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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
- 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)
- Trial Preparation Checklist and Notebooks
- Lien Checklists, Communications, and Reduction Letters
- Legal Ethics: Forestall Issues With Proper Documentation
- Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
- Medical Records Cheat Sheets and Checklists
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California CLE |
|
6 Total | 12-11-2026 |
Select Jurisdiction
CLE
Agenda
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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
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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
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Pleadings: How to Make or Break a Case (With Examples)
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Trial Preparation Checklist and Notebooks
-
Lien Checklists, Communications, and Reduction Letters
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Legal Ethics: Forestall Issues With Proper Documentation
- Engagement Letters and Fee Agreements
- Conflict Checks and Waivers
- Client Funds: Ensuring Proper Handling and Documentation
- Ethically Terminating the Lawyer-Client Relationship
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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
-
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
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
Stanton T. Mathews
is the principal in the trial law specialty firm Bear Republic Law APC, located in Orange County, California. The firm focuses its expertise on the prosecution of civil wrongdoers, individual, corporate and governmental, whose conduct causes personal injury and economic loss. Mr. Mathews is a member of the American Board of Trial Advocates. He is a selected member of the Bar Register of Pre-Eminent Lawyers in America, and his jury verdicts seat him with the Multi-Million Dollar Advocates Forum. He is the co-author of the widely used California Practice Guide, California Causes of Action, published by James Publishing. He is a member of the American Association for Justice, Consumer Attorneys of California, Orange County Trial Lawyers, and Western Trial Lawyers Association.
Speaker bio
Christine Hummel
is the president and founder of Hummel Consultation Services, a national legal consultation practice specializing in the application of the Medicare Secondary Payer Act to workers' compensation, liability and no-fault cases. She is an active attorney with licensure in the state of Colorado. With more than 19 years of experience in Medicare compliance, Ms. Hummel is a published author and popular speaker on a wide array of topics related to Medicare compliance. She is a member of the American Bar Association (Health Law Section) and the Colorado Bar Association. Ms. Hummel's legal experience work includes Medicaid, probate and elder law. She donates a significant amount of time volunteering with the Federal Park Service, giving presentations on the roles of women during the American War of Independence. Ms. Hummel earned her B.S. degree from the University of Southern California and her J.D. degree from the University of Denver College of Law.
Speaker bio
Guy O. Kornblum
is the principal in Guy O. Kornblum, A Professional Law Corporation with its principal office in San Francisco, California. He has specialized as a trial and appellate lawyer for over 45 years. The firm specializes in a wide range of civil litigation, including serious injury and wrongful death, financial and physical elder abuse, and all aspects of insurance including bad faith claims. Mr. Kornblum himself has handled over 4000 litigated matters to a conclusion and has several million dollar plus cases to his credit. He has represented hundreds of clients, small businesses, individuals, and large Fortune 500 corporations over his years of practice. He is highly regarded for his courtroom and appellate skills, and his representation of his clients in mediations, where he has a strong track record of successful settlements. Mr. Kornblum is certified in civil trial law and civil pretrial practice advocacy by the prestigious National Board of Trial Advocacy, and is a charter fellow of the American College of Board-Certified Attorneys. He is also a life member of the Multi-Million Dollar and Million Dollar Advocate's Forum, for those attorneys who have achieved multi- million dollar awards or settlements for their clients; is a charter fellow of the Litigation Counsel of America Trial Lawyer Honorary; a Top 100 Trial Lawyer; and is listed in the Top 10 in the personal injury and insurance litigation fields. He is listed in the 23d Edition of The Best Lawyers in America. He has been selected as a Super Lawyer each year since 2006, and is a Top Attorney in North America. Mr. Kornblum is the author of Negotiating and Settling Tort Cases: Reaching the Settlement, published by the Thomson Reuters Publishing Company 5th ed, which be released in the next few months, and two texts on insurance law and bad faith claim, and over 150 published articles on various topics related to civil litigation and insurance and injury claims. Mr. Kornblum has been lecturing on continuing legal education programs for over 45 years on a local, state and national level. He has taught programs for numerous providers and regularly lectures for the San Francisco Bar Association, the National Academy for Continuing Legal Education and other CLE providers. He also has taught law school students at the University of California Law School, San Francisco (formerly the Hastings College of the Law), and at Santa Clara University Law School and San Francisco Law School. Mr. Kornblum has also qualified in both state and federal court as an expert witness on insurance claim handling, settlement value, negotiations and case value, and on the standard of care applicable to lawyers in civil litigation.
Speaker bio
Conor J. Hulburt
is a personal injury trial attorney in San Diego. He worked with The McClellan Law Firm and recently founded his own law firm the Hulbert law firm. where he represents victims of serious personal injury and wrongful death.
Speaker bio
Sanam Navab
is an attorney at the Law Offices of Sanam Navab/DBA, Visio Law Firm. She is also Of Counsel for Parker Stanbury, LLP, and a member of the board of Directors for UWLA School of Law and school of Business, as well as a member of the Los Angeles Trial Lawyers' Charities. She specializes in Personal Injury and Insurance Law. She is an active member of the California Bar and was admitted in 2014. She earned her J.D. degree from the University of West Los Angeles California, and her undergraduate degree from California State University, Northridge. Ms. Navab is admitted to practice in the state of California.
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