Books, training, and resources for the personal injury practice ecosystem.
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IP Injury Playbook Medical-Legal Practice Library

The Personal Injury Playbook: Case Manager’s Edition

For personal injury case managers, care coordinators, and case management teams.

The Personal Injury Playbook: Case Manager’s Edition book cover
Coordinating care, documentation, and communication across the PI case lifecycle.

The Personal Injury Playbook: Case Manager’s Edition is a practical field guide to personal injury case management — the work of running the file between intake and settlement. It is written for the case manager who knows, without looking, whether the client made it to physical therapy this month, and who holds the case together when no attorney can touch every file every week.

It is a role built largely on the job, with little written for it — and this book fills that gap. From first contact through disbursement, it covers the full case lifecycle: intake and file setup, client communication and expectations, coordinating treatment and spotting red flags, medical records and treatment chronologies, liens and letters of protection, building the demand package, and negotiation and closure.

Grounded in a recurring, realistic case example and packed with checklists, scripts, and escalation matrices, it gives case managers a dependable playbook for moving files forward, protecting the client, and knowing exactly where the line falls between their role and the practice of law.

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