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A Young Lawyer's Guide to Initial Case Evaluation and Client Communication


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Not yet rated
Practice Area:
Young Lawyers
Speakers:
Matthew Cali |  Joe Megariotis |  Ryan Keates Blake |  Christian W. Castile |  Nicole Crossey
Duration:
1 Hour
License:
Expires 30 day(s) after program date.

Dates


Description

This program will cover the skills necessary for making a great first impression when receiving a new file, including evaluating for potential monetary exposure. Attendees will be provided with a mock case assignment that will include a Complaint, demand letter, contract including a mandatory arbitration clause, and other relevant materials. The lecture portion of the program will focus on the practical skills of communicating with clients when your knowledge of the case is limited, and on critical points for advising clients at early stages (think: document retention notices, etc.). This CLE is designed to teach participants how to strategize when considering a new case and set out a framework of the general legal information you should be prepared to provide in an initial call with a client or claims professional.

This will include providing attendees with valuable insights on:

  • What are the questions you should be prepared to answer?
    • General questions about the law in your jurisdiction.
    • Questions about Plaintiff’s counsel/Plaintiff’s firm.
    • Questions about the judge assigned to the case.
    • Questions about deadlines.
    • Do we need local counsel?
    • Can you place an economic value (preliminarily) on the claim based on factors such as jurisdiction, prior jury verdicts, and likelihood of dispositive motion success?
    • What is the jury pool like?
  • What questions should you ask?
    • Have you sent out a DRN?
    • Any red flags with this case/product at issue that should inform our initial steps? Prior lawsuits, for example?
  • What is important to know about how the client/carrier views the case?
  • What are the ethical considerations to be mindful of in initial communications with a client?

Attendance is limited to 30 participants

Credits


Alaska

CLE programs which take place outside of Alaska are not required to be accredited by the Alaska Bar Association. Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.

Arizona

Arizona does not pre-approve CLE.

Arkansas

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

 

British Columbia

Number of Accredited Hours: Pending
Ethics included:
Post Seminar Action: Please Self-Submit Credits To Your Province

California

Number of Accredited Hours: 1.00
Ethics included: 0
Elimination of Bias in the Legal Profession included: 0
Prevention, Detection and Treatment of Substance Abuse/Mental Illness that Impairs Professional Competence included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records.

 

Colorado

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Connecticut

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Delaware

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Florida

Number of Accredited Hours: Pending
Ethics included: 0
Elimination of Bias in the Legal Profession included: 0
Technology included: 0
Mental Health and Wellness included:
Seminar Course/Activity Number:
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Georgia

Number of Accredited Hours: Pending
Ethics included: 0
Professionalism included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Hawaii

This course was approved under the Hawaii "Approved Jurisdiction" policy, Pennsylvania being an Approved Jurisdiction. 

Number of Accredited Hours: Pending
Ethics included:
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Idaho

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: D

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Illinois

Number of Accredited Hours: Pending
Ethics included: 0
Diversity and Inclusion included: 0
Mental Health included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Indiana

Number of Accredited Hours: Pending
Ethics included: 0
NLS (Non-Legal subject) included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Iowa

Number of Accredited Hours: Pending
Ethics included: 0
Diversity & Inclusion included: 0
Wellness included: 
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Kansas

Number of Accredited Hours: Pending
Ethics included: 0
Law Practice Management included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Kentucky

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Louisiana

Number of Accredited Hours: Pending
Ethics included: 0
Professionalism included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Maine

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Minnesota

Number of Accredited Hours: Pending
Ethics included: 0
Elimination of Bias included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Missisippi

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Missouri

Number of Accredited Hours: Pending
Ethics included: 0
Elimination of Bias included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Montana

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Nebraska

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Nevada

Number of Accredited Hours: Pending
Ethics included: 0
Substance Abuse included: 
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

New Hampshire

As of July 1, 2014, attorneys will be reporting their own attendance to programs on a new online system. There will no longer be sponsor accreditation in NH.

New Jersey

Number of Accredited Hours: 1.20
Ethics included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records

New Mexico

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

New York

This course was approved under the New York Approved Jurisdiction Policy, Pennsylvania being an Approved Jurisdiction. 

Number of Accredited Hours: 1.00
Ethics included: 0
Diversity and Inclusion included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records

North Carolina

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

North Dakota

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Ohio

Number of Accredited Hours: 1.00
Professional Conduct included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Oklahoma

Number of Accredited Hours: Pending
Ethics included: 0 
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Ontario

Number of Accredited Hours: The Law Society of Upper Canada does not accredit Substantive Hours. If you attend the full program, you will receive full credit.
Ethics included:
Post Seminar Action: Please Self-Submit Credits To Your Province

Oregon

Number of Accredited Hours: Pending
Ethics included: 0
Access to Justice included: 0
Mental Health/Substance Use included: 
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Pennsylvania

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Rhode Island

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

South Carolina

Number of Accredited Hours: Pending
Ethics included: 0
MH/SA included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

 

Tennessee

Number of Accredited Hours: Pending
Dual included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

 

Texas

Number of Accredited Hours: Pending
Ethics included: 0 
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

 

Utah

Number of Accredited Hours: Pending
Ethics included: 0
Professionalism & Civility included: 
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

 

Vermont

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records

 

Virginia

Number of Accredited Hours: Pending
Ethics included: 0
Well-being included:
Post Seminar Action: Please Self-Submit Credits To Your State Agency

 

Washington

Number of Accredited Hours: Pending
Ethics included: 0
Nexus Subject included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

 

West Virginia

Number of Accredited Hours: 1.20
Ethics included: 0
Post Seminar Action:

You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.

Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.

Wisconsin

Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency

Wyoming

Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency


Course Materials

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