Personal Injury Documents: Drafting and Organizing the File From Intake to Trial Prep
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 |
Wed, Dec 02, 00:00 AM – 00:00 PM
Wed, Dec 02, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
Leave With Ready-to-Use Checklists, Templates, and Letters
Turn a stack of documents into a settlement- or trial-ready case, step-by-step! This program will walk you through all phases of the personal injury file with ready-to-use checklists, templates, and sample letters you can use immediately. Leave no stone unturned, save time, and build the confidence to handle every stage of the file. Register today!
- Save time on every phase with ready-to-use checklists, templates, and sample letters mean you're not building forms from scratch.
- Reduce costly mistakes with clear guidance on the details that most often get missed.
- Work with confidence by knowing exactly what's needed at each stage, from intake through trial notebook.
- Stay current with AI tools and learn where AI can responsibly speed up medical record review, drafting, and discovery.
- Organize every PI file for ease of use, so you and your attorney can find what you need at a moment's notice.
*Mention of specific products or providers is informational only and does not constitute IPE endorsement. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Client Intake and File Setup: Starting Off Right (With Checklists and Forms)
- Incident Documentation: Locking Down the Facts Before They Disappear (With Letters)
- Medical Records and Bills: Chasing Providers and Building the File (With Requests, Checklists, and Templates)
- Liens, Subrogation, and Reduction Letters: Tracking Every Hand in the Pot (With Sample Letters)
- Demand and Settlement Documentation: Turning a File into an Offer (With Samples)
- Pleadings and Calendaring: Filing It Right, Tracking It Tighter (With Samples)
- Discovery: Requests, Responses, and Tracking (With Examples)
- Motion Practice Drafting Support (With Templates)
- Organizing the File for Trial Prep (With Notebook Templates and Exhibit Checklists)
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
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
-
Client Intake and File Setup: Starting Off Right (With Checklists and Forms)
- Client Intake Sheet/Questionnaire
- Retainer Agreement/Contingency Fee Agreement
- HIPAA Authorization/Medical Records Release
- Wage and Employment Records Authoriztion
- Photo/Evidence Release
- Insurance Information
- File Setup and Organization
- Docking/Calendaring SOL Date and Other Deadlines
- Ongoing Administrative Tasks (Billing and Cost Tracking, Client Communication Log, File Status Reports)
-
Incident Documentation: Locking Down the Facts Before They Disappear (With Letters)
- Police/Incident Report (Request and Follow Up)
- Scene Photos, Video, Dashcam/Surveillance Footage Requests
- Social Media and Digital Device Documentation
- Preservation Letters (Spoliation Letters)
- Witness Contact List and Statements
- Accident Reconstruction Reports
-
Medical Records and Bills: Chasing Providers and Building the File (With Requests, Checklists, and Templates)
- Medical Records Request Log
- Medical Records and Billing Requests to All Providers
- Radiology/Imaging Requests
- Medical Chronology/Summary
- How to Use AI for Medical Record Review and Summaries
- Independent Medical Exam (IME) Scheduling/Records
- Using AI for Medical Record Review and Summaries: Dos and Don'ts
-
Liens, Subrogation, and Reduction Letters: Tracking Every Hand in the Pot (With Sample Letters)
- Health Insurance Lien Letters (ERISA, Medicare, Medicaid)
- Medicare Conditional Payment Tracking (MSPRC)
- Hospital Lien Notices
- PIP and Med Pay
- Workers' Comp Liens
- VA/TRICARE and Other Less-Common Liens
- Reduction Letters: Best Practices and Tips
-
Demand and Settlement Documentation: Turning a File into an Offer (With Samples)
- Damage Documentation
- Notification Letter
- Demand Package
- How to Use AI for Drafting Demand Letters
- Settlement Brochure/Exhibit Binder
- Disbursements/Settlement Distribution
-
Pleadings and Calendaring: Filing It Right, Tracking It Tighter (With Samples)
- Complaint Drafting Support and Civil Cover Sheet
- Using AI for Drafting Pleadings: Practical Tips and Prompts
- Summons Preparation and Service Tracking
- Answer/Affirmative Defenses - Log and Calendar Response Deadlines
- Case Management Order - Extract and Calendar ALL Deadlines
-
Discovery: Requests, Responses, and Tracking (With Examples)
- Interrogatories
- Requests for Production
- Requests for Admission
- Responses/Objections - Calendaring Due Dates, Drafting With Attorney Input
- Privilege Log Maintenance
- Depositions: From Notice to Post-Deposition Summary
- Expert Witnesses
- Effective Ways to Use AI in Discovery
-
Motion Practice Drafting Support (With Templates)
- Drafting Motions and Briefs for Attorney Review
- Using AI for Drafting Pleadings: Practical Tips and Prompts
- Compiling and Bates-Citing Exhibits
- Cite-Checking Case Law and Shepardizing/Verifying Citations
- Preparing Proposed Orders for the Court's Signature
- Calendaring and Tracking Motion Status
- Preparing Hearing Binders/Notebooks
-
Organizing the File for Trial Prep (With Notebook Templates and Exhibit Checklists)
- Master Trial Notebook Sections
- Exhibit Preparation
- Trial Exhibit Binders
- Trial Subpoenas for Witnesses
- Courtroom Technology Check
- How to Use AI in Trial Preparation
Who Should Attend
This basic level course is designed to provide attendees with practical tips and tools for organizing and drafting personal injury files from intake through trial prep, including where legal AI can be used effectively along the way. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Thomas C. Martin
concentrates his practice primarily in the areas of transportation law, community association law and commercial litigation. He serves as legal counsel to internationally recognized motor carriers, freight brokers and related transportation business entities. Mr. Martin addresses a multitude of issues including defense of cargo loss and damage claims, personal injury, state and federal regulatory compliance, state and federal tax compliance, workplace issues, cargo damage claims management, and risk assessment. He is a graduate of the University of Maryland and Seton Hall School of Law. While attending law school, Mr. Martin volunteered for the Honorable Seymour Margulies, J.S.C., Hudson County and served with the New Jersey Bureau of Securities. As a member of the Seton Hall Legislative Journal, he authored the Note, The Comprehensive Terrorism Prevention Act of 1995. He also served as judicial law clerk for the Honorable Frank M. Donato, J.S.C., Passaic County. Mr. Martin is admitted to bar of the State of New Jersey, the United States District Court, for the District of New Jersey, the United States District Court for the Southern District of New York, and the United States Court of Appeals for the Third and Sixth Circuits. He has been granted pro hac vice admission status in several state and federal courts throughout the country.
Speaker bio
Matthew J. Focht
is an attorney with Pressler, Senftle & Wilhite, PC. He practices in the area of personal injury law in both Maryland and the District of Columbia. Mr. Focht has deep experience in managing a broad range of high-stakes personal injury matters on behalf of victims and surviving family members, including automobile accidents, slip and falls, professional negligence, wrongful death cases, and a variety of other serious matters caused by avoidable negligence. He earned his B.A. degree from Loyola College in Maryland and his J.D. degree from Catholic University of America, Columbus School of Law.
Speaker bio
Richard Foster
is a litigation attorney at Richard Foster Law, P.A. His legal expertise spans a wide range of practice areas, including personal injury, environmental law, commercial litigation, insurance disputes, real estate, landlord-tenant matters, and homeowners' and condominium association litigation. Mr. Foster has also served for over 15 years as a faculty member with the National Institute for Trial Advocacy (NITA), where he provides specialized training in deposition preparation and trial advocacy. He also serves as of counsel to a law firm in New Jersey and New York called Dario, Albert, Metz & Concannon LLC. Mr. Foster is admitted to practice law in Florida, New Jersey, New York, District of Columbia and U.S. District Court for the District of New Jersey. He earned his J.D. degree Doctor from Roger Williams University School of Law and holds a dual degree in political science and English from Seton Hall University.
Speaker bio
Joshua W. Branch
is the managing attorney at Law Office of Joshua W. Branch, LLC. He focuses his practice on personal injury trial work. Mr. Branch attended undergraduate school at the University of Georgia and went to law school at Florida Coastal School of Law in Jacksonville, Florida. He is a member of the American Association for Justice, State Bar of Georgia, State Bar of Florida, Georgia Trial Lawyers Association, Western Circuit Bar Association, and Athens Trial Lawyers Association. Mr. Branch is admitted to practice law in Georgia and Florida, and before the Supreme Court of Georgia, Supreme Court of Florida, Court of Appeals – State of Georgia, U.S. District Court, Northern District of the State of Georgia; U.S. District Court, Middle District of the State of Georgia; and U.S. District Court, Middle District of the State of Florida.
Speaker bio
Cap Russell
is an attorney at The Law Offices of Joshua W. Branch, LLC, and brings invaluable experience to the firm in the fields of personal injury, wrongful death, probate, and real estate. He attended the University of Georgia for both his undergraduate and graduate studies, earning a bachelor's degree from the Grady School of Journalism before going on to earn his Juris Doctor degree. Mr. Russell's professional memberships include: Georgia Trial Lawyers Association (GTLA) and the Young Lawyers Division (YLD). He is also a member of The Richard B. Russell Foundation. Mr. Russell is admitted to practice law in Georgia, and before the Southern District of Georgia and Georgia Supreme Court.
Speaker bio
Jonathan Z. Morris
is a partner at Gordon Rees Scully Mansukhani, LLP. He is a trial and commercial litigator who represents companies, public entities, insurers, and entertainment-industry clients in consequential disputes involving substantial exposure, operational complexity, public or reputational stakes, or an approaching trial. Mr. Morris identifies what is driving the dispute, gives clients clear strategic recommendations, and takes responsibility for the critical decisions, witnesses, motions, negotiations, and trial moments that shape the outcome. He is a graduate of The Ohio State University, a former NCAA student-athlete, and a proud veteran of the Ohio Army National Guard. Mr. Morris is admitted to practice law in California, the District of Columbia, Ohio, Pennsylvania, and before the U.S. Supreme Court, Ninth Circuit Court of Appeals, U.S. District Courts for the Central District of California, and U.S. District Court for the Northern District of California.
Speaker bio
Zachary H. Thomas
is a solo practitioner in Savannah, Georgia, where his areas of practice include catastrophic personal injury, wrongful death, medical negligence, brain and birth injuries, and products liability. He was selected as a Rising Star by Georgia Super Lawyers for 2009-2019. Mr. Thomas is admitted to practice in Georgia and before the Georgia Court of Appeals, Georgia Supreme Court, and the U.S. District Courts, Southern and Middle districts of Georgia. He is a member of the State Bar of Georgia, American and Savannah bar associations, Savannah Trial Lawyers Association, Georgia Trial Lawyers Association, and the American Association for Justice. He is actively involved in several boards with the Georgia Trial Lawyers Association. Mr. Thomas earned his B.A. degree from New York University and his J.D. degree from Mercer University (member, Moot Court Board, Order of the Barristers).
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.
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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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