Paralegal Boot Camp

This is an on-demand course that you can take at your own pace and from any computer, tablet, or mobile device.

You have access to the course for one year.  

Module 1: The Fundamental Skills 

Start with the foundation that sets great PI paralegals apart - the mindset, habits, and client-handling skills that will make you indispensable from day one.

You'll learn how to:

• Be a proactive personal injury paralegal with a shift in mindset
• Master time management skills to get you out of the office sooner
• Be an expert in client management
• Master the terms and terminology that are critical for personal injury case managers

Module 2: Mastering the Intake Phase

The intake process sets the tone for the entire case. This module shows you how to manage it like a pro and avoid the critical misteps that cause bottlenecks later that can delay settlements.

You'll learn how to:

• Be the rockstar personal injury paralegal who streamlines the intake phase
• Evaluate different intake options and a step-by-step guide to set each of them up
• Know the critical tasks before the client meeting with you and the attorney
• Step up and play an important role at the initial client meeting
• Use the personal injury paralegal guide to ensure that things don't slip through the cracks that could later cause a delay in moving the file toward the final settlement
• How to evaluate the intake data

Module 3:  Gathering the Evidence

Learn exactly what you need to collect, how to get it, and how to organize it for maximum impact during the demand package drafting and settlement phase.

You'll learn how to:

• Request medical records to prevent the typical delays
• Consider outsourcing if staffing is an issue
• Work with liens and subrogation issues such as Medicare/Medicaid and others
• Get the photographs (or how to outsource if it won't be you taking the photos)
• Conduct witness interviews - along with a mock witness interview for you to learn from
• You also get a checklist of other records to consider in the not-so-typical claim files so that nothing gets left out

Module 4: Managing the Medical Records

You'll become the case file's information manager, ensuring that treatment is documented, progress is tracked, and summaries are complete and accurate. All of this because you are now the rockstar personal injury case manager. 

You'll learn how to:

• Use our paralegal case management tools
• Manage the medical records to keep the case moving forward
• Prepare medical summaries and chronologies
• Draft medical status updates to keep the client active in their treatment to prevent bottlenecks in the settlement process
• Track medical expenses throughout the pre-litigation phase of the personal injury claim process

Module 5: The Demand Package & Settlement Negotiations

This is where the files settle or stall. Learn how to assemble bulletproof demand packages and navigate your paralegal role in negotiations.

You'll learn how to:

• Draft the doctor's letter/meeting with the attorney
• Prepare a thorough demand package
• Drafting the demand letter using your personal injury checklist for paralegals
• Use advanced proofreading techniques to reduce errors in the demand letter
• Understand the ethical side of participating in negotiations with the claims adjuster
• Understand negotiations to get the file to the settlement phase
• Use your important role during the disbursement phase and things you want to look out for

Module 6: Starting Litigation (if it doesn't settle)

Even if the file gets handed over to a different department if it doesn't settle and you don't handle litigation, knowing what comes next helps you prepare better files and stand out on your team. 

You'll learn how to:

• Transition a file smoothly into the litigation phase
• Preparing for litigation from the start
• Know how to serve the complaint and initial discovery 
• Use proactive case management principles to move the case forward in litigation
• Use a Personal Injury Case Tracking Log to make sure you don't miss any deadlines