2017 Litigation Management Institute

Reading Materials

Description

2017 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 1: Client Relations, Expectations and Confidentiality

Required

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

Download

Losing a Client Does Not Have to be a Total Loss

Go to page

Client Expectations: Discovering Them, Understanding Them, Managing Them

Go to page

Eight Small Steps to Improve Client Relationships

Go to page

Claims and Litigation Management Alliance Guidelines

Download

Litigation Guidelines

Download

Litigation Guidelines (2)

Download

Course 2: e-Billing

Required

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

Go to page

E-Billing Primer

Go to page

Reference

Kathleen Romano v. Steelcase

Go to page

Obtaining Evidence from Social Networking Websites

Go to page

Course 3: 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 4: Reserving and Data Management from an Actuarial Perspective

Required

Estimating Unpaid Claims Using Basic Techniques - Required pages listed on page 2 of document

Download

Reference

Data Management Body of Knowledge

Download

Estimating Unpaid Claims Using Basic Techniques - Reference reading listing on page 2 of document

Download

Course 5: Evaluation and Assessment: Impact Reporting and Reserving

Required

Effective Management of Outside Counsel

Go to page

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

Download

Course 6: Litigation Metrics

Required

10 Tips for Coverage Position Letters

Download

The Do’s and Don’ts of Case Reporting

Go to page

Course 7: Coverage Perspectives

Required

Travelers Property v. Centex Homes

Download

Allocation in Continuous Damage Claims

Download

Essentials: What Every Claim Adjuster Should Know About Bad Faith

Go to page

San Diego Federal Credit Union v. Cumis Ins Society

Go to page

Pepper's Example Intentional Acts

Download

Pepper's Example Work Product Exclusion

Download

Reference

Trigger of Coverage Chart

Download

Additional Insureds Endorsement

Download

Commercial General Liability Coverage Form

Download

Moeller v. American General Insurance

Download

Burd v. Sussex Mutual

Go to page

Do Certificates of Insurance Matter?

Go to page

Reyburn v. Plaster

Download

50 State Quick Reference Guide - Independent Counsel

Download

W.Hills Dev. Co v. Chartis Claims

Download

Course 8: Fundamentals of Risk Transfer

Required

Indemnity in a Nutshell

Download

Coverage for Contractual Risk Transfer and Additional Insured Issues

Download

Contractual Risk Transfer — Is It Worth the Cost?

Download

Reference

Business Auto Coverage Form

Download

Homeowners 3 Special Form

Download

Personal Auto Policy

Download

Additional Insured Status: Recognizing Coverage Risks

Go to page

Limited Form Vendor's Endorsement — Issues to Be Considered Part 1

Download

Limited Form Vendor's Endorsement — Issues to Be Considered Part 2

Download

Questions and Answers on Additional Insured Issues — Part 1

Go to page

Questions and Answers on Additional Insured Issues — Part 2

Go to page

Course 9: Resolution Strategies

Reference

Workers’ Compensation Claims Closure Projects Offer Solutions for Adjusters

Go to page

The Power of an Apology

Go to page

Barclays to Settle PPI Claims 'No Questions Asked'

Go to page

The Changing Role of Evaluation in Commercial ADR

Download

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

Download

One More Mediation Pet Peeve

Go to page

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

Download

A Matter of Time

Go to page

BP Fund to Settle More Than 2,000 Claims

Go to page

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

Go to page

State-by-State Comparison

Download

Mediation no time to let boys be boys: Mind your brain's chemistry in mediation

Download

Decision-making in negotiating settlements and anchoring effect

Download

Decision-making in negotiating settlements: the overconfidence bias

Download

Course 10: e-Strategies

Required

With Friends Like These (PDF)

Download

As Voir Dire Becomes Voir Google, Where Are the Ethical Lines Drawn

Download

Facebook, Twitter and Linkedin

Download

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

Largent v. Reed, 2009-1823 (Pa. Ct. of Common Pleas; Nov 8, 2011)

Download

Course 11: Practical Aspects of Litigation Management - Strategic Implementation

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