Free accident claim workbooks

A claim is only as strong as your records. Print a workbook, or download a tracker you can fill in on your computer, and keep everything in one place from day one.

Printable workbooks

Car accident claim workbook

Scene details, people and vehicles, photos to take, medical visits, time off work, expenses and every call with the insurer.

Claim value workbook

List each loss, the proof you have, what's missing and which insurance could pay, before you weigh an offer.

Lawyer consultation workbook

A one-page case summary, the questions to ask every lawyer, and a side-by-side view of fees and terms.

Download a spreadsheet tracker

These open in Excel, Google Sheets or Numbers.

Medical treatment log

Every appointment, test and referral, with what the doctor said.

Pain and function journal

A weekly note of pain, sleep and what you couldn't do. Insurers take a steady diary seriously.

Accident expense tracker

Prescriptions, travel to appointments, parking, equipment and help at home.

Car accident expense tracker

Towing, storage, rental cars, repairs and your deductible or excess.

Lost income tracker

Shifts missed, reduced hours, lost overtime and sick days used.

Insurance call log

Who you spoke to, when, and what they promised. Follow up big calls by email.

Deadline planner

Notice deadlines, benefit forms and the limitation date for starting a lawsuit.

Settlement offer comparison

Line up each offer against your actual losses, fees and what you'd give up by signing.

Lawyer comparison scorecard

Score the lawyers you meet on experience, fees, communication and fit.

Contingency fee comparison

See what you'd take home under different fee percentages and costs.

Consultation document checklist

What to bring to a first meeting with a lawyer.

Lawyer communication log

Track updates, questions and decisions once you've hired someone.

Keep the originals of receipts and letters. The trackers are for your notes, not a replacement for the documents.