Basic Training For the Premises Liability Personal Injury Cases
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Questions and Answers

What is the purpose of investigating a client's history in a personal injury case?

  • To verify the accuracy of the client's current claim
  • To identify the insurance company involved in the current claim
  • To determine if the client has made previous claims (correct)
  • To access ISO information about the insurance companies

    • Why may the ISO not provide accurate or complete information?

  • Clients may not be truthful about their past claims and injuries (correct)
  • It only provides limited information about the insurance companies
  • It is not used by defense lawyers
  • It only stores information about past claims

    • What is the primary use of the ISO?

  • To provide contact details of the insurance companies
  • To determine if a new claimant has made previous claims (correct)
  • To access the insurance company's financial information
  • To store information about the date and location of accidents

    • What is the first document in the exemplar documents mentioned in the video?

    <p>Letter of representation</p> Signup and view all the answers

    What does the speaker advise to do immediately after signing the retainer agreement in a sidewalk case?

    <p>Immediately file governmental claim</p> Signup and view all the answers

    What does the speaker mention about the different client intake questionnaires?

    <p>They are specific to different types of cases</p> Signup and view all the answers

    What does the speaker advise to do immediately after meeting a client?

    <p>Issue a letter of representation</p> Signup and view all the answers

    What does the speaker recommend obtaining during the intake interview?

    <p>Photographs and videos of the injury and scene of the accident</p> Signup and view all the answers

    How does the speaker suggest storing evidence such as clothing and shoes?

    <p>In a box for future use</p> Signup and view all the answers

    The Letter of Representation is required by law.

    <p>False</p> Signup and view all the answers

    Special medical authorization forms are not necessary for obtaining medical records from providers like Kaiser or Cedars.

    <p>False</p> Signup and view all the answers

    True or false: The speaker recommends avoiding excessive diagnostics and evaluations versus treatment

    <p>True</p> Signup and view all the answers

    Regular client communication is essential for a successful case

    <p>True</p> Signup and view all the answers

    True or false: Witness statements can only be obtained through recorded interviews

    <p>False</p> Signup and view all the answers

    True or false: A preservation of evidence letter is necessary once a case has been accepted

    <p>True</p> Signup and view all the answers

    Study Notes

    • The speaker discusses the importance of carefully selecting cases based on the potential for proving injury and earning a profit.

    • The speaker explains that once a lawyer has accepted a case, they have made commitments and it's difficult to back out.

    • The speaker advises being honest and upfront with lawyers who approach you with cases, and only taking cases that have a good chance of success.

    • The speaker mentions that some lawyers call him regularly to ask him to review cases and he is blunt in his responses, depending on the injury and potential for profit.

    • The speaker discusses the intake process for premises liability cases, including the importance of conducting a thorough interview with the client.

    • The speaker mentions that in the past, clients would come to the office for interviews, but now most interactions are done by phone or electronically.

    • The speaker emphasizes the importance of gathering as much information as possible during the intake interview, including details about the injury, what was being worn, and witnesses.

    • The speaker advises obtaining photographs and videos of the injury and the scene of the accident.

    • The speaker mentions the importance of storing evidence such as clothing and shoes in a box for future use.

    • The perspective of investigating cases personally can lead to valuable insights, but it may not always be feasible.

    • The condition of a dangerous area is important to consider during investigations, as it may have changed after an accident.

    • Google and the Secretary of State are useful tools for gathering information about property ownership.

    • Witness statements can be obtained through written statements or recorded interviews, depending on the circumstances.

    • For controlled witnesses, written statements can be effective for preserving their fresh recollection.

    • For uncontrolled witnesses or random witnesses, recorded interviews are crucial for obtaining statements as soon as possible after an accident.

    • Notification of defendants and relevant parties is necessary once a case has been accepted, and includes sending a letter of representation and a preservation of evidence letter if necessary.

    • Adjusters require indexing information, including client's name, date of birth, and address, as well as general injury information for setting reserves.

    • A Medicare letter of representation should be submitted promptly upon signing up for a case to avoid potential issues.

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