Civil Litigation & Trial Skills

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Personal Injury Litigation Master Checklist for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Pending 3 Total
Washington Paralegal Association Approved 3 Total
Live Online
3 hours
Jason Plotkin
With Jason A. Plotkin from The Pinder Plotkin Legal Team + 1 other

Tue, Aug 25, 00:00 AM – 00:00 PM

Product ID 102229

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Course Includes
$219

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

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$69/Month

Overview

Replace Late-Night Worry With Case Control and Confidence

Personal injury cases are deadline-driven, document-intensive, and full of hidden risks. This practical program is a start-to-finish master checklist guide covering every phase of a PI case so you can avoid costly oversights and rest easy. Get the comprehensive checklists every PI paralegal should have - register today!

  • Make sure every critical task is covered from intake through file closing.
  • Reduce the risk of missed deadlines and procedural oversights.
  • Manage medical records, damages development, and lien tracking efficiently.
  • Prepare for settlement and trial more confidently.

Abbreviated Agenda

  1. Pre-Litigation Checklists (and Red Flag Review)
  2. Lien Tracking, Medicare Compliance, and Resolution Master Log
  3. Case Filing and Early Litigation Checklists
  4. Discovery and Pre-Trial Development Checklists
  5. From Settlement to Trial: Case Resolution Checklists

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102229

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Pending 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Pre-Litigation Checklists (and Red Flag Review)

    1. Client Intake and Case Opening
    2. Investigation and Evidence Preservation
    3. Medical Records and Damages Development
    4. Insurance and Pre-Suit Negotiation

  2. Lien Tracking, Medicare Compliance, and Resolution Master Log

  3. Case Filing and Early Litigation Checklists

    1. Building the Litigation File
    2. Master Calendar and Deadline Control
    3. Pleadings Checklist and Service of Process Tracking
    4. Scheduling Orders and Case Management

  4. Discovery and Pre-Trial Development Checklists

    1. Discovery Checklists
    2. Experts Checklists
    3. Motion Practice Support Checklists

  5. From Settlement to Trial: Case Resolution Checklists

    1. Mediation and Settlement Support Checklists
    2. Post-Settlement Checklist
    3. Trial Preparation Master Checklist
    4. Post-Trial and Judgment Checklist
    5. Case Closing Checklist

Who Should Attend

This intermediate level course is designed to help attendees stay organized and eliminate anxiety over missing critical tasks in personal injury cases. Those who should attend include:

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

Speakers

Jason A Plotkin
Jason A.
Plotkin
The Pinder Plotkin Legal Team
SH
Scott C.
Holmes
Law Office of Scott C. Holmes
Speaker bio
Jason A Plotkin

Jason A. Plotkin

The Pinder Plotkin Legal Team
Jason Plotkin

is the CEO and managing attorney of The Pinder Plotkin Legal Team, a Maryland personal injury and workers' compensation firm whose practice has served Maryland clients since 2002. Mr. Plotkin joined the practice in 2012 and co-founded The Pinder Plotkin Legal Team with Edward Pinder in 2015; he became CEO and managing attorney in 2017. A life member of the Million Dollar Advocates Forum - a distinction held by fewer than 1% of U.S. attorneys - Mr. Plotkin has been selected to Maryland Super Lawyers every year from 2020 through 2026 and is a current member of the National Trial Lawyers Top 100. In 2021, he received Clio's inaugural Legal Impact Award and was honored at the Reisman Awards. Mr. Plotkin is the best-selling author of Crash Course: To Recovery and Beyond (2024), which draws on his own experience surviving two serious auto accidents. He is a national speaker on auto injury litigation, rideshare claims, and workers' compensation, and teaches continuing legal education through National Business Institute. J.D. degree with honors, Syracuse University College of Law.

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Speaker bio
SH

Scott C. Holmes

Law Office of Scott C. Holmes
Scott Holmes

is an attorney at Law Office of Scott C. Holmes. He focuses his practice on insurance defense litigation, plaintiff's personal injury, and workers' compensation. Mr. Holmes earned his B.A. degree from Boston College and his J.D. degree from New England School of Law. He is admitted to practice law in Massachusetts and New Jersey.

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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