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Additional Posts in Personal Injury Lawyers
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Immediatley do the next step. Rep letter. Med recs. Demand. Keep list of demands. Follow up reg.
Crappy offer or denial, file immediately. Service, written discovery, set depos immediately when written discovery is done, dr depos immediately when party depos are done. 97 out of 100 will settle. 3 will go to trial. You will lose 2 trials and win 1. Last part is half joking but not really
And as a rule of thumb, i check every file once a month and keep a 6 month out statute list
Outlook tasks…for everything.
As a pre-litigation paralegal, my needs may have been different than yours but this is what I did. My focus was heavy on case management and I would schedule a follow up call the day after a doctors appointment or a milestone depending on what was going on. Then I would schedule a monthly audit of all my cases, anything that got missed in the month of follow ups would be detected and followed up on. If there is no case movement, just touching base with the client to keep them happy. Essentially, touching each case at least once per month. This audit would also include a review for any necessary action needed on the matter. My system also reduced unnecessary client calls because I was proactive in their case. Priority tasks would get the red exclamation ❗️ icon. I would go to these first when I would have say 20 tasks set for that day. As long as I got the red ones done I knew I was good. I Hope this helps!
Hahaha good luck. I have my complicated systems to make sure nothing falls through the cracks and to try to keep all my cases moving as reasonably quickly as I can manage, but I feel like I've been treading water for years.
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I appreciate it! I’m just on the litigation portion, so I’m going to try to set tasks for each step, written discovery, get outstanding records, schedule depos, etc. I’m just trying to figure out what kind of a timeline to set or if it literally will just be sequential list.
I am OCD, so I calendar everything and….
then have spreadsheets for my caseload to know.
1. What status the case is currently at.
2. What to prepare for upcoming tasks I know are due by deadlines.
3. Speak to my attorneys to review that specific case and notate that in my spreadsheet.
THIS helps things not slip through the cracks if it is a heavy caseload.
I have a PI case status sheet that I constantly update. It’s kind of a nightmare because I don’t have support staff. Calling the client 1x a month if possible when treating to get updates on treatment and symptoms makes a huge difference when you’re approaching the statute.
I have a litigation check list for every file where I can check off what has been done and when so it’s easy to reference later. I don’t calendar all tasks super ahead except I always calendar 90 days and 65 days before discovery cut off as soon as a trial date is assigned. So at those times I can double check and make sure I’m not missing anything I need. Other than that when the case gets filed I set a task to send discovery on a set date I choose. When I get discovery responses I set a task to review. If I review and there are no issues that need meet and confer then I send depo notices or set a task to do it later. It all depends on the complexity of the case and on whether there’s a trial date already or not. Cases that I want to mediate I try to get that on calendar enough ahead of trial date and then just brainstorm what defense and I will need to get done before the mediation and set tasks for that.
I have a recurring task every 28 days for each case and do everything needed on a case when that task comes up. It works out to 3-4 cases per day and is super manageable especially since some of them will have nothing to be done that day, so I just do a status saying what I expect will be in to review the next month.
We use Abacus for a case management software so I do a recurring task in there. I have about 60-75 cases but I had 80 something at some point. I try to keep Mondays and Fridays lighter in case I want to take a long weekend for a wedding or something, that way I only have to reschedule 2 cases to different days.
Follow your checklist religiously in the case management system. Touch each file at least once a month to make sure bills/recs and liens are coming in. Call new clients. Remainder of the day work on resolving cases that you have offers on. Keep a list of cases w/ offers separate from your case mgt system.
Case management software, calendars, then I also use a giant planner from agendio to get me through my weeks.
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What do you put in that planner that’s different than what’s already on your Outlook calendar?