2015 Litigation Management Institute

Reading Material

Description

2015 Litigation Management Reading Materials - 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.  Reading the materials on the reference lists is optional.
If you have difficulty with any of the links, please contact Kay Ferrara (Kay.Ferrara@theclm.org)
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 01: Client Relations, Expectations and Confidentiality

Required

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

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Losing a Client Does Not Have to be a Total Loss

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Client Expectations: Discovering Them, Understanding Them, Managing Them

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Eight Small Steps to Improve Client Relationships

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Claims and Litigation Management Alliance Guidelines

Download

Litigation Guidelines

Download

Litigation Guidelines (2)

Download

Course 02: Reserving and Data Management from an Actuarial Perspective

Required

Estimating Unpaid Claims Using Basic Techniques Required Reading: pp. 4-6, 17-25, 38-39 (Key Dates section), 44-50, 51-60 (up to Reported Claim Count Dev), 79-81, 84-94, 419-428

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Reference

Estimating Unpaid Claims Using Basic Techniques Reference: remainder of pp. 4-94, 419-428 not listed in Required Reading List

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Data Management Body of Knowledge

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Course 03: Alternative Fee Arrangements

Required

The LegalBizDev Guide to Alternative Fees

Download

Time to Dive In: Understanding the Ebb and Flow of AFAs, Litigation Management, Fall 2011

Download

Are AFAs for You? Litigation Management, Fall 2011

Download

ACC Value-Based Fee Primer

Download

Course 04: Evaluation and Assessment, Impact Reporting and Reserving

Required

It's Time to Mine

Download

Predictive Claims Reserving

Download

Effective Management of Outside Counsel

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How to Utilize Metrics

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

Download

Course 05: Litigation Metrics

Required

10 Tips for Coverage Position Letters

Download

The Do’s and Don’ts of Case Reporting

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Course 06: 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

Trigger of Coverage Chart

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Additional Insureds Endorsement

Download

Commercial General Liability Coverage Form

Download

Moeller v. American General Insurance

Download

Burd v. Sussex Mutual

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Do Certificates of Insurance Matter?

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Reyburn v. Plaster

Download

50 State Quick Reference Guide - Independent Counsel

Download

Course 07: Fundamentals of Risk Transfer

Required

Indemnity in a Nutshell

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Coverage for Contractual Risk Transfer and Additional Insured Issues

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Evolving AI Endorsement Interpretations

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Reference

Business Auto Coverage Form

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Homeowners 3 Special Form

Download

Personal Auto Policy

Download

A Guide to Risk Transfer

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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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Contractual Risk Transfer — Is It Worth the Cost?

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Course 08: Resolution Strategies

Required

The Strategic Lawyer

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The Negotiation Counsel Model: An Empathetic Model for Settling Catastrophic Personal Injury Cases

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Why Should Businesses Hire Settlement Counsel?

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Small Firms, Big Lawyers: Five Tips for Dealing with Obnoxious Opponents

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When 'Winning' is the Expensive Solution

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How Responding to RFPs Fits Within Your Business Development Plan

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Reference

Workers’ Compensation Claims Closure Projects Offer Solutions for Adjusters

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The Power of an Apology

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Barclays to Settle PPI Claims 'No Questions Asked'

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The Changing Role of Evaluation in Commercial ADR

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Twilight of the Gunslinger: The Changing Role of the Civil Litigation Lawyer

Download

One More Mediation Pet Peeve

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Managing Corporate Litigation: It’s About Good Judgment (Donal Jemberg)

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A View from the Shady Side (Trial Reporter)

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A Matter of Time

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BP Fund to Settle More Than 2,000 Claims

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A Better Approach to Medical Malpractice Claims? The University of Michigan Experience

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13.5 Steps to a Successful RFP Response (Sugarcrest Report)

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State-by-State Comparison

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Course 09: e-Billing

Required

Levi Strauss & Co. Serengeti Tracker E-Billing Return on Investment Study

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

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E-Billing Primer

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Reference

Kathleen Romano v. Steelcase

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Obtaining Evidence from Social Networking Websites

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Largent v. Reed

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Course 10: e-Strategy

Required

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.

Download

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

Download

With Friends Like These (PDF)

Download

Course 11: Practical Aspects of Litigation Management

Required

Cutting Through the Clutter of Litigation “Management”

Download

Partnering with Your Attorneys on Major Lawsuits

Download

A Win-Win Strategy

Download

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

Download