I recently switched to PI after 8 years in full service litigation and I feel like I’m drowning. I already have 50 cases after a month and will eventually have 100+. My whole day involves flying by the seat of my pants. I never fully know what’s going on in any of my cases and am simply putting out fires and meeting the next deadline. Is this how PI always is or it because I’m new to it? Because this feels really reckless and I’m questioning my move.

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Make yourself an excel spreadsheet with the most important details about the case. I do client name, doa, sol, if a NOC is needed/ was filed, what their original complaints were, what they’re currently treating for, if they have any denials from no-fault, if they are missing time from work.

I switched over to PI a little while ago. I have 100 cases at the moment and with the spreadsheet and keeping notes of what the client and I spoke of last, it’s easily manageable.

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What method are you using to get so many cases so quickly?

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Ahh I got it now. Good luck!!! Don’t let them pile on too much. It’s easy to fall deep under quickly.

Disregard all typos in my earlier message, I was multitasking with a baby 🤦‍♀️

Are you using case management software? Do you have staff? Lots of questions? I had 250 cases at one time but I had 15 paralegals (we have 4 attorneys in the office) that I would review those 15-20 cases with at least once each week to find out where the Client was at in terms of treatment

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Yes I have Needles and a paralegal who are a huge help, but all 50 cases and counting have been reassigned from other attorneys so they’re not at the beginning, and some have trial dates coming up.

It depends on the situation. If you will be handling 100+ files, I assume many are pre-lit and you have paralegal support.

If that is the case, your role, in part, is to ensure that pre-lit files are timely being worked up. You should incorporate your firm’s checklist into your management of the files. If your firm doesn’t have one, develop your own and make sure your paralegal is on the same page.

For cases that are in litigation, obtain trial dates as soon as the Court will permit you to do so. Get a pretrial scheduling order entered and calendar your deadlines. You also need to implement a checklist/to-do list for your litigation files.

These processes will help the timely resolution of cases. Finally, the ramp up can be overwhelming because you aren’t seeing the fruits of your labor in just 30 days. Keep at it and develop your system.

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You need to triage your case list. Those that are most important are those with rapidly approaching deadlines for trial. If you have any that are pre-lit, make sure the statute of limitations is properly calendared and suit is timely filed well in advance of the statute.

For client management, see if any cases have gone stale and start getting those cases on track.

Finally, for client management and revenue purposes, identify cases with significant damages and also get those scheduled for trial.

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Over 1 in 5 legal mal claims involve PI, it’s a risky business. Try to take time everyday to develop some simple systems to address your major areas of risk - deadlines, settlement, admin, client relations, conflicts, and anything else you struggle with.

I represent solo and small law firms as outside General Counsel, shoot me a DM if you’d like to chat.

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Getting other people's cases is the hardest. It gets easier but it takes time.

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Unfortunately it’s the way it is in most firms. I went from prosecutor to PI. When I founded my firm, I didn’t want to practice like that. The issue is overhead. My profit margin is smaller, but I take the cases I want, td the psychos and provide a real service to those in need. Firms that chase the money are usually chaotic and no way to live your life. How it is to practice at a firm is reflective of their values and business model which is focused on max profits and f everyone else. One lawyer can only competently handle x amount of cases. My advice is run. It’s not going to get better if that’s how the partners run the firm.

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