On Demand

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From Start to Finish: File Opening, Closing, and Organization Checklists for Personal Injury Litigation

48m

Created on October 11, 2022

Intermediate

CC

Overview

Jenna Prosceno, a paralegal and practice coordinator with Leroy A. Tice, Esquire, P.A., aka TEAM TICE, presents a complete, all-in-one course on opening, closing, and case management organizing programs! Personal Injury Plaintiff Paralegals will end the course with a complete understanding of what to do upon intake, how to properly close a file, and never again worry about a future audit. In between, you will learn how to utilize your calendar/task prompts to help you build your file with ease.  

Impress any trial attorney with a complete file before litigation is even filed!  Viewers will have access to the checklist to use as a template to keep and customize for their use. 


Learning Objectives:

  1. Identify the top three things to do within the first 5 days of accepting a case

  2. Discuss what to put into your letters of representation to ensure your file gets built automatically

  3. Analyze what "interval case management" means and how it can make your work life much easier

  4. Discover how to close a file so that any future audit is passed


Credits

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