Agenda / Content Covered

11:00 am - 6:00 pm Eastern Standard Time

1. Client Interview Tips and Case Management Hacks
   11:00 - 11:45, James K. Theisen
   
   1. Interviewing Potential Auto Injury Clients
   2. Asking Difficult Questions and Detecting Lies
   3. Investigating Parties and Witnesses
   4. Coordinating and Monitoring Treatment
   5. Go-to Resources for Researching Legal and Medical Issues
   6. Organizing Personal Injury Files
   7. Calculating and Managing Deadlines
2. Medical and Other Records: Obtaining, Reviewing and Summarizing
   11:45 - 12:45, William P. Galione
   
   1. Ultimate Documents and Information Checklist
   2. Medical Records, Reports and Examinations
   3. Damages Documentation: Medical Bills, Lost Wages, etc.
   4. Accident/Police Reports and Reports of Accident Reconstruction
   5. Witness Information and Statements
   6. Insurance and Claim Information
   7. Employment, School, Military Records
   8. Expert Reports
   9. Social Media, Smartphone, Text and Other ESI
   10. Company Records (Truck and Other Accidents)
3. Communicating with Medical Providers, Insurance Companies and More
   1:00 - 1:45, William P. Galione
   
   1. Ongoing Communication with Clients
   2. Coordinating with Auto Insurance Adjusters
   3. Corresponding with Hospitals and Doctors
   4. Contacting Lien Holders
   5. Working with Experts and Lay Witnesses
   6. Serving as Liaison Between Opposing Counsel and Supervising Attorney
4. Pleadings, Discovery, Motions and Briefs: Practical Pointers and Samples
   1:45 - 2:45, G. Grant Dixon III
   
   1. Preparing Auto Injury Pleadings
   2. Drafting and Answering Discovery in Auto Injury Cases
   3. Subpoenas (Insurance or Financial Documents, Medical Records, Phone Records, etc.)
   4. Deposition Summaries
   5. Motions in Auto Injury Litigation
   6. Writing Memos and Briefs
5. Settlement Demands, Liens and Subrogation
   3:15 - 4:00, James K. Theisen
   
   1. Creating Damages Charts
   2. Preparing Demand Packages for Settlement
   3. Assisting with Settlement
   4. Know Your Lien Holders
   5. Investigating Liens and Verifying Balances
   6. Assisting with Medical Bill and Lien Reductions
   7. Settlement Language, Releases and Lien Resolution Documentation
6. Preparing for and Helping Your Attorney Win at Trial
   4:00 - 4:45, James K. Theisen
   
   1. Trial Preparation Checklist
   2. Organizing Exhibits and Supporting Documents
   3. Trial Notebooks
   4. Coordinating Trial Set-Up and Logistics
   5. Notetaking During Voir Dire
   6. Managing Witnesses and Exhibits During Trial
   7. Marking and Admitting Exhibits
7. Paralegal Ethics - Rules You Never Want to Break
   5:00 - 6:00, G. Grant Dixon III
   
   1. Unauthorized Practice of Law
   2. Competence
   3. Integrity
   4. Client Confidentiality and Privilege
   5. Conflicts of Interest

Accreditation Details:

G. GRANT DIXON III is the founder of the Dixon Law Office with offices in LaGrange, Chicago, and Oakbrook Terrace, Illinois. The firm represents plaintiffs in serious personal injury, wrongful death and workers' compensation cases. He has obtained multiple million-dollar verdicts as well as several record verdicts and settlements for his clients. He has been recognized nationally for his representation of injured victims including six-time Super Lawyer, multi-year Leading Lawyer, and 40 Under 40 lawyer. Mr. Dixon has been the author or coauthor of 32 legal articles and 93 presentations on a wide variety of legal topics around the country. Mr. Dixon earned his B.S. degree from Indiana University and his J.D. degree from the John Marshall Law School in Chicago, Illinois.

WILLIAM P. GALIONE is an attorney with The Galione Law Firm, P.A., in Gainesville, Florida. Mr. Galione has been in practice for more than 25 years. He practices in the areas of child injury including child abuse and neglect, defective toys and equipment, and pediatric medical malpractice in addition to personal injury, auto collisions, and slip and fall accidents. He is board certified in civil trial law by The Florida Bar. He is a member of The Florida Bar (Continuing Legal Education Committee, Solo & Small Firm Section, Trial Lawyers Section). Mr. Galione earned his B.S. degree from the University of Florida - Warrington College of Business and his J.D. degree from the University of Florida - Fredric G. Levin College of Law.

JAMES K. THEISEN is an attorney in the Rockford office of Hupy and Abraham. With more than a decade of experience, he handles personal injury claims. Mr. Theisen earned his J.D. degree from Southern Illinois University School of Law, where he received numerous awards and scholarships, including the Phi Delta Phi Award for outstanding achievement in legal ethics and the Academic Achievement Scholarship. He also served as a student ambassador for Southern Illinois University School of Law and participated in William & Mary School of Law’s summer program in Madrid, Spain. Mr. Theisen is licensed to practice in Illinois state and federal courts, as well as the state of Missouri. He also is a member of the Winnebago County and Illinois State bar associations.