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
DownloadLosing a Client Does Not Have to be a Total Loss
Go to pageClient Expectations: Discovering Them, Understanding Them, Managing Them
Go to pageEight Small Steps to Improve Client Relationships
Go to pageClaims and Litigation Management Alliance Guidelines
DownloadLitigation Guidelines
DownloadLitigation Guidelines (2)
DownloadCourse 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
Go to pageReference
Estimating Unpaid Claims Using Basic Techniques Reference: remainder of pp. 4-94, 419-428 not listed in Required Reading List
Go to pageData Management Body of Knowledge
DownloadCourse 03: Alternative Fee Arrangements
Required
The LegalBizDev Guide to Alternative Fees
DownloadTime to Dive In: Understanding the Ebb and Flow of AFAs, Litigation Management, Fall 2011
DownloadAre AFAs for You? Litigation Management, Fall 2011
DownloadACC Value-Based Fee Primer
DownloadCourse 04: Evaluation and Assessment, Impact Reporting and Reserving
Required
It's Time to Mine
DownloadPredictive Claims Reserving
DownloadEffective Management of Outside Counsel
Go to pageHow to Utilize Metrics
Go to pageNational Litigation Management Study (pages 9 to 10 and 14 to 15)
DownloadCourse 05: Litigation Metrics
Required
10 Tips for Coverage Position Letters
DownloadThe Do’s and Don’ts of Case Reporting
Go to pageCourse 06: Coverage Perspectives
Required
Travelers Property v. Centex Homes
DownloadAllocation in Continuous Damage Claims
DownloadEssentials: What Every Claim Adjuster Should Know About Bad Faith
Go to pageSan Diego Federal Credit Union v. Cumis Ins Society
Go to pagePepper's Example Intentional Acts
DownloadPepper's Example Work Product Exclusion
DownloadReference
Trigger of Coverage Chart
DownloadAdditional Insureds Endorsement
DownloadCommercial General Liability Coverage Form
DownloadMoeller v. American General Insurance
DownloadBurd v. Sussex Mutual
Go to pageDo Certificates of Insurance Matter?
Go to pageReyburn v. Plaster
Download50 State Quick Reference Guide - Independent Counsel
DownloadCourse 07: Fundamentals of Risk Transfer
Required
Indemnity in a Nutshell
DownloadCoverage for Contractual Risk Transfer and Additional Insured Issues
DownloadEvolving AI Endorsement Interpretations
Go to pageReference
Business Auto Coverage Form
DownloadHomeowners 3 Special Form
DownloadPersonal Auto Policy
DownloadA Guide to Risk Transfer
Go to pageAdditional Insured Status: Recognizing Coverage Risks
Go to pageLimited Form Vendor's Endorsement — Issues to Be Considered Part 1
DownloadLimited Form Vendor's Endorsement — Issues to Be Considered Part 2
DownloadQuestions and Answers on Additional Insured Issues — Part 1
Go to pageQuestions and Answers on Additional Insured Issues — Part 2
Go to pageContractual Risk Transfer — Is It Worth the Cost?
DownloadCourse 08: Resolution Strategies
Required
The Strategic Lawyer
Go to pageThe Negotiation Counsel Model: An Empathetic Model for Settling Catastrophic Personal Injury Cases
DownloadWhy Should Businesses Hire Settlement Counsel?
Go to pageSmall Firms, Big Lawyers: Five Tips for Dealing with Obnoxious Opponents
Go to pageWhen 'Winning' is the Expensive Solution
Go to pageHow Responding to RFPs Fits Within Your Business Development Plan
Go to pageReference
Workers’ Compensation Claims Closure Projects Offer Solutions for Adjusters
Go to pageThe Power of an Apology
Go to pageBarclays to Settle PPI Claims 'No Questions Asked'
Go to pageThe Changing Role of Evaluation in Commercial ADR
DownloadTwilight of the Gunslinger: The Changing Role of the Civil Litigation Lawyer
DownloadOne More Mediation Pet Peeve
Go to pageManaging Corporate Litigation: It’s About Good Judgment (Donal Jemberg)
DownloadA View from the Shady Side (Trial Reporter)
Go to pageA Matter of Time
Go to pageBP Fund to Settle More Than 2,000 Claims
Go to pageA Better Approach to Medical Malpractice Claims? The University of Michigan Experience
Go to page13.5 Steps to a Successful RFP Response (Sugarcrest Report)
Go to pageState-by-State Comparison
DownloadCourse 09: e-Billing
Required
Levi Strauss & Co. Serengeti Tracker E-Billing Return on Investment Study
Go to pageAltman Weil: Law Departments: Using e-Billing to manage Outside Counsel's Costs
Go to pageE-Billing Primer
Go to pageReference
Kathleen Romano v. Steelcase
Go to pageObtaining Evidence from Social Networking Websites
Go to pageLargent v. Reed
Go to pageCourse 10: e-Strategy
Required
As Voir Dire Becomes Voir Google, Where Are the Ethical Lines Drawn
DownloadFacebook, Twitter and Linkedin
DownloadThe Tweet Smell of Success, or a Trip to the Disciplinary Board? Ethical Concerns in the Use of Social Media.
DownloadFacing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media
DownloadWith Friends Like These (PDF)
DownloadCourse 11: Practical Aspects of Litigation Management
Required
Cutting Through the Clutter of Litigation “Management”
DownloadPartnering with Your Attorneys on Major Lawsuits
DownloadA Win-Win Strategy
DownloadWe Have to Talk: A Step-By-Step Checklist for Difficulty Conversations
Download
