Reading Materials

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

Taming the Beast: Managing Client Expectations in a 24/7 World

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Client Expectations: Discovering Them, Understanding Them, Managing Them

Download

Eight Small Steps to Improve Client Relationships

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Claims and Litigation Management Alliance Guidelines

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Litigation Guidelines

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Litigation Guidelines (2)

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Course 2: Legal Analytics – Beyond Invoice Review

Required

Altman Weil: Law Departments: Using e-Billing to manage Outside Counsel's Costs

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Reference

Kathleen Romano v. Steelcase

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Obtaining Evidence from Social Networking Websites

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UTBMS Uniform Task Force Based Management System Website

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LEDES.org The Global Standard in Legal Data Exchange

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Course 3: Alternative Fee Arrangements

Required

Embrace Alternative Fee Arrangements

Download

GCs See Potential in Shaking Up Arbitration Fee Norms

Download

Marketing Alternative Fee Arrangements

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Course 4: Reserving and Data Management from an Actuarial Perspective

Required

Estimating Unpaid Claims Using Basic Techniques - Required pages listed on page 2 of document

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Reference

Estimating Unpaid Claims Using Basic Techniques - Reference reading listed on page 2 of document

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Data Management Body of Knowledge

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Course 5: Evaluation and Assessment: Impact Reporting and Reserving

Required

Effective Management of Outside Counsel

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National Litigation Management Study (pages 9 to 10 and 14 to 15)

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Course 6: Litigation Metrics

Required

10 Tips for Coverage Position Letters

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The DOs and DON'Ts of Case Reporting

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Course 7: Coverage Perspectives

Required

Travelers Property v. Centex Homes

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Allocation in Continuous Damage Claims

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Essentials: What Every Claim Adjuster Should Know About Bad Faith

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San Diego Federal Credit Union v. Cumis Ins Society

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Pepper's Example Intentional Acts

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Pepper's Example Work Product Exclusion

Download

Reference

W.Hills Dev. Co v. Chartis Claims

Download

Trigger of Coverage Chart

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Additional Insureds Endorsement

Download

Commercial General Liability Coverage Form

Download

Moeller v. American General Insurance

Download

Do Certificates of Insurance Matter?

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Reyburn v. Plaster

Download

50 State Quick Reference Guide - Independent Counsel

Download

Course 8: Fundamentals of Risk Transfer

Required

Indemnity in a Nutshell

Download

Coverage for Contractual Risk Transfer and Additional Insured Issues

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Contractual Risk Transfer — Is It Worth the Cost?

Download

Reference

Business Auto Coverage Form

Download

Homeowners 3 Special Form

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Personal Auto Policy

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Additional Insured Status: Recognizing Coverage Risks

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Limited Form Vendor's Endorsement — Issues to Be Considered Part 1

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Limited Form Vendor's Endorsement — Issues to Be Considered Part 2

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Questions and Answers on Additional Insured Issues — Part 1

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Questions and Answers on Additional Insured Issues — Part 2

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Course 9: Resolution Strategies

Reference

5 Mediation Myths, Debunked

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Stories from The Disruptive Lawyer

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Course 10: e-Strategies

Required

With "Friends" Like These, Who Needs Enemies? Passwords, Privacy and the Discovery of Social Media Content

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As Voir Dire Becomes Voir Google, Where are the Ethical Lines Drawn

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Facebook, Twitter and LinkedIn

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The Tweet Smell of Success, or a Trip to the Disciplinary Board? Ethical Concerns in the Use of Social Media.

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Facing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media

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Reference

Largent v. Reed, 2009-1823 (Pa. Ct. of Common Pleas; Nov 8, 2011)

Download

Course 11: Practical Aspects of Litigation Management - Strategic Implementation

Required

Cutting Through the Clutter of Litigation “Management”

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Partnering with Your Attorneys on Major Lawsuits

Download

A Win-Win Strategy

Download

We Have to Talk: A Step-By-Step Checklist for Difficult Conversations

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