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Overview
From the Initial Meeting and Investigation to Trial Preparation
Auto injury cases are the bread and butter of personal injury practice. As a personal injury paralegal, you will need to know these cases inside and out. This "crash course" will give you the investigation, litigation, and communication skills you need to effectively assist your attorney. From case inception to trial, get practical insights that will help you steer auto injury cases toward a successful resolution. Register today!
- Know exactly what you should be looking for in medical and other records.
- Keep case files organized so details and documents don't get lost in the clutter.
- Learn best practices for communicating with clients, insurance adjusters, doctors, and more.
- Determine what should (and what should not) go into the demand package.
- Discover ways you can help with reducing medical bills and liens.
- Ensure your pleadings, discovery requests, motions, and briefs pass your attorney's scrutiny.
- Take pressure off your attorney and be an indispensable asset during trial preparation.
Abbreviated Agenda
- Client Interview Tips and Case Management Hacks
- Medical and Other Records: Obtaining, Reviewing, and Summarizing
- Preparing for and Helping Your Attorney Win at Trial
- Paralegal Ethics - Rules You Never Want to Break
- Settlement Demands, Liens, and Subrogation
- Communicating with Medical Providers, Insurance Companies, and More
- Pleadings, Discovery, Motions, and Briefs: Practical Pointers and Samples
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 08-13-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 08-13-2026 |
| Florida Registered Paralegal |
|
6 Total | 08-13-2026 |
| Indiana Paralegal CLE |
|
6 Total | 08-13-2026 |
| NALA |
|
6 Total | 08-13-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 08-13-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 08-13-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 08-13-2027 |
| Ohio Certified Paralegals |
|
6 Total | 08-13-2026 |
| NFPA |
|
6 Total | 08-13-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 08-13-2027 |
| Washington Paralegal Association |
|
6 Total | 08-13-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Client Interview Tips and Case Management Hacks
- Interviewing Potential Auto Injury Clients
- Asking Difficult Questions and Detecting Lies
- Investigating Parties and Witnesses
- Coordinating and Monitoring Treatment
- Go-to Resources for Researching Legal and Medical Issues
- Organizing Personal Injury Files
- Calculating and Managing Deadlines
-
Medical and Other Records: Obtaining, Reviewing, and Summarizing
- Ultimate Documents and Information Checklist
- Medical Records, Reports, and Examinations
- Damages Documentation: Medical Bills, Lost Wages, etc.
- Accident/Police Reports and Reports of Accident Reconstruction
- Witness Information and Statements
- Insurance and Claim Information
- Employment, School, Military Records
- Expert Reports
- Social Media, Smartphone, Text, and Other ESI
- Company Records (Truck and Other Accidents)
-
Preparing for and Helping Your Attorney Win at Trial
- Trial Preparation Checklist
- Organizing Exhibits and Supporting Documents
- Trial Notebooks
- Coordinating Trial Set-Up and Logistics
- Notetaking During Voir Dire
- Managing Witnesses and Exhibits During Trial
- Marking and Admitting Exhibits
-
Paralegal Ethics - Rules You Never Want to Break
- Unauthorized Practice of Law
- Competence
- Integrity
- Client Confidentiality and Privilege
- Conflicts of Interest
-
Settlement Demands, Liens, and Subrogation
- Creating Damages Charts
- Preparing Demand Packages for Settlement
- Assisting with Settlement
- Know Your Lien Holders
- Investigating Liens and Verifying Balances
- Assisting with Medical Bill and Lien Reductions
- Settlement Language, Releases, and Lien Resolution Documentation
-
Communicating with Medical Providers, Insurance Companies, and More
- Ongoing Communication with Clients
- Coordinating With Auto Insurance Adjusters
- Corresponding with Hospitals and Doctors
- Contacting Lien Holders
- Working with Experts and Lay Witnesses
- Serving as Liaison Between Opposing Counsel and Supervising Attorney
-
Pleadings, Discovery, Motions, and Briefs: Practical Pointers and Samples
- Preparing Auto Injury Pleadings
- Drafting and Answering Discovery in Auto Injury Cases
- Subpoenas (Insurance or Financial Documents, Medical Records, Phone Records, etc.)
- Deposition Summaries
- Motions in Auto Injury Litigation
- Writing Memos and Briefs
Who Should Attend
This intermediate level course provides practical insights on handling auto injury cases. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Christine Hummel
is the president and founder of Hummel Consultation Services, a national legal consultation practice specializing in the application of the Medicare Secondary Payer Act to workers' compensation, liability and no-fault cases. She is an active attorney with licensure in the state of Colorado. With more than 19 years of experience in Medicare compliance, Ms. Hummel is a published author and popular speaker on a wide array of topics related to Medicare compliance. She is a member of the American Bar Association (Health Law Section) and Colorado Bar Association. Ms. Hummel's legal experience work includes Medicaid, probate and elder law. She donates a significant amount of time volunteering with the Federal Park Service, giving presentations on the roles of women during the American War of Independence. Ms. Hummel earned her B.S. degree from the University of Southern California and her J.D. degree from the University of Denver College of Law.
Speaker bio
Robert Kezelis
is a sole practitioner in Palos Heights, Illinois, where he practices in the areas of civil litigation, family law and complex litigation. He is a former adjunct professor at John Marshall Law School. In 1991, Mr. Kezelis was the first American professor invited to teach in Lithuania after the collapse of the Soviet Union. He has spoken for various professional groups on topics related to his areas of practice. Mr. Kezelis earned his B.A. degree from Northwestern University and his J.D. degree from John Marshall Law School. He is a member of the Chicago (member, Professional Responsibility, Civil Practice and Judicial Evaluation committees), Illinois State and Lithuanian American (former president) bar associations, as well as the Illinois Trial Lawyers Association.
Speaker bio
Noah Relles
is an attorney at Kasieta Legal Group, LLC, where he practices in civil litigation and personal Injury. He earned his B.A. degree from the University of Wisconsin and his J.D. degree from the University of California, Berkeley, School of Law.
Speaker bio
Kristofer Clark
is an attorney with de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP. His practice is centered around representing defendants in personal injury cases. Mr. Clark earned his B.S. degree from University of Central Florida and his J.D. degree from Stetson University College of Law. He is a member of The Florida Bar and Orange County Bar Association. Mr. Clark is admitted to practice in all Florida State courts.
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.
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