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The Perfect Personal Injury File: Coverage, Med Recs, Damages, Liens, and Winning Demands

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Date and Time

Thursday, October 15, 2026, 10:00 AM until 5:00 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

Master Essential Pre-Suit Skills PI Firms Value

Personal injury paralegal work happens in the trenches - hunting for hidden insurance policies, chasing down adjusters, managing mountains of medical records, and building demand packages that actually move cases forward. This program gives you the full pre-suit picture. Whether you're stepping into your first PI role or sharpening your skills, this course delivers the practical, firm-ready skills that separate good paralegals from indispensable ones. Register today!

  • Track down all available insurance coverage and flag what matters.
  • Build airtight medical chronologies that drive demand value.
  • Spot red flags early and avoid common case-killing mistakes.
  • Manage liens, including Medicare and Medicaid, from identification through reduction.
  • Communicate with adjusters professionally and strategically.
  • Assemble demand packages that get results.

Abbreviated Agenda

  1. Medical and Damages Investigation: Leaving No Stone Unturned
  2. Liability Investigation Checklist: What to Identify, Collect, and Preserve
  3. Coverage Investigation Checklist and UM/UIM Claims
  4. Communicating With Insurance Adjusters: Best Practices
  5. Lien Tracking, Reduction Support, and Resolution
  6. Settlement, Disbursement, and Closing Files
  7. Building a Winning Demand Package
  8. Paralegal Ethics
Registration Fee $ 319.00
Register Now

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