NC Specific

Personal Injury & Negligence

North Carolina Plaintiff's Personal Injury Starter Pack: A Forms and Checklists Guide

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
South Carolina CLE Approved 6 Total
OnDemand
5 hours 47 minutes
Robert Laws
Andrew Cioffi
Andrew Hanley
With Robert B. Laws from The Laws Law Firm, P.C. + 2 others
Recorded November 12, 2024
Product ID 99172

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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 2023-2024 Content Advisory Committee Member Robert Kasieta.

Abbreviated Agenda

  1. Client Intake and Investigation Resources: Find What You Need and Fast
  2. Medical Records Cheat Sheets and Checklists
  3. Demand Letters and Settlement Agreements: Use the Right Language
  4. Pleadings: How to Make or Break a Case (With Examples)
  5. Lien Checklists, Communications, and Reduction Letters
  6. Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
  7. Trial Preparation Checklist and Notebooks
  8. Legal Ethics: Forestall Issues With Proper Documentation

Related Topics

Product ID 99172

Credit Details

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Client Intake and Investigation Resources: Find What You Need and Fast

    1. Client Intake Questionnaire
    2. Pre-Suit Investigation Checklist: What You Can and Should Find Out Before a Claim
    3. Documents to Request From Your Client and Review
    4. Go-to Website Links for Legal Research and Investigation
    5. Essential Readings and Resources for Every Personal Injury Lawyer

  2. Medical Records Cheat Sheets and Checklists

    1. Medical Records/HIPAA Release Form
    2. Key Terms, Acronyms, Codes Cheat Sheet
    3. Medical Record Review Checklists
    4. Review of Example Summaries/Chronologies
    5. Medical Expert Reports: What to Know

  3. Demand Letters and Settlement Agreements: Use the Right Language

    1. Sample Notice
    2. Drafting Effective Demand Letters
    3. "Buzzwords" to Trigger Coverage and Drive Higher Reserves and Claim Valuations
    4. Sample Settlement Agreement and Release Language

  4. Pleadings: How to Make or Break a Case (With Examples)

  5. Lien Checklists, Communications, and Reduction Letters

  6. Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts

    1. Model Discovery Requests (Interrogatories, Requests for Production, Requests for Admission)
    2. Complete Deposition Checklist
    3. Notice of Subpoena
    4. Deposition Outlines and Sample Questions
    5. 3 Important Considerations for Defense Medical Examinations
    6. Subpoenas for Documents

  7. Trial Preparation Checklist and Notebooks

  8. Legal Ethics: Forestall Issues With Proper Documentation

    1. Engagement Letters and Fee Agreements
    2. Conflict Checks and Waivers
    3. Client Funds: Ensuring Proper Handling and Documentation
    4. 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

Robert B Laws
Robert B.
Laws
The Laws Law Firm, P.C.
Andrew P Cioffi
Andrew P.
Cioffi
Cioffi Law Firm
Andrew J Hanley
Andrew J.
Hanley
Crossley McIntosh Collier Hanley & Edes, PLLC
Speaker bio
Robert B Laws

Robert B. Laws

The Laws Law Firm, P.C.
Robert Laws

is the founder of The Laws Law Firm, P.C., and his practice emphasizes civil litigation, particularly construction defect and personal injury cases. He is a member of the North Carolina Bar Association and North Carolina State Bar. Mr. Laws earned his B.A. degree from the University of North Carolina Chapel Hill and his J.D. degree from Wake Forest University School of Law.

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Speaker bio
Andrew P Cioffi

Andrew P. Cioffi

Cioffi Law Firm
Andrew Cioffi

has helped individuals and small businesses with legal problems for nearly 40 years. His client-focused approach began with a general practice in Roxboro, North Carolina with former North Carolina House Speaker Jim Ramsey. Mr. Cioffi became focused on personal injury work over the next ten years, moving to larger and more complex injury cases and concentrating on insurance and catastrophic injury cases. He joined Sanford Thompson and Ted Smyth, working with them on significant Injury cases for five years until he and Mr. Smyth continued practice on their own for another ten years, working on a variety of catastrophic injury and insurance cases. Mr. Cioffi continued that work on his own over the last ten years, until joining Maginnis Howard, of counsel, a firm with whom he worked on scores of cases over the years. He is a first-generation American who grew up in New Hampshire going to one-room schoolhouses for his primary education. In high school, legal and government opportunities were opened (Boys State and Model UN awards) and furthered when Mr. Cioffi went to college at the University of New Hampshire (internships in U.S. Senate, New Hampshire Association of Counties, and National Association of Counties) and culminated when he went to work as a speech writer for the New Hampshire State Senate. He went to law school at American University in Washington, D.C., where he took on a joint degree program in law and international relations. Mr. Cioffi completed the course work for his master's degree, and left D.C. for North Carolina to marry his now-wife of 38-years, before he finished his dissertation in International Relations. He has been president of the Tenth Judicial District Memorials Committee, president of the North Carolina Bar Association Medico-Legal Guidelines Committee, president of the Susie Sharp Inn of Court, and several local and community organizations.

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Speaker bio
Andrew J Hanley

Andrew J. Hanley

Crossley McIntosh Collier Hanley & Edes, PLLC
Andrew Hanley

is a partner with the Wilmington law firm of Crossley McIntosh Collier Hanley & Edes, PLLC. Since 1991, he has practiced in the areas of civil litigation, insurance defense, employment law, maritime law, federal workers compensation, Longshore and Harbor Workers' Compensation Act. Mr. Hanley is a member of the North Carolina Bar Association, State Bar of Texas, Southeastern Admiralty Law Institute, Maritime Law Association, and the Defense Research Institute. He is admitted to practice in North Carolina and Texas; and before the U.S. District Court for the Eastern and Western districts of North Carolina, U.S. District Court for the Southern District of Texas, U.S. Court of Appeals for the Fourth and Fifth circuits, and the U.S. Supreme Court. Mr. Hanley earned his B.A. degree from Cornell University and his J.D. degree, cum laude, from Tulane University.

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