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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.
- 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
- Medical Records Cheat Sheets and Checklists
- 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
- Trial Preparation Checklist and Notebooks
- Legal Ethics: Forestall Issues With Proper Documentation
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| New Jersey CLE |
|
7.2 Total |
| New York CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
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
- Medical Records/HIPAA Release Form
- Key Terms, Acronyms, Codes Cheat Sheet
- Medical Record Review Checklists
- Review of Example Summaries/Chronologies
- Medical Expert Reports: What to Know
-
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
-
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
Jonas K. Seigel
is the managing partner of Seigel Law, where he focuses his practice in personal injury and medical malpractice. He was appointed by the Supreme Court of New Jersey for membership and service on the District IIB Fee Arbitration Committee. Mr. Seigel earned his B.A. degree from Goucher College, Baltimore and his J.D. degree from Thomas M. Cooley Law School, Lansing, Michigan. He attributes much of his success to the nationally ranked Temple University Beasley School of Law Masters of Law in Trial Advocacy program, where he was awarded an LL.M. degree and invited back to lecture as an adjunct professor. Mr. Seigel proudly serves on the Board of Governors for the New Jersey Association for Justice.
Speaker bio
Dan T. Matrafajlo
is the managing member and lead partner with Beninato & Matrafajlo, Attorneys at Law, LLC. He has repeatedly achieved verdicts in the six figure range on verbal cases where the last offer to settle was as little as $1,500.00, and the property damage was described as minimal. In addition, Mr. Matrafajlo created legal precedent in the personal injury field of law with appellate decisions, such as Hardison v. King (381 N.J.Super. 129) and Frenklakh v. Lojek (Westlaw citation: 2007 WL 470640). His litigation results have been featured in New Jersey Law Journal. Mr. Matrafajlo earned his undergraduate degree, magna cum laude, from Rider University and his J.D. degree from the University of Miami.
Speaker bio
William D. Sanders
is of counsel at Post Polak. He concentrates his practice in complex commercial mass tort, products liability, professional liability, insurance coverage and personal injury defense. Mr. Sanders has substantial experience in asbestos litigation, having represented both Fortune 100 companies and mining companies as defendants. He also has experience representing clients in professional liability, personal injury, insurance coverage, consumer protection and securities arbitration matters. Mr. Sanders received his M.A. and A.B. from Brown University and his J.D. from Rutgers School of Law. He is admitted to practice law in New Jersey and New York, and before the U.S. Supreme Court, Third Circuit Court of Appeals, U.S. District Court, District of New Jersey, and U.S. District Court, New York, all courts.
Speaker bio
Nathalie C. Hackett
is a partner at Manning & Kass, Ellrod, Ramirez, Trester LLP. She is a member of the construction law, insurance coverage/bad faith, premises liability, product liability, professional liability, and subrogation and recovery teams. Ms. Hackett is a highly qualified litigator with extensive experience in personal injury defense and subrogation of high-exposure property damage claims. Her superior legal skills and pragmatic litigation approach have resulted in numerous successful resolutions and seven-figure recoveries through judgment, ADR, and settlement negotiations. Ms. Hackett has also served in various roles within the insurance industry, including claims, coverage, subrogation and recovery, and Office of the General Counsel. She earned her Juris Doctor degree from Widener University School of Law, her Master of Laws in Trial Advocacy from Temple University Beasley School of Law, her Master of Business Administration with a concentration in Entrepreneurship and Innovation Management from Drexel University LeBow College of Business, and her Bachelor of Science in Business Administration with a concentration in Finance from Monmouth University. Ms. Hackett is admitted to the United States Supreme Court; the State Bars of New York; the District of Columbia; New Jersey; Pennsylvania; the U.S. Virgin Islands; and the United States District courts for the Southern District of New York, Eastern District of New York, and the District of New Jersey.
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