auth-packet-summary

name	auth-packet-summary
language	en
description	Validates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employment record release). Confirms signatures, dates, scope, and completeness to determine readiness for the investigation phase. Use when reviewing client onboarding packets, verifying authorization forms before discovery, or checking HIPAA and record-release compliance.

Authorization Packet Summary

Validates the four essential client authorization forms and produces a checklist plus formal memorandum confirming the firm's authority to request third-party records.

Prerequisites

• All client-signed authorization forms uploaded to the matter
• Client full legal name and case/matter number
• Firm style guide (letterhead, fonts, margins) for PDF output

Required Forms

Form	Purpose
Retainer Fee Agreement	Establishes attorney-client relationship and fee structure
HIPAA Medical Record Release	Authorizes healthcare providers to disclose PHI
Insurance Communication Authorization	Permits carrier contact and claims file access
Wage & Employment Record Release	Allows access to employment history, wages, personnel files

Workflow

1. Extract

For each form, extract:

• Client full legal name (as printed)
• Case/matter number
• Execution date
• Authorized record categories and temporal scope