Handling the P.I. Case Attorney’s Role. The P.I. Case No “cappers” or “ambulance chasing”...
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Transcript of Handling the P.I. Case Attorney’s Role. The P.I. Case No “cappers” or “ambulance chasing”...
![Page 1: Handling the P.I. Case Attorney’s Role. The P.I. Case No “cappers” or “ambulance chasing” The initial interview Determine factual basis for cause of action.](https://reader036.fdocuments.in/reader036/viewer/2022071807/56649e2c5503460f94b1c176/html5/thumbnails/1.jpg)
Handling the P.I. Case
Attorney’s Role
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The P.I. Case No “cappers” or “ambulance chasing” The initial interview
Determine factual basis for cause of action Not always possible Names/info re witnesses
Insurance information (P and D) Injury information Retainer Agreement/Letter
Must be in writing Set out scope of representation Establish attorney fees Establish liability for costs
Written summary of interview
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The P.I. Case cont. Completing the initial interview
Advice/information to client Calendaring (tickling) for SOL and other dates
Letter to D’s insurance (or to D if insurance unknown) If D has no insurance, then verify U.M. coverage
Investigation Sometimes private investigators Obtain copies of police reports Interview witnesses Locate other witnesses? Relevant photographs Google searches? (i.e. NTSB/NHTSB)
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The P.I. Case cont. When medical treatment ends,
settlement negotiations Demand letter Informal face to face negotiation
Settlement Compromise and Release (C and R) Settlement check
Trust account issues Disbursement: Liens, attorney fees and costs,
client
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Issues with a Minor Plaintiff
Court approval required for Attorney fees (generally limited) Settlement (Minor’s Compromise)
Judicial Council Form Often court hearing required
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Litigation File/present all claims File Complaint
Optional Judicial Council Forms Auto Accidents, Product Liability, Premises
Liability, General Negligence County where accident happened or
defendant resides Prayer Issues with a Minor Plaintiff: Petition for
Guardian ad Litem Have Summons Issued
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Service Personal
Substituted
Acknowledgement and Waiver
Publication
Out of State
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Responsive Pleadings Answer
Optional Judicial Council Form
Demurrer
Motions
Time for Response
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Discovery: CCP 2016 et seq. Interrogatories: Judicial Council Form Demand for Production/Inspection Depositions
Party or Non Party Records
Demand for Medical Exam Request for Admissions: Judicial Council
Form Exchange of Expert Information
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Discovery—Limited Jurisdiction CCP §94
Combination of 35 Interrogatories, Demands to Produce and Admissions
One deposition Med Exam and Expert Disclosure
Case Questionnaire Request for Statement Identifying
Witnesses and Evidence
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Pre Trial Proceedings Alternative Dispute Resolution
(Arbitration, Mediation, UNE etc.)
Case Management Conferences
Settlement Conferences
CCP 998 Offers
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Pre trial motions
Summary Judgment Motion (CCP 437c) Common defense motion “plaintiff can’t prove case”
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Trial Procedures
Trial Notebook Prepare proposed jury instructions
(CACI—www.courts.ca.gov) Subpoena witnesses Subpoena documents Notify Experts
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Post Trial Procedures
Motions New Trial; Judgment N.O.V.; Additur,
Remittitur
Collection Appeal
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Litigation Alternatives
Binding Arbitration U.M. Agreement
Many medical practitioners include in forms
American Arbitration Association
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