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Overview
A Practical Guide Filled with Intake, Drafting, Negotiation, and Trial Tips
In every auto accident case, the stakes are high for everyone involved. No matter how similar the cases look - they're never the same. As a paralegal, your responsibilities can be key in uncovering the essence of the claim. Let us save you countless hours of trial and error by helping you to become versed in the essential elements of these cases. Our start-to-finish approach will equip you with the fundamental tools you need to confidently manage an auto injury case, from client intake until the case is closed. Deliver exactly what your attorneys expect, streamline the process, and avoid missing any pertinent issues. Register today!
- Walk through an auto injury case, from the time of the collision through trial.
- Examine insurance coverage issues, such as subrogation, UM/UIM coverage, and stacking.
- Learn how to effectively manage the discovery process and conduct a thorough review of responses.
- Locate, hire, and assist in interviewing experts who will help bolster the case and support the evidence your team will be presenting.
- Draft settlement documents that will bring the case to a successful conclusion.
- Assist in managing and creating case-winning exhibits that are sure to grab the jury's attention.
- Know what to look for in medical records and where to find it.
- Gain practical tips for drafting demand letters that have an impact.
Abbreviated Agenda
- Case Intake, Coverage Interpretation, Issues and Hidden Treasures
- Ethics
- Damages and Settlement
- A Paralegal's Trial Checklist
- How to Best Assist During Discovery
- Demand Letters and Negotiating with Insurance Companies
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 12-04-2026 |
| NALA |
|
6 Total | |
| Montana CLE Credit for Paralegals |
|
6 Total | 12-04-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 12-04-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 12-04-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Case Intake, Coverage Interpretation, Issues and Hidden Treasures
- Assisting in Initial Client Interview/Questionnaire
- Locating Liable Parties and Sources of Coverage
- Conducting a Thorough Driving Record, Litigation, and Criminal History Check
- A Crash Course on Auto Liability Coverage/UM/UIM/PIP/No-Fault
- How Medical Payment Coverage Can Wreak Havoc on the Case
- When Can a Bad Faith or Subrogation Claim be Brought?
-
Ethics
- Maintaining Client Confidentiality
- Communicating With Represented Parties
- Dealing Fairly With Conflicts Involving Multiple Defendants
- The Ethics of Disclosing Information Which Defeats Coverage
-
Damages and Settlement
- Managing Damage Information, Calculating Damages, and Preparing Damage Summaries
- Lien Considerations to be Aware of (Workers' Compensation Liens, ERISA Subrogation Liens)
- Drafting and Reviewing Settlement Documents and Issuing Payments
- What to Include in the Settlement Package - Documentation and Exhibits
- Medicare Set-Asides and Mandatory Insurer Reporting
- Past Medical Payments/Future Medical Payments
- Assisting Your Attorney in Settlement Administration
-
A Paralegal's Trial Checklist
- Drafting Pleadings and Motions (Show Examples)
- Filing and Response Procedures and Case Scheduling
- Issuing Subpoenas and On-Call Letters
- Constructing an Effective Trial Notebook
- Monitoring Exhibits, Visual Aids, and Maintaining Exhibit Lists
- Preparing Memorandums, Trial Briefs, and Motions
- Jury Assistance: Obtaining Lists, Drafting Voir Dire, Selection Assistance, and Drafting Instructions
- Handling Common Issues That Arise During Trial
- Witnesses: Lists, Coordination, and Testimony
- Top Mistakes Made by Paralegals at Trial
-
How to Best Assist During Discovery
- Preparing Initial Discovery Requests
- Gathering/Summarizing/Handling Medical Records, Bills, Accident Reports, Scene, and Vehicle Evidence
- Relevant Case Law
- Locating, Hiring and Interviewing Witnesses, Investigators, and Law Enforcement
- Accident Reconstruction - The Paralegal's Role
- Review of Discovery Responses
- Case Notebook Tips
-
Demand Letters and Negotiating with Insurance Companies
- The Adjuster's Role in the Case
- How the Adjuster's Settlement Authority is Restricted and Going Beyond it
- Drafting an Effective Demand Letter (Length, Style, Tone) - Sample Letter Review
- Sample Demand Package
- Negotiations vs. Mediation vs. Arbitration in Auto Injury Cases
- How to Determine the Adjuster's Settlement Authority
- Building a Record of the Negotiations
- Re-Starting Stalled Negotiations
- Assisting in Mediation and Arbitration
- Negotiation Mistakes Paralegals Need to Avoid
- Assisting Your Team When the Negotiations Fail
Who Should Attend
This intermediate level course is designed to give paralegals the knowledge they need to effectively manage auto injury cases. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Peter L. Ostermiller
is a sole practitioner concentrating in legal ethics and professional responsibility matters. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney. He has represented parties in attorney disqualification proceedings and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and the Association of Professional Responsibility Lawyers. He served on the Kentucky Bar Association's Ethics 2000 Committee, which proposed changes to the Rules of Professional Conduct to the KBA, and resulted in the July 2009 revisions to the ethics rules. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.
Speaker bio
Marvin S. Haber
is a co-founder of the law offices of Haber DiPaul LLC. He has more than 30 years of civil, commercial and personal injury litigation experience. Mr. Haber is a member of the Pennsylvania and New Jersey State bar associations, and serves as the firm's New Jersey resident partner. He serves as a certified federal and state arbitrator (Pennsylvania), and maintains memberships in several state bars and local trial lawyer associations in both Pennsylvania and New Jersey. Mr. Haber has recently been appointed to the Pennsylvania Bar Association's Judicial Investigation Committee, organized to vet appellate judges and justices in order to maintain integrity of the Pennsylvania Appellate Court System. He earned his B.A. degree, cum laude, and his master's degree in urban affairs at Boston University. Mr. Haber earned his J.D. degree at Temple University's James E. Beasley School of Law.
Speaker bio
Robert J. Kasieta
is the founder of Kasieta Legal Group, LLC in Madison, Wisconsin. He is a certified civil pre-trial and trial specialist by the National Board of Trial Advocates. Mr. Kasieta practices in civil litigation, with an emphasis on plaintiff personal injury and employment cases, as well as commercial litigation. He has written and taught extensively in the areas of trial practice, personal injury law and insurance law, and is an instructor of trial practice at the University of Wisconsin Law School. Mr. Kasieta is admitted to practice before the U.S. Supreme Court, as well as the U.S. Court of Appeals for the Seventh and Eleventh circuits, and all Wisconsin courts. He is a member of the Dane County Bar Association, State Bar of Wisconsin and the American Association for Justice. Mr. Kasieta earned his B.S. degree, summa cum laude, from Northern Michigan University; and his J.D. degree from Marquette University Law School.
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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