The Perfect Personal Injury File: Coverage, Med Recs, Damages, Liens, and Winning Demands
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Thu, Oct 15, 00:00 AM – 00:00 PM
Thu, Oct 15, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
Master Essential Pre-Suit Skills PI Firms Value
Personal injury paralegal work happens in the trenches - hunting for hidden insurance policies, chasing down adjusters, managing mountains of medical records, and building demand packages that actually move cases forward. This program gives you the full pre-suit picture. Whether you're stepping into your first PI role or sharpening your skills, this course delivers the practical, firm-ready skills that separate good paralegals from indispensable ones. Register today!
- Track down all available insurance coverage and flag what matters.
- Build airtight medical chronologies that drive demand value.
- Spot red flags early and avoid common case-killing mistakes.
- Manage liens, including Medicare and Medicaid, from identification through reduction.
- Communicate with adjusters professionally and strategically.
- Assemble demand packages that get results.
Abbreviated Agenda
- Medical and Damages Investigation: Leaving No Stone Unturned
- Liability Investigation Checklist: What to Identify, Collect, and Preserve
- Coverage Investigation Checklist and UM/UIM Claims
- Communicating With Insurance Adjusters: Best Practices
- Lien Tracking, Reduction Support, and Resolution
- Settlement, Disbursement, and Closing Files
- Building a Winning Demand Package
- Paralegal Ethics
Can't Attend Live?
Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Medical and Damages Investigation: Leaving No Stone Unturned
- Initial Medical Intake and Case Setup
- Collecting a Complete Set of Medical Records and Bills
- Organizing and Managing Medical Files
- Preparing Medical Chronologies and Summaries
- Client Communication and Treatment Monitoring
- Identifying and Documenting Damages
- Preparing Damages for the Demand Package
-
Liability Investigation Checklist: What to Identify, Collect, and Preserve
- Identifying Liability Sources Early
- Collecting Police Reports, Incident Reports, and Other Key Evidence
- Evidence Preservation: Spoliation Letters, Surveillance, Black Box Data, Social Media, etc.
- Organizing Liability Evidence and Spotting Issues
-
Coverage Investigation Checklist and UM/UIM Claims
- Identifying All Available Insurance Policies
- Requesting Disclosures and Declarations Pages
- Tracking Adjusters and Claim Numbers
- Organizing Policies and Flagging Key Provisions and Coverage Issues
- UM/UIM Coverage and Claims: Identifying Coverage and Avoiding Pitfalls
-
Communicating With Insurance Adjusters: Best Practices
- Understanding Adjuster Roles
- Claim Setup and Sending LORs
- Information Exchange: Best Practices and Boundaries
- Negotiation Support and Offer Tracking
- Documentation Habits to Live By
- Recognizing Adjuster Tactics (and When to Escalate to Your Attorney)
- Avoiding Common Communication Pitfalls
-
Lien Tracking, Reduction Support, and Resolution
- Identifying All Potential Liens
- Lien Notices and Correspondence
- Setting up Medicare/Medicaid Files
- Tracking and Managing Liens
- Assisting With Reductions
-
Settlement, Disbursement, and Closing Files
- Settlement Support and Preparation
- Disbursing Funds and Documenting Payments
- Closing File Checklists and Documentation
-
Building a Winning Demand Package
- Components of a Strong Demand
- Drafting the Demand Letter
- Demand Valuation Support
- Using AI to Draft and Refine Demand Letters
-
Paralegal Ethics
- Unauthorized Practice of Law
- Communication Boundaries With Clients and Insurers
- Confidentiality and Data Handling
- Documentation and File Integrity
Who Should Attend
This basic level course is designed provide practical, real-world training for handling personal injury cases from intake through settlement. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
J. Wesley Hisaw
is a shareholder with Holland & Hisaw, where his practice areas include domestic law, personal injury, product liability, corporate law, civil rights lawsuits, estate law, and employment law. He was named one of the Top 40 Under 40 litigation lawyers for the state of Mississippi by the American Society of Legal Advocates and the National Trial Lawyer's Association. Mr. Hisaw was also named a Top Ten Attorney for the state of Mississippi in the area of personal injury by the National Association of Personal Injury Attorneys, and listed as a Premier 100 Attorney by the American Academy of Trial Attorneys. He is licensed to practice in Mississippi and Tennessee, and before the U.S. Court of Appeals for the Fifth and Sixth circuits, Northern and Southern districts of Mississippi, and the Western District of Tennessee. Mr. Hisaw is also listed as a Rising Star with Super Lawyers. He earned his undergraduate degree and his J.D. degree from the University of Mississippi.
Speaker bio
Mick Levin
is a sole proprietor, and attended both undergrad and law school at Arizona State University. His practice has been dedicated to the representation of personal injury victims. Mr. Levin is a member of the American Bar Association, American Association for Justice, National Crime Victims Bar Association, State Bar of Arizona, Arizona Association for Justice, and Maricopa County Bar Association. He is a member of the Arizona Association for Justice's CLE Board and presents an annual UM/UIM seminar for that organization.
Speaker bio
Kana Roller
is an attorney at Stevens & Brand, L.L.P. She is an attorney practicing in the area of litigation, and focuses her litigation work in personal injury, wrongful death, and insurance litigation. These include claims like motor vehicle collisions, bicycle accidents, animal attacks, (civil) sexual assault cases, medical malpractice, product liability, insurance coverage disputes, and claims against insurers for failing to properly defend and indemnify their insureds when faced with claims against them. The entirety of Ms. Roller's professional, legal career has been focused on working with victims who have endured at the fault of another, and she is driven to help individuals in these cases to get justice and accountability against the wrongdoers. She has been a longstanding member of the American Bar Association, Kansas Bar Association, and The Missouri Bar. Ms. Roller earned her B.A. degree, magna cum laude, from Washburn University and her J.D. degree from Washburn University School of Law.
Speaker bio
John C. Lowenberg
is an attorney at Stark & Stark, PC in the accident and personal injury group where he represents clients who have suffered from catastrophic injuries resulting from auto accidents, product liability, and premises liability. Prior to joining Stark & Stark, he worked as the deputy attorney general for the Transportation, Construction, and Condemnation Section in the office of the New Jersey Attorney General. In this position, Mr. Lowenberg represented the New Jersey Department of Transportation and the New Jersey Motor Vehicle Commission in mediations, settlement hearings, and administrative trials. He has also worked as an associate attorney for several firms, and served as a law clerk for the Honorable Kay Walcott-Henderson, J.S.C., at the Mercer County Superior Court, Family Part in Trenton, New Jersey, and for a law firm in Cranford, New Jersey. Mr. Lowenberg is a member of the New Jersey State Bar Association. A native of Ewing, New Jersey, he volunteers his time as an essay grader for the Themis Bar Review and is a member of the Mercer County Bar Association. Mr. Lowenberg earned his B.A. degree from Stockton University and his J.D. degree from Rutgers Law School.
Top FAQs
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.
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.
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.
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.
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