when the incident occurred so your team can assess timing, but it does not make any determination about statutes of limitation or repose. That is an attorney judgment, and the intake is explicit with visitors that submitting an inquiry does not create an attorney-client relationship.
Does CaseMetric replace our contact form?
No. It is added alongside your existing contact form as a second, more guided path for visitors who would otherwise leave without reaching out.
See it on your own website first
Enter your firm's URL and watch CaseMetric running on your actual site. No signup, and nothing is added to your website.