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Overview
Sample Forms, Checklists, and Pointers to Boost Your Practice
Whether you are new to plaintiff's personal injury practice or are simply seeking new resources and insights, this program is for you! This online seminar is chock-full of sample forms, checklists, and practice pointers to walk you from client intake all the way through the days leading up to trial. Come away with investigation checklists, medical records review cheat sheets, demand letters, pleadings, discovery requests, and more to help you be thorough, save time, and guide your efforts in propelling the case toward a successful resolution. Don't miss this opportunity to build or supplement your practice forms and resources - register today!
- Use questionnaires and investigation checklists to uncover critical information and avoid being blindsided by surprises.
- Hasten your medical discovery efforts with HIPAA release forms, key terms/codes cheat sheets, and review checklists.
- Glean practical insights on wording your demand letters for stronger impact.
- Learn how to draft clear, concrete, and well-organized pleadings.
- Get checklists and sample communications to find, reduce, and resolve liens on the settlement.
- Utilize sample discovery requests to get the evidence you need heading into settlement or trial.
- Know exactly what you need to be doing in the days leading up to the big day in court.
This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Robert Kasieta.
Abbreviated Agenda
- Client Intake and Investigation Resources: Find What You Need and Fast
- Demand Letters and Settlement Agreements: Use the Right Language
- Pleadings: How to Make or Break a Case (With Examples)
- Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
- Lien Checklists, Communications, and Reduction Letters
- Trial Preparation Checklist and Notebooks
- Legal Ethics: Forestall Issues With Proper Documentation
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| New Jersey CLE |
|
7.2 Total | 04-17-2026 |
| New York CLE |
|
7 Total | 07-28-2028 |
| Pennsylvania CLE |
|
6 Total | 07-28-2027 |
Select Jurisdiction
CLE
Agenda
-
Client Intake and Investigation Resources: Find What You Need and Fast
- Client Intake Questionnaire
- Pre-Suit Investigation Checklist: What You Can and Should Find Out Before a Claim
- Documents to Request From Your Client and Review
- Go-to Website Links for Legal Research and Investigation
- Essential Readings and Resources for Every Personal Injury Lawyer
- Medical Records Cheat Sheets and Checklists
-
Demand Letters and Settlement Agreements: Use the Right Language
- Sample Notice
- Drafting Effective Demand Letters
- "Buzzwords" to Trigger Coverage and Drive Higher Reserves and Claim Valuations
- Sample Settlement Agreement and Release Language
-
Pleadings: How to Make or Break a Case (With Examples)
-
Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
- Model Discovery Requests (Interrogatories, Requests for Production, Requests for Admission)
- Complete Deposition Checklist
- Notice of Subpoena
- Deposition Outlines and Sample Questions
- 3 Important Considerations for Defense Medical Examinations
- Subpoenas for Documents
-
Lien Checklists, Communications, and Reduction Letters
-
Trial Preparation Checklist and Notebooks
-
Legal Ethics: Forestall Issues With Proper Documentation
- Fee Agreements
- Conflict Checks and Waivers
- Client Funds: Ensuring Proper Handling and Documentation
- Ethically Terminating the Lawyer-Client Relationship
Who Should Attend
This basic level online seminar is filled with forms and pointers to help launch the practices of plaintiff's personal injury lawyers. Paralegals may also benefit.
Speakers
Speaker bio
Stephen T. Kopko
, Esq. is an attorney of the Anzalone & Doyle in Wilkes-Barre, Pennsylvania where he focuses on plaintiff's personal injury, including injuries resulting from motor-vehicle accidents, slip/trip and fall events, medical malpractice, and nursing home negligence. He is a member of the Pennsylvania Bar Association, Pennsylvania Association of Justice, Northeastern Pennsylvania Trial Lawyers Association, Lackawanna County Bar Association, and Wilkes-Barre Law and Library Association. Mr. Kopko is 2008 magna cum laude graduate of King's College with a degree in political science, where he received the John F. Kennedy award for having the highest GPA in political science. He then received his J.D. degree from the Syracuse University College of Law. After graduating from law school, Mr. Kopko worked as a volunteer public defender in Lackawanna County and then at a local law firm. Prior to working at Anzalone & Doyle, he worked for a local law firm that specialized in representing insurance companies in personal injury matters. Mr. Kopko has represented insurance companies at each stage of litigation, including at trial and at the Pennsylvania Superior Court. In 2023, he decided to change his career path and use his skills and knowledge to benefit victims in personal injury matters. Mr. Kopko's prior experience provides him with unique insight into how the insurance industry operates, which he uses to help his clients. In 2019, he was named to the Top 20 under 40 by the Northeast Business Journal. This honor recognized Mr. Kopko as one of the top professionals in all of Northeastern Pennsylvania. He was one of only two attorneys honored that year. In addition to being a litigator, Mr. Kopko has also published articles analyzing civil litigation issues. These articles have appeared in the Pennsylvania Law Weekly and the Pennsylvania Lawyer magazine. He resides in Clarks Summit, Pennsylvania with wife, Julia and two daughters, Imogene and Ruby. Mr. Kopko is active in his community serving as a co-chairperson of the Our Lady of the Snows Country Bazaar. He is also a lector for Our Lady of the Snows. Mr. Kopko also volunteers his time as a pro-bono solicitor for the Abington Area Joint Recreation Board.
Speaker bio
Jordan T. Bush
is a veteran personal injury attorney with experience on both sides of the "v", having worked at both plaintiff and defense firms in the Pittsburgh area, including one of the largest plaintiff firms in the city. Immediately prior to joining Morgan and Morgan, Mr. Bush practiced at a regional defense firm where he gained invaluable knowledge from working for multiple insurance companies. However, Mr. Bush has always favored helping those hurt in accidents rather than defending an insurance company's bottom line and is happy to use his direct knowledge of the insurance companies to advocate for his clients. Mr. Bush is a native of Western Pennsylvania having lived, studied, and worked in the area his whole life. He graduated summa cum laude from Washington and Jefferson College and is a member Phi Beta Kappa. Following college, Mr. Bush earned his Juris Doctorate from the University of Pittsburgh School of Law. Mr. Bush is admitted to practice in Pennsylvania.
Speaker bio
Alex Norman
is a trial lawyer representing individuals who have suffered brain and spinal cord injuries in car and commercial truck crashes. Driving a motor vehicle on the road is a privilege. When someone abuses that privilege, they have to be held to account for all of the harm that they cause. Mr. Norman’s personal history inspires his passion for seeking full justice for the people. Born and raised in Berks County, Pennsylvania, he is a graduate of Temple University and Temple University James E. Beasley School of Law. Following law school, Mr. Norman worked for insurance defense firms for more than a decade. He represented insurance companies, insurance policy holders, and Fortune 500 companies in personal injury cases in Pennsylvania and New Jersey. He saw first hand how insurance companies treat injured people. Prior to joining Morgan & Morgan he worked at a boutique trial litigation firm in Center City representing folks who suffered catastrophic injuries from reckless drivers, defective products, unsafe properties, and inadequate security. Mr. Norman is admitted to practice in Pennslyvania and New Jersey.
Speaker bio
John A. Biedrzycki, III
is the owner of Biedrzycki Law Office in Pittsburgh. He focuses his practice on personal injury, business and real estate, criminal law, and traffic offenses/CDL violations. Mr. Biedrzycki is a member of both the Allegheny County and Pennsylvania bar associations, and is admitted to practice in Pennsylvania and the U.S. District Court for the Western District of Pennsylvania. He earned his B.A. degree from Villanova University and his J.D. degree from Duquesne Law School.
Speaker bio
Matthew B. Jorden
is founding member at Jorden Law Group, where his practice focuses on plaintiff's personal injury, criminal defense and representation of licensed professionals in administrative proceedings. He has handled complex litigation involving products liability, transportation accidents, and governmental liability. Additionally, Mr. Jorden has defended clients in high profile cases prosecuted by the SEC and has had the opportunity to argue before the Ninth Circuit Court of Appeals. He is admitted to practice in Pennsylvania, California, U.S. District Court for the Western District of Pennsylvania, Third Circuit Court of Appeals, Ninth Circuit Court of Appeals and U.S. Supreme Court. Mr. Jorden earned his B.A. degree from Allegheny College and his J.D. degree, cum laude, from Thomas M. Cooley School of Law.
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.
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