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.
Course 1: Client Relations, Expectations, and Confidentiality
Required
Course 01 - Taming the Beast Managing Client Expectations in a 24-7 World
DownloadCourse 1 Client Expectations - Discovering Them, Understanding Them, Managing Them
DownloadClaims and Litigation Management Alliance Guidelines
DownloadLitigation Guidelines
DownloadLitigation Guidelines (2)
DownloadEight Small Steps to Improve Client Relationships
Go to pageCourse 2: Coverage Perspectives
Required
Travelers Property v. Centex Homes (1)
DownloadAllocation in Continuous Damage Claims (1)
DownloadEssentials: What Every Claim Adjuster Should Know About Bad Faith
Go to pageSan Diego Federal Credit Union v. Cumis Ins Society
Go to pageReference
50 State Quick Reference Guide - Independent Counsel (MHL BRM 10-30-03)-1
DownloadAdditional Insureds Endorsement
DownloadCommercial General Liability Coverage Form
DownloadMoeller v. American General Insurance
DownloadPepper's Example Intentional Acts
DownloadPepper's Example Work Product Exclusion
DownloadReyburn v. Plaster
DownloadTrigger of Coverage Chart
DownloadW. Hills Dev. Co. v. Chartis Claims_ Inc._ 360 Ore. 650
DownloadDo Certificates of Insurance Matter?
Go to pageCourse 3: 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 Worth the Cost
DownloadReference
Personal Auto Policy (2)
Downloadadditional_insured_status
DownloadBusiness Auto Coverage Form (2)
DownloadHomeowners 3 Special Form (2)
DownloadLimited Form Vendors Endorsement_Part 1 (2)
DownloadLimited Form Vendors Endorsement_Part 2 (2)
DownloadQuestions and Answers on Additional Insured Issues – Part 1
Go to pageQuestions and Answers on Additional Insured Issues – Part 2
Go to pageCourse 4: e-Strategies
Required
FacebookTwitter and Linkedin (2)
DownloadFacing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media (1)
DownloadFriends Like These (2)
DownloadThe Tweet Smell of Success, or a Trip to the Disciplinary Board_ Ethical Con (2)
DownloadReference
Course 4 e-Strategies - Largent v. Reed
DownloadCourse 5: Resolution Options
Required
Early and Often_Evaluating Your Claim and Launching Endgame
DownloadThe Psychology Behind Effective Claims Resolution Strategies_MagnaLS
Download5 Mediation Myths, Debunked
DownloadCourse 6: Evaluation & Assessment: Impact Reporting and Reserving
Reference
2019 CLM Litigation Management Study
Download2020 CLM Defense Counsel Study
DownloadEffective Management of Outside Counsel
DownloadCourse 7: Litigation Metrics
Required
Don't Be Tyrannized by Old Metrics_HBR_2016
DownloadReport of Findings_The 2019 CLM Litigation Management Study_Final Report_March 12 2019
DownloadThe True Measures of Success_HBR_2012
DownloadCourse 8: Reserving and Data Management from an Actuarial Perspective
Required
Estimating Unpaid Claims Using Basic Techniques - Required Reading
DownloadReference
Estimating Unpaid Claims Using Basic Techniques - Reference
DownloadCourse 9: Legal Budgeting and Fee Considerations
Required
Barker_Law Department Metrics Your CEO Wants to See, 2015-01-28
DownloadCoulter_Inside Counsel,The budgeting piece of the business of law, 2015-09-01
DownloadCounselLink - Law Department Budgeting and Forecasting
DownloadEmbrace Alternative Fee Arrangements; Kill the Billable Hour
DownloadGCs See Potential in Shaking Up Arbitration Fee Norms
DownloadMarketing Alternative Fee Arrangements
DownloadCourse 10: Practical Aspects of Litigation Management - Strategic Implementation
Required
A Win-Win Strategy
DownloadCutting Through the Clutter of Litigation Management
DownloadPartnering with Your Attorneys on Major Lawsuits
DownloadWe Have to Talk - A Step-by-Step Checklist for Difficult Conversations by Judy Ringer
Download
