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Transcript

WHY

Case Management Skills: Best Practices for Working up Your Case

Presented by: Nicole Grimes

time to share

What is your top tip for litigation?

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WHAT

Best Practices:

  • Strategic Planning
  • Always Assessing Value
  • Immediate Actions
  • Only Review Documents Once
  • Revise and Revise, Again
  • Be Prepared

Interactive Training-Mock deposition exercise-Lowell, Brad, and R.D.

Strategic Planning

  • Making Predictions
  • Composing a Tentative Plan
  • Revising the Plan
  • Seeking Planning Advice
  • Considering the Case from Other Perspectives

New case management system

Always Assessing Value

  • What damages is the client entitled to?
  • Are there damages caps?
  • What is the insurance policy limits?
  • How much has been expensed?
  • What is the amount in liens?
  • Is fault at issue?

Best Practice: Enter Info in Filevine

How Much

Other Questions?

Immediate Actions

Action

  • Deadlines
  • Filings
  • Client contact
  • Calendar entries

Review something one time

One Time

Revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, revise, and revise again.

Revise

Be Prepared

TITLE

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Initial Evaluation: The Complaint-Setting the Stage (Causes of Actions, Naming Defendants, Jury Instructions)

Interactive Training-Mock Client Intake-2 Attorneys

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