Civil Litigation & Trial Skills

The Complete Personal Injury Paralegal

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 56 minutes
Jack Burden
Ryan Byers
Cari Sheehan
Steven Fried
With Jack P Burden from Backus, Carranza & Burden + 3 others
Recorded July 30, 2025
Product ID 100507

Buy This Course

Course Includes
$319

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Help Your Attorney Build a Strong Case

Behind successful personal injury lawyers there are paralegals. Even the little things you do have the power to make or break a case. Are your skills on point? This program will reveal what you should be doing at each key step to give your attorney the best chance to succeed. Make a difference - register today!

  • Discover ways you can add value during the client intake process.
  • Learn how to prepare an effective medical records chronology or summary for your attorney.
  • Look at examples of medical bill and lien reduction requests done right.
  • Keep things under control with real-world case management pointers.
  • Find out how to make the most of discovery tools and deposition prep.
  • Get your attorney ready for trial and know what to expect if they take you with them into the courtroom.

Abbreviated Agenda

  1. Preliminary Steps in Personal Injury Claims
  2. Medical Records, Expenses, and Liens
  3. Pleadings, File and Client Management
  4. Drafting and Answering Discovery
  5. Trial Preparation - Effectively Working With the Litigation Team
  6. The Personal Injury Paralegal at Trial
  7. Ethics for Personal Injury Paralegals

Related Topics

Product ID 100507

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Preliminary Steps in Personal Injury Claims

    1. Client Intake
    2. Screening and Evaluating New Clients
    3. Obtaining Authorizations
    4. Case Investigation and Checklist of Items to Obtain
    5. Notice of Claim
    6. Case File Set-Up Pointers
    7. Demand Packages and Settlement

  2. Medical Records, Expenses, and Liens

    1. Securing All Medical Records
    2. Organizing Medical Records
    3. Reviewing Medical Records
    4. How to Prepare Medical Chronologies and Summaries
    5. Medical Expense Itemizations
    6. Investigating and Tracking Liens
    7. Sample Medical Bill and Lien Reduction Requests

  3. Pleadings, File and Client Management

    1. Pleadings and Pleadings Index
    2. Bill of Particulars
    3. Organizing and Maintaining Case Files
    4. Scheduling Tips
    5. Calendaring Hearings, Deadlines, and Other Relevant Dates
    6. Tracking and Meeting Deadlines
    7. Coordinating Medical Treatment
    8. Client Communication Best Practices

  4. Drafting and Answering Discovery

    1. Useful Public Sources of Information
    2. Discovery Requests and Responses (With Samples)
    3. Interrogatories
    4. Requests for Production of Documents
    5. Requests for Admissions
    6. Working With the Client to Get What You Need
    7. Deposition Scheduling and Prep

  5. Trial Preparation - Effectively Working With the Litigation Team

    1. Trial Prep Timeline and Checklist
    2. Witness and Vendor Coordination and Scheduling
    3. Subpoenas
    4. Trial Exhibit Preparation
    5. Organizing Damages for Use at Trial
    6. Witness and Exhibit Lists
    7. Jury Investigation and Jury Instructions
    8. Motions in Limine
    9. Organizing the Trial Notebook

  6. The Personal Injury Paralegal at Trial

    1. Your Role During Trial - Clarifying Expectations
    2. What to Expect in the Courtroom
    3. Checklist of Items to Bring
    4. Assist and Observe During Jury Selection
    5. Coordinating Exhibits and Witnesses
    6. Organizing and Maintaining the Case File at Trial

  7. Ethics for Personal Injury Paralegals

    1. Competence, Diligence and Professional Integrity
    2. Avoiding UPL
    3. Defining "Legal Advice"
    4. Preserving Client Confidentiality
    5. Avoiding or Disclosing Conflicts of Interest

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to be an asset during a personal injury case. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Jack P Burden
Jack
Burden
Backus, Carranza & Burden
Ryan D Byers
Ryan
Byers
Rammelkamp Bradney, P.C.
Cari L Sheehan
Cari
Sheehan
Taft Stettinius & Hollister, LLP
Steven Fried
Steven
Fried
OliverClarity Inc.
Speaker bio
Jack P Burden

Jack Burden

Backus, Carranza & Burden
Jack Burden

is a shareholder in the law firm of Backus, Carranza & Burden, and is a litigation attorney with practice emphasis in general liability, product liability, food liability, and commercial matters. His clients range from Fortune 200 companies to local business owners in Nevada. Mr. Burden is admitted to the State Bar of Nevada, U.S. District Court District of Nevada and the U.S. Supreme Court, and currently serves as an author of State Bar of Nevada Jury Instructions. He is also active in the State Bar of Nevada's Continuing Education Committee and the Canyon Springs High School Advisory Board. Mr. Burden earned his B.S. degree from the University of Nevada, Reno's Reynolds School of Journalism and his J.D. degree from Texas Southern University in Houston, Texas.

View full profile
Speaker bio
Ryan D Byers

Ryan Byers

Rammelkamp Bradney, P.C.
Ryan Byers

is a partner with Rammelkamp Bradney, P.C., in Jacksonville, Illinois. He concentrates his practice in civil litigation and school law. In his litigation practice, Mr. Byers advocates for both individuals and institutional clients in contract disputes, insurance defense and coverage cases, and construction disputes. In his school law practice, he represents school districts in a variety of matters, including construction issues, contract review, and administrative hearings. In addition to being licensed to practice in Illinois, Mr. Byers is admitted to practice before the U.S. District Court for the Central District of Illinois and is a member of both the general and trial bars of the U.S. District Court for the Northern District of Illinois. He is presently a member of the Illinois Association of Trial Defense Counsel, Council of School Attorneys (COSA), the Defense Research Institute (DRI), and the Morgan County and Illinois State bar associations. Mr. Byers earned his B.A. degree, with honors, from the University of Illinois at Urbana-Champaign and his J.D. degree, magna cum laude, from Michigan State University College of Law.

View full profile
Speaker bio
Cari L Sheehan

Cari Sheehan

Taft Stettinius & Hollister, LLP
Cari Sheehan

is an assistant general counsel with Taft Stettinius & Hollister, LLP with over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, Ms. Sheehan assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. She assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an adjunct professor at the IU Robert H. McKinney School where she teaches professional responsibility. She is also a former assistant clinical professor of business law and ethics at the Kelley School of Business. Ms. Sheehan is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields, and contributing to the advancement of knowledge and practice in these domains. She is a frequent presenter and author on ethics and professionalism in the legal industry. Ms. Sheehan is a recurring author with the Res Gestae, the Indiana State Bar Association's Member Journal, regarding the ethics curbstone; and has been quoted in publications for her knowledge on ethical topics. She is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Ms. Sheehan's primary area of research is regarding the ethics of AI and how it affects the legal and business community.

View full profile
Speaker bio
Steven Fried

Steven Fried

OliverClarity Inc.
Steven Fried

is based in New York City. A graduate of Tufts University and the University of Tennessee College of Law, he has been practicing since 1996, consulting with and representing entrepreneurs and businesses. Mr. Fried's writings have been featured in various law reviews and other publications. He lectures extensively on legal and ethical issues facing attorneys and the public. In 2017, Mr. Fried founded OliverClarity Inc. and began developing OlyverApp, an online business management platform that helps entrepreneurs build compliant ventures and raise money. He is also a hockey player whose talents remain largely underappreciated.

View full profile

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us