Handouts
Description
Welcome to the Litigation Management Institute!
Below you will find links to all required pre-course reading materials. To get the most out of your classroom experience, please review all materials prior to attending the in-person sessions.
These resources have been provided exclusively for enrolled Litigation Management Institute students and are intended for personal educational use only. We kindly ask that you do not share, copy, distribute, or publish these materials outside of the program.
Thank you, and we look forward to seeing you in Chicago.
Course 1: Client Relations, Expectations and Confidentiality
Required
Course 1 - Client Relations, Expectations and Confidentiality
DownloadReference
Course 1 - What Attorneys Need to Know About Client Expectations
DownloadCourse 2: Coverage Perspectives and Fundamentals of Risk Transfer
Required
Course 2 - Coverage and Risk Transfer
DownloadReference
Course 2 - Insurer Duty-to-Defend Standard State Law Survey
DownloadCourse 2 - Pepper's Example Work Product Exclusion
DownloadCourse 2 - Pepper's Example Intentional Acts
DownloadCourse 2 - Risk Transfer Indemnity and AI
DownloadCourse 2 - Contractual Liability Insurance
DownloadCourse 3: Litigation Metrics
Required
Course 3 Litigation Metrics
DownloadReference
Course 3 - 2026 CLM Litigation Management Study
DownloadCourse 3 - 2024 CLM Defense Counsel Study
DownloadCourse 4: Legal Budgeting and Fee Considerations/AFA's
Required
Course 4 - Legal Budgeting and Fee Considerations
DownloadReference
Overwhelmed and Understaffed The Law Firm Talent Crunch - Article
DownloadCourse 5: Emerging Technology in Claims and Litigation Management
Required
Course 5 - Emerging Tech in Law Firms
DownloadCourse 6: Evaluation & Assessment: Impact Reporting and Reserving
Required
Course 6 - Evaluation Assessment Impact Reporting Reserving
DownloadCourse 7: Resolution Options
Required
Course 7 - Resolution Options
DownloadCourse 8: Reserving and Data Management from an Actuarial Perspective
Required
Course 8 - Reserving and Data Management from an Actuarial Perspective
DownloadReference
Course 8 - Estimating Unpaid Claims
DownloadCourse 8 - Estimating Unpaid Reference
DownloadCourse 9: Generative AI and Usage in Litigation Management
Required
Course 9 - Generative AI and Usage in Litigation Management
DownloadCourse 10: Legal System Abuse
Required
Course 10 - Legal System Abuse
DownloadCourse 11: Practical Aspects of Litigation Management - Strategic Implementation
Reference
Course 11 - A Win-Win Strategy
DownloadCourse 11 - Partnering With Your Attorneys on Major Lawsuits
Download
