Reading Materials
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
Taming the Beast: Managing Client Expectations in a 24/7 World
DownloadClient Expectations: Discovering Them, Understanding Them, Managing Them
DownloadEight Small Steps to Improve Client Relationships
Go to pageClaims and Litigation Management Alliance Guidelines
DownloadLitigation Guidelines
DownloadLitigation Guidelines (2)
DownloadCourse 2: Legal Analytics – Beyond Invoice Review
Required
Altman Weil: Law Departments: Using e-Billing to manage Outside Counsel's Costs
Go to pageReference
Kathleen Romano v. Steelcase
Go to pageObtaining Evidence from Social Networking Websites
Go to pageUTBMS Uniform Task Force Based Management System Website
Go to pageLEDES.org The Global Standard in Legal Data Exchange
Go to pageCourse 3: Alternative Fee Arrangements
Required
Embrace Alternative Fee Arrangements
DownloadGCs See Potential in Shaking Up Arbitration Fee Norms
DownloadMarketing Alternative Fee Arrangements
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
Estimating Unpaid Claims Using Basic Techniques - Reference reading listed on page 2 of document
DownloadData Management Body of Knowledge
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 DOs 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
W.Hills Dev. Co v. Chartis Claims
DownloadTrigger of Coverage Chart
DownloadAdditional Insureds Endorsement
DownloadCommercial General Liability Coverage Form
DownloadMoeller v. American General Insurance
DownloadDo Certificates of Insurance Matter?
Go to pageReyburn v. Plaster
Download50 State Quick Reference Guide - Independent Counsel
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
5 Mediation Myths, Debunked
DownloadStories from The Disruptive Lawyer
DownloadCourse 10: e-Strategies
Required
With "Friends" Like These, Who Needs Enemies? Passwords, Privacy and the Discovery of Social Media Content
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 Difficult Conversations
Download