Initial intake typically involves documenting the incident, obtaining preliminary medical records, and assessing potential defendants and insurance coverage. In the United States, counsel often screens cases for legal merit and feasibility, considering statutes of limitations that vary by state—commonly from one to six years depending on the claim type. Fee arrangements are discussed early: contingency agreements may cover attorney fees as a percentage of recovery and often spell out how out-of-pocket costs will be advanced and repaid. Fee agreements must comply with state bar regulations and usually require client signatures and clear explanation of financial terms.

Case assessment commonly includes estimating economic losses such as medical expenses and lost earnings, and non-economic losses like pain and suffering. Attorneys may use medical records, wage statements, and billing summaries to quantify damages. For economic calculations, practitioners may consult vocational specialists or use standard multiplier approaches as a preliminary gauge; these methods vary and are not definitive. Clients should be informed that projections often change as evidence develops, and fee agreements may address when fee percentages change if a case proceeds to litigation versus settling early.
Contingency arrangements can vary by firm size, geographic location, and complexity. Some agreements provide tiered percentages that increase if a case requires filing suit or trial; others maintain a single percentage with separate provisions for expenses. Additionally, retention agreements commonly include a provision for client decision-making on settlement offers and may outline what happens if the client terminates the relationship. Ethical rules in most U.S. jurisdictions require that fee arrangements be reasonable and disclosed in writing.
Practical considerations during intake include conflict checks, verifying insurance coverage, and advising clients to preserve evidence and records. Attorneys often recommend obtaining continuous medical care documentation and authorizations for record retrieval to prevent gaps. While intake does not guarantee case outcome, a structured assessment helps define likely timelines and resources needed. Readers may expect that early transparency about fees, potential costs, and likely procedural steps can inform choices about proceeding.