Casey Strategic Prompts - Personal Injury

Casey is designed to support you at every stage of a personal injury case. From the moment a new client walks in through trial preparation, Casey reads your medical records, bills, and case documents to surface the insights you need — fast.

The Case Lifecycle with Casey

Stage	What Casey Does
1. Case Intake	Screens viability, identifies red flags, summarizes initial records
2. Records Review	Organizes providers, timelines, diagnoses, and treatment summaries
3. Case Strategy	Analyzes strengths, weaknesses, causation, and permanency
4. Demand Preparation	Extracts value drivers for demand preparation
5. Insurance Negotiation	Provides real-time data points for negotiation leverage
6. Discovery and Pleadings	Drafts interrogatory answers, identifies record gaps
7. Deposition Prep	Generates direct and cross-examination questions from records
8. Mediation / Trial Prep	Produces mediation and arbitration statements, case summaries

Prompting Best Practices

Use the formula: "[Action] with [specific details] in [desired format]."

Be specific — The more targeted your question, the more precise Casey's answer. Instead of "Summarize medicals," try "List all imaging studies with body part and date."
Ground in evidence — Always reference "the medical records" or "the case file" so Casey pulls from your uploaded documents.
Iterate freely — Follow up with "expand on...", "summarize in one paragraph", or "reformat" to dial in the output. Casey retains context within a conversation.
Request structure — Ask for tables, bullet points, or chronological order to get output ready to paste into work product.
You make the legal call — Casey delivers the factual analysis. Legal strategy and judgment are yours.

1. Case Intake and Initial Assessment

When a new case comes in, Casey helps you quickly screen for viability and understand what you're working with before committing resources.

Recommended prompts:

Based on the medical records, what are the strengths and weaknesses of this case?
Pull all red flags from the records.
What is the mechanism of injury that caused this incident?
Are there any pre-existing conditions documented prior to the incident date?
Summarize the initial ER visit or first treatment encounter.
Based on the records, does this case appear to involve soft tissue only, or are there objective findings?
Is there any indication of comparative fault or contributory negligence in the records?

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2. Medical Records Review and Organization

Once you have records uploaded, Casey becomes your medical records analyst — organizing providers, timelines, diagnoses, and billing into structured output you can use immediately.

Recommended prompts:

List all medical providers with first date of treatment, last date of treatment, and a brief summary of treatment provided.
Provide a list of all medical providers/medical orgs with dates of treatment and amount of the total bill. Put these in chronological order.
List all medical doctors that treated the client and their diagnosis and findings.
List all dates of service with each facility in chronological order.
List all diagnoses with corresponding providers.
List all objective findings of injury from the medical records.
Summarize all imaging events with corresponding date, body part, and provider.
Identify all surgical procedures and their outcomes.
Create a chronological treatment timeline from first visit to most recent.
Are there any duplicate or overlapping records from different providers?

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3. Case Strategy and Analysis

Build your litigation strategy by having Casey identify the strongest and weakest elements of your case, evaluate causation, and assess permanency — all from the record.

Strengths and weaknesses

How could we overcome the weaknesses based on the medical records?
Are there any conflicting findings or causation issues that could weaken the claim?
What evidence supports permanency of injury?
What arguments could the defense make based on gaps or inconsistencies in the records?
Identify any records that contradict the client's reported symptoms.

Causation and mechanism of injury

Based on the accident description and records, is the mechanism of injury consistent with the documented injuries?
Are there any references to pre-existing conditions or degenerative findings?
List all providers that clearly linked injury to the accident.
Did any provider attribute the injuries to something other than the incident?
Summarize all causation opinions stated in the medical records.

Treatment compliance and gaps

Based on the medicals, does it appear there were any gaps in treatment?
Does it appear the patient is following recommended treatment?
List all providers and treatment dates to visualize continuity of care.
Identify any missed appointments or discontinued therapies.
Were there any referrals made that the patient did not follow through on?

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4. Demand Preparation

When building your demand package, Casey extracts the evidence that supports maximum case value and surfaces the data points you need.

Recommended prompts:

What are the best value drivers to negotiate with an insurance company?
Provide all objective findings of injury.
Provide all statements about pain and suffering.
Are there any permanent injuries mentioned?
Was the client put out of work by a medical provider?
What effect did this have on the client's life?
Pain scores in chronological order.
Findings of the MRI.
Provide all diagnoses.
Summarize total medical specials by provider category (ER, surgery, PT, imaging, etc.).
What daily activities did the client report being unable to perform?

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Tip: You can also have Casey draft a demand letter using your tone and style by pasting a demand letter that serves as a good example, and asking Casey to replicate.

Prompt: Below is a demand letter written from a previous case. Write a demand letter using this as a template:

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5. Insurance Negotiation

During live negotiations, use Casey to pull specific data points in real time. Have Casey open alongside your call to quickly find the evidence you need to counter an adjuster's position.

Recommended prompts:

What are the best value drivers to negotiate with an insurance company?
Provide all objective findings of injury.
Provide all statements about pain and suffering.
Are there any permanent injuries mentioned?
Was the client put out of work by a medical provider?
Summarize all evidence of future treatment needs or ongoing care recommendations.
What is the total amount of medical bills across all providers?
List all providers who documented the client's inability to return to normal activities.
Are there any life care plan recommendations or long-term prognosis statements?

Pro tip: Keep Casey open during calls with adjusters. When they push back on value, you can instantly pull objective findings, permanency language, or pain and suffering statements directly from the records to counter their position.

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6. Discovery and Pleadings

Once in litigation, Casey helps you prepare discovery responses, analyze pleadings, and identify inconsistencies the opposing side may exploit.

Recommended prompts:

List all permanent injuries.
List all inconsistencies in the medical records.
Provide a list of all medical providers.
Provide a list of all medical organizations.
Draft interrogatory answers based on the medical records and case facts.
Identify all records that reference the incident and summarize what each says.
Are there any records that could be used to undermine the client's credibility?
Summarize the client's reported symptoms at each visit in chronological order.

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7. Deposition Preparation

Casey can draft deposition questions for your own experts and cross-examination strategies for defense experts — all grounded in the actual medical record.

Direct examination of your medical expert

Provide a list of questions to ask our expert Dr. [Name]. Include information about mechanism of injury, whether treatment was causally related to the collision, whether it was fair and reasonable, and any determination of permanent injury.
What objective findings from the records support our expert's anticipated opinions?
Draft questions that walk through the treatment timeline chronologically for our expert.
What records should our expert specifically reference during testimony?

Cross-examination of defense medical expert

Provide a list of cross-examination questions for the defendant's expert Dr. [Name]. Include all medical records that should have been reviewed but were left out, any statements conflicting with the medical records, and anything the expert got wrong based on the full record.
What records did the defense expert fail to consider in their report?
Identify every statement in the defense report that contradicts the treating physician records.
What questions would expose bias or incomplete analysis in the defense expert's conclusions?

Client deposition prep

Summarize the key facts from the records that the client should be prepared to discuss.
What inconsistencies exist between the client's reported history and the medical records?
List all dates and providers the client visited so they can review their treatment history.

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8. Mediation, Arbitration, and Trial Preparation

In the final stages, Casey helps you build compelling narratives and summaries for mediators, arbitrators, or trial presentation.

Recommended prompts:

Summarize the full case narrative from incident through current treatment status.
What are the three strongest arguments for maximum value in this case?
Create a damages summary including medical specials, lost wages evidence, and pain and suffering documentation.
Draft a closing argument outline based on the key evidence in the medical records.
What exhibits from the medical records would be most impactful for a jury?

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Questions? Reach out to your LawPro.ai account team for personalized training and support.