💼 Paralegal Pocketbook

You run the office. This book has your back.

You don’t need more chaos. You need clean templates, clear answers, and a boss-babe game plan that makes you look like you have it all together—even when the copier’s jammed, three attorneys are talking at once, and the client just showed up 45 minutes early.

Paralegal Pocketbook gives you 77 real-world forms used in a high-volume personal injury law firm, written by a veteran Executive Director and managing paralegal who’s been in the trenches (and still wears heels). These are not generic templates. They're the forms that kept the whole place running.

What’s Inside?

🗂️ 77 Editable Templates – from intake to close
📝 Client-Facing Letters & Forms – polished, professional, and easy to customize
🧠 Designed with Paralegals in Mind – because you know better than anyone what the lawyers forgot

Who It’s For:

👩‍💼 Women working in legal support roles who are tired of piecing things together from Google
👠 Paralegals who want to step into leadership and build systems that actually work
📚 New paralegals who want to learn fast without asking a million questions
🔥 Legal professionals who know they’re the glue holding it all together

Why You’ll Love It:

Because it saves time, makes you look good, and helps you hold the whole operation down without breaking a sweat (or breaking a nail).

Professional doesn’t have to mean boring.
Let’s run the office like we own it.

Buy Now!

Forms are based on Washington state PI practice. Most are adaptable to other jurisdictions; some references (Mahler, Thiringer, IFCA) are WA-specific.

Table of Contents: PIP & PD FORMS 1.Auto 1 PIP & PD - Representation Letter 2.Auto 1 PIP & PD - Auto Policy Request 3.Auto 1 PIP - Fix Provider Short-Pay 4.Auto 1 PIP - Medicare Status 5.Auto 1 PIP - Pay OOPs, receipts attchd 6.Auto 1 PIP - Pay Wage Loss 7.Auto 1 PIP - Pay Household Services 8.Auto 1 PIP - Household Services Form 9.Auto 1 PIP - Demand for Coverage - No Waivers 10.Auto 1 PIP - IME Response 11.Auto 1 PIP - Final Ledger + Exhaustion Lttr Request 12.Auto 1 PIP - Reduce – Mahler 13.Auto 1 PIP - Reduce – Thiringer 14.Auto 1 PD - Don't Subro 15.Auto 1 PD - Total the Car 16.Auto 1 PD - Pay Shop (Repairs) 17.Auto 1 PD - Mid-repair Dispute 18.Auto 1 PD - Mid-repair Dispute (modified) 19.Auto 1 PD - Invoke Appraisal 20.Auto 1 PD - Re-Repair Demand 21.Auto 1 PD - Pay DV bc Car is Total Loss SUBROGATION FORMS 22.Auto 1 Subro - Reduce – Averill 23.Auto 1 Subro - Averill Follow Up 24.Auto 1 Subro - Reduce – Daniels 25.Auto 1 Subro - Waive - Daniels, Sherry IFCA FORMS 26.IFCA - Direct PD Subrogation 27.IFCA - Pay Completed Repairs 28.IFCA - Re-Repair Denial 29.IFCA - Averill Fees Denied 30.IFCA - UIM DV Excluded 31.IFCA - UIM LOU Excluded UIM FORMS 32.Auto 1 UIM - Representation Letter (BI PD) 33.Auto 1 UIM - Cover Rental & LOU 34.Auto 1 UIM - Winters fees &/or counteroffer 35.Auto 1 UIM - Hamilton Waiver Request HEALTH FORMS 36.Health (Apple Health, Med Advantage) - Representation Letter 37.Health (Commercial) - Representation Letter 38.Health - PIP exhausted, health primary 39.Health - Accept Winters fees offset 40.Health Subro - Reduce – Mahler 41.Health Subro - Reduce – Thiringer 3rd PARTY FORMS 42.Auto 3 BI & PD - Representation Letter 43.Auto 3 BI - Status Update 44.Auto 3 BI - Medicare Status 45.Auto 3 PD - Cash Out LOU 46.Auto 3 PD - Don't Subro 47.Auto 3 PD - Pay Shop (Repairs) 48.Auto 3 PD - Pay Law Firm (Repairs) 49.Auto 3 PD - Re-repair Demand 50.Auto 3 PD - Pay Deductible 51.Auto 3 PD - Mid-repair Dispute 52.Auto 3 BI & PD - Disclose Limits 53.Auto 3 BI & PD - Limits Demand 54.Auto 3 BI - Negotiations / Counteroffer 55.Auto 3 BI & PD - Settlement Demand EVIDENCE FORMS 56.Provider - Narrative Report Request - Apportioning Pre-Existing Injury or Condition 57.Provider - Narrative Report Request - Future Care Only 58.Provider - Narrative Report Request - Treating Physician 59.Eyewitness Questionnaire Cover 60.Eyewitness Declaration Questionnaire 61.Employer - Wage Verification Form 62.Lay Damages Witness Statement Form 63.Police Any - full report request 64.Police Questionnaire Cover 65.Police Officer Declaration Template BODY SHOP FORMS 66.Body Shop - Rep Letter (long form) 67.Body Shop - Rep Letter (repairs done) 68.Body Shop - Rep Letter (short form) 69.Body Shop - Send Estimate & Photos 70.PD - Declaration of Appraiser (Form) PROVIDER FORMS 71.Provider - Insurance Billing info for providers 72.Provider - Letter of Guarantee of Payment (LOP) 73.Provider - Letter of Representation (PIP or Health No) 74.Provider - Letter of Representation (PIP or Health Yes) 75.Provider - Patient Request Pursuant to HITECH Act 76.Provider - HITECH dispute letter CLIENT FORMS 77.Client - Damages Overview Questionnaire

SAMPLES OF FORMS

"The Paralegal Pocketbook" is a forms and templates collection that includes over 75 specialized forms, templates, and checklists, designed to streamline the management of personal injury, diminished value and property damage claims within legal practices. Tailored to assist attorneys in efficiently handling the early and intermediate stages of such cases, this resource includes detailed forms for documenting medical records, collision reports, insurance interactions, subrogation, and all aspects of property damage claims. It also features templates for creating effective settlement demand letters and IFCA claim templates, making it an indispensable tool for legal professionals aiming to enhance precision and professionalism in their case management.

🔮 What’s Your Paralegal Power Type?

Take this quick & cheeky quiz to find out what kind of legal magic you’re working—and which Paralegal Pocketbook tools match your style.

1. When the office is in meltdown mode, you...
A. Break out the checklist and lead the charge
B. Politely delegate like a queen and double-check everything
C. Just do it all yourself (again)
D. Smile at the client, smooth over the chaos, fix it quietly

2. Your desk vibe is:
A. Labeled, lit, and laminated
B. Half-messy, half-genius
C. Efficient and slightly intimidating
D. A Pinterest board with snacks

3. You’d rather:
A. Build a better system
B. Train someone and finally take lunch
C. Crush a deadline
D. Write the emails that make clients feel like people

4. Templates make you feel:
A. Powerful
B. Peaceful
C. Efficient
D. Saved

✨ Mostly A’s — The Architect

You build the bones of the law firm. You’re organized, clear, and slightly terrifying (in a good way). You need the checklists, flowcharts, and intake forms that make life make sense.

💥 Mostly B’s — The Handler

You’re the oil in the machine, the calm in the storm. You’ll love the follow-up letters, internal task guides, and client comms templates.

⚡️ Mostly C’s — The Machine

You're fast, flawless, and allergic to disorganization. You want plug-and-play forms that get it done—and maybe a second monitor.

💋 Mostly D’s — The Charmer

You’re the office empath, client-whisperer, and translator of chaos. You’ll shine with client-facing letters, warm intake tools, and vibe-friendly templates.

💼 No matter your power type...

You deserve tools that match your brilliance.

👉

77 forms. No fluff. Built by someone who gets it.