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Plaintiff's Paralegal Master Checklists for Personal Injury Cases: What To Do and When

59m

Created on July 11, 2022

Beginner

CC

Overview

Have you ever wanted master checklists to help guide case management? Do you want to know exactly at what point in the evolution of the case you should do what? This program will discuss the most efficient and effective way to case manage pre-litigation files to optimize work flow, close efficiency gaps, and prepare all cases for trial during the course of regular evolution.  Once these checklists are in use, they can be the basis of your firm's case management procedure with much room to evolve your firm's best practices in case management.

This program will benefit the novice paralegal beginning their career, any legal professional new to personal injury, solo practice attorneys interested in their own case management, or attorneys and paralegal managers looking to instill a Standard Operating Procedure for their legal staff to follow in PI case management.


Learning Objectives:

  1. Discuss the plaintiff perspective on personal injury case management - why use standard checklists in practice management?

  2. Prepare client and witness interview checklist and questions

  3. Prepare an investigation checklist

  4. Review medical records and demand checklists (and tips)

  5. Review checklists and tips for dealing with liens and subrogation (and recognize free resources)



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