> For the complete documentation index, see [llms.txt](https://help.paxton.ai/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paxton.ai/help/resources-by-practice-area/personal-injury.md). # Personal Injury From intake to settlement: medical-record review, demand letters, damages analysis, and deposition prep — built around the workflows plaintiff and defense PI firms actually run. Paxton ships dedicated **Medical Chronology** and **Billing Summary** tools for PI work, in addition to everything available in the AI Assistant. **The PI playbook in one line** Upload intake forms, police reports, medical records, and bills → run the *Medical Chronology* and *Billing Summary* tools → draft a demand letter in the AI Assistant grounded in both. Most PI attorneys cut drafting time by 50–70 % within the first week. ## Dedicated PI tools Two parts of the PI workflow are heavy enough that Paxton ships dedicated, purpose-built features for them — separate from the general AI Assistant. Use these when you want a structured, repeatable output rather than prompting the Assistant from scratch. ### Medical Chronology Upload your client's medical records and Paxton generates a structured chronology — every visit, provider, diagnosis, and treatment, organized by date and ready to review. * Pulls from records of any volume — including scanned PDFs (OCR'd automatically) * Organizes by date with provider, setting, diagnosis, and treatment * Surfaces pre-existing conditions, treatment gaps, and causation language * Editable and exportable as .docx ### Billing Summary Upload medical bills and Paxton produces an organized billing summary — providers, charges, totals — formatted for use in a demand letter or settlement memo. * Aggregates charges across providers and visits * Categorizes by treatment type (ER, hospital, surgical, PT, imaging, etc.) * Calculates running totals so the damages backbone is ready to drop in * Editable and exportable as .docx **When to use the dedicated tools vs. the Assistant** The Medical Chronology and Billing Summary tools are optimized for these specific outputs and are the right starting point on every PI matter. Use the AI Assistant on top of them — for analysis, deposition prep, demand-letter drafting, custom queries, and follow-up questions about the chronology you've already generated. ## Recommended workflow 1. **Open a Matter at intake.** Put the basic facts (incident date, mechanism, primary injuries, defendant info, insurer, statute of limitations date) in Matter Context. 2. **Upload everything you have:** intake form, police report, medical records and bills, photos, employer wage-loss documentation, prior medical records (if discoverable), and any recorded statements. 3. **Generate the Medical Chronology** using the dedicated tool. Review the output, confirm the flagged items with your client, and export. 4. **Generate the Billing Summary** from the same matter. This is your damages backbone — providers, charges, and totals ready to drop into a demand letter. 5. **Draft the demand letter in the AI Assistant**, with the chronology and billing summary attached. The Assistant ties them together with the liability story from the police report and the non-economic narrative from the intake. 6. **For deeper analysis or follow-on work** — deposition prep, causation arguments, opposing-side weaknesses — keep working in the Assistant. With *Sources* on, you can pull controlling tort and damages law into your conversation. 7. **If suit is filed, move into litigation workflows** — see [Litigation](broken://pages/927a0a05bfd0870d0d6d0ce18c3eefe9a21a9706). ## Sample prompts Use these in the AI Assistant once the Medical Chronology and Billing Summary are generated. They're built to leverage the structured outputs from the dedicated tools. ### Custom chronology view For when you want a non-standard format — e.g., grouped by body part or zoomed in on a specific window of treatment. Attach the Medical Chronology export plus the underlying records. The attached Medical Chronology covers \[Client]'s treatment from \[start date] to \[end date]. Regenerate it grouped by body part rather than by date. For each body part, list every visit, provider, diagnosis, and treatment. Flag any body part with treatment gaps over 60 days or with pre-incident records. ### Demand letter from intake + records Using the attached intake form, police report, Medical Chronology, and Billing Summary, draft a demand letter to \[insurer]. Include: (1) **Liability** — state the operative facts with citations to the police report; (2) **Injuries & treatment** — pull from the Medical Chronology; (3) **Economic damages** — use the Billing Summary totals for medicals; add lost wages from \[W-2 / pay stubs] and future medicals if recommended; (4) **Non-economic damages** — pain, suffering, loss of enjoyment, with a narrative supported by the chronology; (5) **Demand** — $\[amount] in policy limits. Tone: professional, firm, persuasive. Set a 30-day response deadline. ### Spot the weaknesses Attach the Medical Chronology, Billing Summary, and intake. You are now defense counsel for the insurer. Read the attached Medical Chronology, Billing Summary, and intake. Identify every weakness in our PI claim — gaps in treatment, prior injuries to the same body part, causation issues, contributory-negligence facts, billing irregularities or unrelated charges, social-media or surveillance concerns suggested by the file. List them in order of severity and suggest mitigation strategies for each. ### Liability analysis Apply \[State] tort law to the facts in the attached police report and incident statements. Identify the elements of negligence we must prove, the supporting facts for each element, and any contributory- or comparative-negligence issues. Cite \[State] case law (Bluebook 21st). ### Policy analysis Analyze the attached insurance policy. Identify: (1) the coverage limits applicable to bodily injury, (2) all relevant exclusions and conditions, (3) any reservations of rights or coverage disputes flagged in carrier correspondence, (4) any UM / UIM coverage we should be pursuing. Output as a structured memo. ### Deposition prep for treating physician Draft a deposition outline for \[Treating Physician], whose records are attached. Goals: establish (a) the diagnosis, (b) causation tied to the incident, (c) reasonableness and necessity of treatment, (d) prognosis and future care needs, (e) permanency where applicable. Anticipate cross on pre-existing conditions and treatment gaps; pre-empt with friendly questions on direct. ## Example workflow: intake to demand in one day 1. Sign client → intake form scanned to Matter. 2. Order police report → upload to Matter when received. 3. Records requests sent. As records arrive, upload each batch into the Matter. 4. Run the **Medical Chronology** tool; review and confirm flags with client. 5. Run the **Billing Summary** tool; verify the totals against the bills. 6. Open the AI Assistant with the chronology, billing summary, and intake attached. Run the demand letter prompt; review carefully, especially the damages narrative. 7. Edit, finalize, send. {% hint style="info" %} **Tip: keep updating Matter Context** As you learn more (the insurer reserves rights, a treater goes on leave, a witness recants), add it to Matter Context. Every subsequent prompt benefits. {% endhint %} ## What to verify carefully * **Treatment dates and providers** in the Medical Chronology — confirm against the source records before relying on it in a demand letter. * **Billing Summary totals** — sanity-check against the underlying bills; flag any unrelated charges (e.g., prior or unrelated treatment) that shouldn't be included in damages. * **Diagnosis codes and ICD references** — Paxton will identify these but cross-check on medically complex cases. * **Wage-loss math** — verify the arithmetic against pay stubs and W-2s. * **Statute of limitations** — calculate independently; never rely solely on an AI date check. {% hint style="info" %} **HIPAA-compliant — but stay disciplined** Paxton is HIPAA-compliant and your records stay private and unused for training. That doesn't relax your own intake protocols around authorization, scope of representation, and protected health information. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.paxton.ai/help/resources-by-practice-area/personal-injury.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.