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Documents
Location: Dashboard > Documents > Prospective Client

Our document library contains prospective client and current client files.

Document Files

Case Intake Form (pdf)
PDF case intake sheet for potential or current clients. Please be as descriptive as possible and include all pertinent information concerning the subject/claimant.
Filesize: 24.7 kB

Case Intake Form (word)
Fillable word document case intake sheet for potential or current clients. Please be as descriptive as possible and include all pertinent information concerning the subject/claimant.
Filesize: 206 kB

Client Contract
Example of our case contract. Any prices herein do not apply to any case work, they are only for example purposes.
Filesize: 63.5 kB

Confidentiality Agreement
Agency confidentiality agreement.
Filesize: 18.1 kB

HIPAA Authorization
Generic HIPAA form. Clients can provide their own forms. Fillable pdf document. (Health Insurance Portability and Accountability Act (HIPAA) of 1996.
Filesize: 128 kB

ICC Form
Independent contractor claim interview form. Fillable word document.
Filesize: 88.5 kB

Mass MV Accident Form
Massachusetts motor vehicle accident form. PDF fillable. RMV document.
Filesize: 243 kB

Terms of Service
Please download and throughly read our TOS.
Filesize: 23.3 kB


Investigative Needs for the Insurance Industry and Public