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Overview
Stay Organized and Ensure Nothing is Overlooked
When you're juggling multiple cases, especially those that require careful preparation and meticulous attention to detail, it's all too easy to let things fall through the cracks. Don't let that happen! This program is filled to the brim with checklists and practical tips to help you navigate each personal injury case with thoroughness and confidence. Improve your organization and efficiency in order to achieve better outcomes for clients - register today!
- Discover what you may be missing during case intake and pre-suit investigation.
- Use checklists to help you identify all potential liens and handle their resolutions.
- Gauge case value and potential with the help of handy checklists.
- Get a checklist guide through the litigation process, from initial pleadings to trial prep.
Abbreviated Agenda
- Case Intake Checklist and Questionnaire
- Document Collection and Review Checklists: Medical Records, Accident Reports, and More
- Lien Checklists
- Case Evaluation and Demand Package Checklists
- Settlement and Post-Settlement Checklists
- Litigation Checklists: Pleadings, Discovery, Motions, and Trial Prep
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 11-18-2026 |
| Alabama CLE |
|
3 Total | 12-31-2025 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 11-18-2026 |
| California CLE |
|
3 Total | 11-18-2026 |
| Colorado CLE |
|
4 Total | 12-31-2026 |
| Connecticut CLE |
|
3 Total | 11-18-2026 |
| Delaware CLE |
|
3 Total | 11-18-2026 |
| Florida CLE |
|
3.5 Total | 05-31-2026 |
| Georgia CLE |
|
3 Total | 12-31-2025 |
| Hawaii CLE |
|
3 Total | 11-18-2026 |
| Idaho CLE |
|
3 Total | 11-18-2029 |
| Illinois CLE |
|
3 Total | 11-17-2026 |
| Maine CLE |
|
3 Total | 11-17-2026 |
| Minnesota CLE |
|
3 Total | 11-18-2026 |
| Missouri CLE |
|
3.6 Total | 11-18-2026 |
| Northern Mariana Islands CLE |
|
3 Total | 11-18-2026 |
| Mississippi CLE |
|
3 Total | 07-31-2026 |
| Montana CLE |
|
3 Total | 11-18-2027 |
| North Dakota CLE |
|
3 Total | 11-18-2027 |
| Nebraska CLE |
|
3 Total | 11-18-2026 |
| New Hampshire CLE |
|
3 Total | 11-18-2027 |
| New Mexico CLE |
|
3 Total | 11-18-2026 |
| Nevada CLE |
|
3 Total | 11-18-2027 |
| New York CLE |
|
3.5 Total | 11-18-2027 |
| Ohio CLE |
|
3 Total | 12-31-2025 |
| Oklahoma CLE |
|
3.5 Total | 11-18-2026 |
| Oregon CLE |
|
3 Total | |
| Pennsylvania CLE |
|
3 Total | 11-18-2026 |
| South Carolina CLE |
|
3 Total | 12-31-2025 |
| Tennessee CLE |
|
3 Total | 11-17-2026 |
| Utah CLE |
|
3 Total | 12-31-2025 |
| Vermont CLE |
|
3 Total | 11-18-2026 |
| Washington CLE |
|
3 Total | 11-17-2029 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2025 |
| West Virginia CLE |
|
3.6 Total | 11-18-2026 |
Select Jurisdiction
CLE
Agenda
-
Case Intake Checklist and Questionnaire
-
Document Collection and Review Checklists: Medical Records, Accident Reports, and More
-
Lien Checklists
-
Case Evaluation and Demand Package Checklists
-
Settlement and Post-Settlement Checklists
-
Litigation Checklists: Pleadings, Discovery, Motions, and Trial Prep
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Andrew P. 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, and president of the Susie Sharp Inn of Court, and several local and community organizations.
Speaker bio
James K. Weston, II
is a board-certified civil trial lawyer at Tom Riley Law Firm PLC, where he has practiced since graduating from law school in 1996. He practices in the areas of personal injury and wrongful death, professional negligence/malpractice, commercial litigation, and general civil litigation. In addition to his trial practice, Mr. Weston regularly speaks to lawyers' groups on litigation and trial issues, insurance law, and other subjects. He earned his B.A. degree from the University of Iowa and his J.D. degree from Drake University School of Law.
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.
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