Description
Checklists and forms for efficient evaluation, discovery, trial preparation, and settlement
In Small-Case Litigation Forms, Lawrence Klemin shares the forms that have been developed, tested, and polished by his firm over three decades of successful plaintiff and defense work. Practice-proven in both plaintiff and defense litigation, these helpful forms include:
Initial case handling
- Task checklists for accident cases. A 32-item list for plaintiffs and 29-item list for defendants help you delegate tasks, efficiently process cases, avoid omissions, and proceed strategically. Forms 1.40 and 1.50
- Liability file review. 17 questions, when answered, concisely summarize for your case the events, legal issues, adverse attorneys, evaluation of liability and damages, and settlement negotiations. Form 1.150
- Retention agreements. Hourly fee, minimum fee, combination hourly and contingent fee, contingent fee, joint counsel, extra costs and fees in joint recovery effort, referral sharing large part of fee, and more. First 22 forms in Chapter 2
- Liability checklists. Target the key issues with these lists of the avenues most likely to lead to success in auto, premises, products, and malpractice cases. Forms 2.360-390
- Investigation checklists. Auto, premises, falls, and products. Questions for witnesses. Photos to take. Forms 2.410-500
Discovery
- Model interrogatories. Zero in on critical issues, avoid omitted questions, reduce your drafting time, and elicit more complete answers with these 38 forms of interrogatories covering a wide variety of situations. Forms 8.10-420
- Deposition checklists. 13 collections of questions for treating doctors, witnesses, investigating officers, experts, falls, premises, products, malpractice, burns, and more. Forms 9.390-520
- Requests for admissions, demands and more. 6 requests, 4 demands, and dozens of supporting discovery documents. Forms 9.10-370
Trial preparation and settlement
- Assistant’s/attorney’s task checklist. Efficiently allocate work around the office with this master checklist. Form 11.10
- Plaintiff’s and defense’s suit report. These 18 questions will help you evaluate your chances of winning at trial, whichever side you represent. Forms 11.80, 90
- Personal injury evaluation summary. Estimate the value of your personal injury case with this two-page computation sheet. Form 12.10
- Preparation of settlement brochure. Build a concise but persuasive document for the adjuster. Form 12.30
- Settlement of case. Assistant’s 28-item checklists for closing cases that are specific to plaintiff and defendant. Forms 12.40, 60
- Plaintiff’s and defendant’s negotiation preparation worksheets. 9 questions help you objectively assess strengths and weaknesses, set valuation targets, and determine information to be revealed. Forms 12.80, 90
Collections
- Interrogatories in aid of judgment or execution. Comprehensive 15-page list of questions designed to ferret out all assets and income. Form 5.160
- Deposition questions for debtor. Includes detailed schedules of assets, income, and expenses. Form 5.180
This is a free digital book. It is instantly accessible via a link to download Microsoft Word files.
