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
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 2: e-Billing
Required
Altman 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 pageCourse 3: 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 4: Reserving and Data Management from an Actuarial Perspective
Required
Estimating Unpaid Claims Using Basic Techniques - Required pages listed on page 2 of document
DownloadReference
Data Management Body of Knowledge
DownloadEstimating Unpaid Claims Using Basic Techniques - Reference reading listing on page 2 of document
DownloadCourse 5: Evaluation and Assessment: Impact Reporting and Reserving
Required
Effective Management of Outside Counsel
Go to pageNational Litigation Management Study (pages 9 to 10 and 14 to 15)
DownloadCourse 6: Litigation Metrics
Required
10 Tips for Coverage Position Letters
DownloadThe Do’s and Don’ts of Case Reporting
Go to pageCourse 7: 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
DownloadW.Hills Dev. Co v. Chartis Claims
DownloadCourse 8: Fundamentals of Risk Transfer
Required
Indemnity in a Nutshell
DownloadCoverage for Contractual Risk Transfer and Additional Insured Issues
DownloadContractual Risk Transfer — Is It Worth the Cost?
DownloadReference
Business Auto Coverage Form
DownloadHomeowners 3 Special Form
DownloadPersonal Auto Policy
DownloadAdditional 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 pageCourse 9: Resolution Strategies
Reference
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 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 pageState-by-State Comparison
DownloadMediation no time to let boys be boys: Mind your brain's chemistry in mediation
DownloadDecision-making in negotiating settlements and anchoring effect
DownloadDecision-making in negotiating settlements: the overconfidence bias
DownloadCourse 10: e-Strategies
Required
With Friends Like These (PDF)
DownloadAs 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
DownloadReference
Largent v. Reed, 2009-1823 (Pa. Ct. of Common Pleas; Nov 8, 2011)
DownloadCourse 11: Practical Aspects of Litigation Management - Strategic Implementation
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