Handouts
Description
Below are links to all of the pre-course reading materials. You are expected to read all material before attending the in-class sessions. Some courses have both a required and reference reading list - reference materials are optional.
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.
Reference
Friday Courses 1-5 PowerPoints
DownloadSaturday Courses 6-9 PowerPoints
DownloadSunday Courses 10-11 PowerPoints
DownloadCourse 1: Client Relations, Expectations and Confidentiality
Required
Taming the Beast: Managing Client Expectations in a 24/7 World
DownloadClient Expectations: Discovering Them, Understanding Them, Managing Them
DownloadEight Small Steps to Improve Client Relationships
Go to pageClaims and Litigation Management Alliance Guidelines
DownloadLitigation Guidelines
DownloadLitigation Guidelines 2
DownloadCourse 2: Fundamentals of Risk Transfer
Required
The Ongoing Argument of Ongoing Operations
DownloadIndemnity in a Nutshell
DownloadCoverage for Contractual Risk Transfer and Additional Insured Issues
DownloadContractual Risk Transfer — Is It Worth the Cost?
DownloadReference
Business Auto Coverage Form
DownloadHomeowners 3 Special Form
DownloadPersonal Auto Policy
DownloadAdditional Insured Status: Recognizing Coverage Risks
DownloadLimited 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 pageCourse 3: Alternative Fee Arrangements
Required
Marketing Alternative Fee Arrangements
DownloadGCs See Potential in Shaking Up Arbitration Fee Norms
DownloadEmbrace Alternative Fee Arrangements
DownloadCourse 4: Reserving and Data Management from an Actuarial Perspective
Required
Estimating Unpaid Claims Using Basic Techniques - Required pages listed on page 2 of document
DownloadReference
Estimating Unpaid Claims Using Basic Techniques - Reference reading listed on page 2 of document
DownloadCourse 5: Resolution Strategies
Required
Raising Emotional Intelligence
Download5 Mediation Myths, Debunked
DownloadCourse 6: Litigation Metrics
Required
Don't Be Tyrannized by Old Metrics
DownloadThe True Measures of Success
DownloadCLM Litigation Management Report
DownloadCourse 7: Coverage Perspectives
Required
Essentials: What Every Claim Adjuster Should Know About Bad Faith
Go to pageSan Diego Federal Credit Union v. Cumis Ins Society
Go to pageTravelers Property v. Centex Homes
DownloadAllocation in Continuous Damage Claims
DownloadReference
Additional Insureds Endorsement
DownloadCommercial General Liability Coverage Form
DownloadMoeller v. American General Insurance
DownloadReyburn v. Plaster
DownloadPepper's Example Intentional Acts
DownloadPepper's Example Work Product Exclusion
Download50 State Quick Reference Guide - Independent Counsel
DownloadW.Hills Dev. Co v. Chartis Claims
DownloadDo Certificates of Insurance Matter?
Go to pageTrigger of Coverage Chart
DownloadCourse 8: Pen to Paper: Strategic Budgeting and Simple Data Mining
Reference
Law Department Analytics Survey
DownloadMajority of Legal Ops Directors Call Data Analytics ‘Priority’
DownloadLaw Department Metrics Your CEO Wants to See
DownloadLaw Department Responsibility
DownloadThe Budgeting Piece of the Business of Law
DownloadLaw Department Budgeting and Forecasting
DownloadMaking Litigation Plans and Budgets Work for You
DownloadTop Ten Metrics That Your Legal Department Should Be Tracking
DownloadLegal Industry Evolution-Back To Business
DownloadIn Litigation, Budgets are Outside Counsel's Friend
DownloadMost Law Firms Not Meeting GCs’ Expectations
DownloadA Guide to Partnering with Outside Litigation Counsel
DownloadIn Search of Predicable Legal Budgets
DownloadLatest Trends and Best Practices in Managing Outside Counsel
DownloadThe Litigation Plan- An Alternative To Traditional Litigation Budgets
DownloadCourse 9: Evaluation and Assessment: Impact Reporting and Reserving
Required
Effective Management of Outside Counsel
DownloadNational Litigation Management Study (pages 9 to 10 and 14 to 15)
DownloadCourse 10: e-Strategies
Required
With "Friends" Like These, Who Needs Enemies? Passwords, Privacy and the Discovery of Social Media Content
DownloadAs Voir Dire Becomes Voir Google, Where are the Ethical Lines Drawn
DownloadFacebook, Twitter and LinkedIn
DownloadThe Tweet Smell of Success, or a Trip to the Disciplinary Board? Ethical Concerns in the Use of Social Media
DownloadFacing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media
DownloadReference
Largent v. Reed, 2009-1823 (Pa. Ct. of Common Pleas; Nov 8, 2011)
DownloadCourse 11: Practical Aspects of Litigation Management - Strategic Implementation
Required
Cutting Through the Clutter of Litigation “Management”
DownloadPartnering with Your Attorneys on Major Lawsuits
DownloadA Win-Win Strategy
DownloadWe Have to Talk: A Step-By-Step Checklist for Difficult Conversations
Download