Handouts
Description
2013 Litigation Management Reading Materials - Below are links to all of the pre-course reading materials. You areexpeted to read all material before attending the in-class sessions. Some courses have both a required and reference reading list. Reading the materials on the reference lists is optional.
If you have difficulty with any of the links, please contact Susan Wisbey-Smith at susan.wisbey-smith@theclm.org.
Use of this course material is strictly limited to students enrolled in the Litigation Management Institute. Any further distribution, copying or publication of these documents is prohibited.
Course 01
Required
Taming the Beast: Managing Client Expectations in a 24/7 World
Go to pageLosing a Client Does Not Have to be a Total Loss
Go to pageClient Expectations: Discovering Them, Understanding Them, Managing Them
Go to pageEight Small Steps to Improve Client Relationships
Go to pageClaims and Litigation Management Alliance Guidelines
DownloadLitigation Guidelines
DownloadLitigation Guidelines (2)
DownloadCourse 02
Required
Estimating Unpaid Claims Using Basic Techniques Required Reading: pp. 4-6, 17-25, 38-39 (Key Dates section), 44-50, 51-60 (up to Reported Claim Count Dev), 79-81, 84-94, 419-428
Go to pageReference
Estimating Unpaid Claims Using Basic Techniques Reference: remainder of pp. 4-94, 419-428 not listed in Required Reading List
Go to pageData Management Body of Knowledge
DownloadCourse 03
Required
Effective Management of Outside Counsel
Go to pageHow to Utilize Metrics
Go to pageIt’s Time to Mine
Go to pageNational Litigation Management Study (pages 9 to 10 and 14 to 15)
DownloadPredictive Claims Processing
Go to pageWhat Metrics Matter
Go to pageCourse 04
Required
The LegalBizDev Guide to Alternative Fees
Go to pageTime to Dive In: Understanding the Ebb and Flow of AFAs, Litigation Management, Fall 2011
DownloadAre AFAs for You? Litigation Management, Fall 2011
DownloadACC Value-Based Fee Primer
Go to pageReference
Statistical Insights on AFAs
DownloadCourse 05
Required
10 Tips for Coverage Position Letters
Go to pageThe Do’s and Don’ts of Case Reporting
Go to pageCourse 06
Required
Travelers Property v. Centex Homes
DownloadAllocation in Continuous Damage Claims
DownloadEssentials: What Every Claim Adjuster Should Know About Bad Faith
Go to pageSan Diego Federal Credit Union v. Cumis Ins Society
Go to pageBoston Gas
DownloadKeene Corp_ v_ Ins_ Co_ of North America, 667 F_ 2d 1034 - Court of Appeals
DownloadPepper's Example Intentional Acts
DownloadPepper's Example Work Product Exclusion
DownloadReference
Trigger of Coverage Chart
DownloadAdditional Insureds Endorsement
DownloadCommercial General Liability Coverage Form
DownloadMoeller v. American General Insurance
DownloadBurd v. Sussex Mutual
Go to pageDo Certificates of Insurance Matter?
Go to pageReyburn v. Plaster
Download50 State Quick Reference Guide - Independent Counsel
DownloadCourse 07
Required
Indemnity in a Nutshell
DownloadCoverage for Contractual Risk Transfer and Additional Insured Issues
Go to pageRisk Transfer Techniques
Go to pageEvolving AI Endorsement Interpretations
Go to pageReference
Business Auto Coverage Form
DownloadHomeowners 3 Special Form
DownloadPersonal Auto Policy
DownloadA Guide to Risk Transfer
Go to pageAdditional Insured Status: Recognizing Coverage Risks
Go to pageLimited Form Vendor's Endorsement — Issues to Be Considered Part 1
DownloadLimited Form Vendor's Endorsement — Issues to Be Considered Part 2
DownloadQuestions and Answers on Additional Insured Issues — Part 1
Go to pageQuestions and Answers on Additional Insured Issues — Part 2
Go to pageContractual Risk Transfer — Is It Worth the Cost?
DownloadCourse 08
Required
The Strategic Lawyer
Go to pageThe Negotiation Counsel Model: An Empathetic Model for Settling Catastrophic Personal Injury Cases
DownloadWhy Should Businesses Hire Settlement Counsel?
Go to pageSmall Firms, Big Lawyers: Five Tips for Dealing with Obnoxious Opponents
Go to pageWhen 'Winning' is the Expensive Solution
Go to pageHow Responding to RFPs Fits Within Your Business Development Plan
Go to pageUsing Settlement Technology to Resolve Cases
DownloadReference
Workers’ Compensation Claims Closure Projects Offer Solutions for Adjusters
Go to pageThe Power of an Apology
Go to pageBarclays to Settle PPI Claims 'No Questions Asked'
Go to pageThe Changing Role of Evaluation in Commercial ADR
DownloadTwilight of the Gunslinger: The Changing Role of the Civil Litigation Lawyer
DownloadOne More Mediation Pet Peeve
Go to pageManaging Corporate Litigation: It’s About Good Judgment (Donal Jemberg)
DownloadA View from the Shady Side (Trial Reporter)
Go to pageA Matter of Time
Go to pageBP Fund to Settle More Than 2,000 Claims
Go to pageA Better Approach to Medical Malpractice Claims? The University of Michigan Experience
Go to page13.5 Steps to a Successful RFP Response (Sugarcrest Report)
Go to pageState-by-State Comparison
DownloadCourse 09
Required
Legal Spend Management & e-Billing
Go to pageLevi Strauss & Co. Serengeti Tracker E-Billing Return on Investment Study
Go to pageAltman Weil: Law Departments: Using e-Billing to manage Outside Counsel's Costs
Go to pageE-Billing Primer
Go to pageWith Friends Like These (PDF)
DownloadFacebook, Twitter and LinkedIn
Go to pageThe Tweet Smell of Success
Go to pageKathleen Romano v. Steelcase
Go to pageAs Voir Dire Becomes Voir Google
Go to pageObtaining Evidence from Social Networking Websites
Go to pageLargent v. Reed
Go to pageCourse 10
Required
The Case For and Against Outsourced Legal Bill Review
DownloadCutting Through the Clutter of Litigation “Management”
DownloadPartnering with Your Attorneys on Major Lawsuits
DownloadThe Case For and Against Staff Counsel
DownloadReference
A Win-Win Strategy
Download
