Skills and Tactics for Case Preparation, Investigation and Discovery in New York

(260 Ratings)

Produced on: September 24, 2016

Course Format On Demand Audio

Taught by


Course Description

Time 74 minutes
Difficulty Advanced

Careful pre-suit and pre-trial evaluation, research and investigation can make a significant difference in your clients’ cases. Attorneys need to make early decisions in their cases to find and secure evidence for trial. Attorneys also must prepare to counter and frame evidence that may be used against them. Once in suit, attorneys must make proactive decisions to structure discovery demands and maximize their effectiveness.

This course discusses techniques associated with client intake and case evaluation. Here, attorney Clifford Tucker reviews certain strict deadlines, which apply to representing injured people, and discusses the basic forms needed to obtain medical and other private information. He will also address managing client expectations and review how to use the client interview to identify other sources of evidence and to learn issues in the case.

Clifford discusses tactics to find evidence and to secure it against disappearing or spoliation and review spoliation law in New York, as well as using the Freedom of Information Act and the New York Public Officers’ Law to obtain evidence from the government. In that context, he reviews the “no contact rule” N.Y.R.P.C. 4.2. Finally, Clifford addresses skills and techniques in drafting discovery demands and building a record to compel production of discovery.   

Learning Objectives:
  1. Discuss client interviewing and case intake
  2. Recognize essential areas for pre-suit research and investigation
  3. Identify skills and tactics for goal-oriented case development
  4. Build successful discovery demands
  5. Effectively compel discovery

This course originally appeared as a part of our September 2016 Bridge the Gap Event.


Clifford Tucker

Fisher Injury Lawyers

Clifford Tucker represents people and their families who have been hurt or experienced a death by negligence or wrongdoing. He researches the law, gathers evidence, collaborates with experts, and goes to court. He builds cases showing how the law was broken and how much damage was suffered. He works closely with clients and their families to build trust and guide them through their cases.

Clifford Tucker is licensed to practice law in New York and New Jersey State Courts and in the Eastern District of New York. He was born, raised, and educated in New York. He graduated cum laude and with honors from Brooklyn Law School. He has lectured to law students on representing injured people and has led discussions on civil rights at the National Association of Social Workers. He is a member of the New York State Bar Association and the New York State Trial Lawyers Association. Clifford Tucker was selected to the Super Lawyers 2016 New York Metro Rising Stars list.

As an undergraduate at Binghamton University, Clifford Tucker earned several awards in policy debate and helped his college to a First Place Ranking for both the National Debate Tournament and Cross Examination Debate Association. After college, Clifford Tucker became an investigator for the New York City Civilian Complaint Review Board where he investigated allegations of police misconduct. In that position, he interviewed approximately 200 police officers of various rank and approximately 100 civilians, conducted field investigations, and provided reports as to his findings.


David S.

Very good presentation

Angela R.

preparation portion was informative and great. Discovery and Investigation was well thought out.

Helen E.

Excellent course and instructor. Very informative.

john n.

Lecturer very knowledgeable and good communicator. He did a good job

Brian B.

The lecture was informative

dante d.

Present it was good. A lot of the content revolves around tort

Lauren M.

I enjoyed this presentation and learned several practical tips I plan to implement.

Michele P.

He covered the broad and narrow issues equally well.

Daniel S.

A really solid CLE with lots of practical/usable information. Well done.

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$ 89 Personal Injury and Negligence and Litigation In Stock


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