2023 Litigation Management Institute

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

5 Ways to Manage Expectations

Download

My Lawyer is Always Available

Download

What New Attorneys Need to Know About Client Expectations

Download

Reference

Course 1 Client Relations, Expectations and Confidentiality

Download

Course 2: Coverage Perspectives

Required

Pepper's Example Work Product

Download

Pepper's Example Intentional Act

Download

Reference

Duty to Defend 50 State Survey 2023

Download

Duty to Issues

Download

Coverage Perspectives Study Guide

Download

Course 3: Fundamentals of Risk Transfer

Required

Contractual Liability and the CGL Policy

Download

Risk Transfer Indemnity and AI

Download

RISK-SHIFTING BY CONTRACT

Download

Reference

Course 3: Fundamentals of Risk Transfer

Download

Course 4: Legal Budgeting and Fee Considerations

Reference

Legal Budgeting and Fee Considerations

Download

Course 5: Litigation Metrics

Reference

The 2023 CLM Litigation Management Study Report of Findings

Download

The 2020 CLM Defense Counsel Study Report of Findings

Download

The 2019 CLM Litigation Management Study “State of the Union” Report of Findings

Download

Litigation Metrics Study Guide

Download

Course 6: Evaluation and Assessment: Impact Reporting and Reserving

Reference

Claim Evaluation: Determining Valuation

Download

The 2023 CLM Litigation Management Study Report of Findings

Download

The 2020 CLM Defense Counsel Study Report of Findings

Download

Course 6 Evaluation & Assessment Impact Reporting and Reserving

Download

Course 6:Evaluation and Assessment: Impact Reporting and Reserving

Download

Course 7: Resolution Options

Required

We’re Not in Kansas Anymore: Pre-Suit Risk Assessments and Exchange of Information in the Pursuit of Highway Justice

Download

Reference

Course 7 Resolution Options

Download

Course 8: Reserving and Data Management from an Actuarial Perspective

Reference

Estimating Unpaid Claims Using Basic Techniques

Download

Estimating Unpaid Claims Using Basic Techniques

Download

Study Guide

Download

Course 9:e-Strategies

Required

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

Download

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

Download

Reference

Facebook, Twitter and LinkedIn –Oh My!

Download

Largent v. Reed

Download

Friends Like These

Download

What is AI and How Can Law Firms Use it?

Download

Pa. Law Firms Crack Down on ChatGPT Use in Light of Privacy Concerns, Hallucinations

Download

Attys In ChatGPT Fiasco Sanctioned For 'BadFaith' Conduct

Download

Judge Rips Attys In ChatGPT Debacle: Not Just A'Mistake'

Download

Harnessing The Power Of AI In The Insurance Sector

Download

Circuit Splits to Watch in 2023

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ChatGPT: Generative AI and Law

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Benefits and use cases of AI in insurance

Download

Benefits and use cases of AI in insurance

Download

Attys In ChatGPT Fiasco Sanctioned For 'Bad Faith' Conduct

Download

AI Tools for Lawyers: Improving Efficiency and Productivity in Law Firms

Download

Study Guide

Download

Course 10: Practical Aspects of Litigation Management - Strategic Implementation

Reference

A Win-Win Strategy

Download

Cutting Through the Clutter of Litigation “Management”

Download

Partnering with Your Attorneys n Major Lawsuits

Download

We Have to Talk

Download

Practical Aspects of? Litigation Management?

Download