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Do all clients or just insurance clients require an initial client analysis (20-30 page “summary” of the facts, basic legal argument, etc.)?

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I suspect that other large institutional clients require road map type documents

Esp on the defense side of employment, worker’s compensation, or liability actions

Yeah, this is useful for the sort of client who faces a case that they don’t have background on. Contrast with plaintiff-side where it’s the plaintiff telling the lawyer what the case is about, or an antitrust defendant who probably analyzed the antitrust issue long before the case was ever brought, or a big bankrupt company’s lender who has had time to digest the company’s insolvency.

I did ins defense - some clients required initial report within 30 days of assignment. Approx 3-7 pages. Nothing too crazy.

The reports are good revenue creation for the firm, and hence, job security for you. Clients/insurers require them so they can answer to their auditors/powers that be up the chain, and evaluate their reserves to pay out claims. And if you do them correctly and often you will be far more on top of your case because it will force you to continuously think about the file and give it lots of touches. Master the reporting and some partners will love you for it, and it can be used as a way show that you know the file and are on top of it, and hence deserving of opportunities (such as taking depositions or meeting with key witnesses, etc.). Yes the reports are stupid and they’re probably just sitting in a pile on some adjuster or in house claims attorneys desk and maybe they don’t ever read it. But sure as shit, your boss read it. reporting sucks and it’s super annoying, but it can be used to your advantage.

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