Online paralegal course to master the pre-litigation phase
of your personal injury files
Give your paralegals the online training that will help them get their personal injury claim files settled faster.
With the Personal Injury Paralegal Boot Camp your team will
Increase Revenue
We show your paralegals how to find and fix the bottlenecks that could be happening that is holding up your personal injury files from getting to the settlement phase.
Decrease overtime
We give your paralegals the step-by-step process to efficiently manage more files in less time, which leads to less overtime (and less stress for them!)
Satisfied clients
The quicker your claim files reach settlement, the more satisfied your clients will be - which also leads to more referrals.
Included in the course materials
This personal injury course includes a comprehensive DIGITAL resource notebook that contains done-for-you templates, checklists, and forms that your paralegal can download and immediately start using to manage their personal injury files.
DFY Templates, Checklists and Forms
- Personal Injury Checklist for New Files
- Intake Form
- Client Questionnaire
- Instructions to Client
- Checklist for Subrogations and Liens
- List of Witness Interview Questions
- Master Provider Tracking Chart
- Medical Records Tracking Chart
- Medical Bills Expense Tracking
- Medical Records Summary Samples
- Project Time Estimator
- Client Updates Form
- Damages Estimate Calculator
- Sample Demand Letter
- Demand Package Checklist
- Negotiation Worksheet for Provider Reductions
- Personal Injury Case Log
- Litigation Checklist
Your paralegal is 6 hours away from being your rockstar PI paralegal
who brings the firm's claim files closer to settlement with less stress, less chaos, and more job satisfaction!
The Personal Injury Paralegal Boot Camp includes:
- 6 hours of on-demand video lessons that your paralegals can take at their own pace
- Dozens of templates, forms, and checklists to download and use in their case management
- Access to the course for one year
- High-level training developed, designed, and delivered FOR you so you can spend your time practicing law instead of training your staff
Personal injury training for your paralegals
What's Inside the Course?
Module 1
The Fundamental Skills
In this module, we cover the fundamental skills that they don’t cover in a paralegal certificate program, but that are critical to a paralegal working in a personal injury firm, including:
- How to be a proactive personal injury paralegal with a shift in mindset
- Mastering time management skills to get you out of the office sooner
- Becoming an expert in client management
- Terms and terminology
Module 2
Mastering the Intake Phase
This is where we start talking about finding the bottleneck that could be preventing PI claim files from getting to the demand and settlement phase and, more importantly, what the personal injury paralegal can do to FIND and FIX the bottleneck. This module covers topics, including:
- Evaluating different intake options and a step-by-step guide to set each of them up
- The critical tasks before the client meeting
- Your important role at the client meeting
- How to evaluate the intake data to see if there are bottlenecks to fix
Module 3
Gathering the Evidence
It’s time to start collecting the records, which is a place where the most bottlenecks occur, so we give them the skills and tools to be:
- Sending medical records requests
- Tracking the subrogations and liens
- Getting the photographs (or how to outsource if it)
- Conducting witness interviews – along with a mock witness interview for you to learn from
- Gathering other records that are typical in a personal injury claim file
Module 4
Managing the Medical Records
Now that the medical records are coming in, we take a deep dive into managing them efficiently and proactively. Some of the topics covered in this module include:
- Paralegal case management tools
- Managing the medical records to keep the case moving forward
- Preparing medical summaries and chronologies
- Medical status updates to keep the client active in their treatment
- Tracking medical expenses throughout the pre-litigation phase of the personal injury claim
Module 5
The Demand Package and Settlement Negotiations
All of the prior modules lead to this goal – find and fix the bottlenecks to get to the demand package and settlement phase sooner. In this module, we cover:
- The importance of a complete demand package
- Drafting the demand letter using your personal injury checklist for paralegals
- Proofreading techniques to reduce errors in the demand letter
- How to tell the client’s story for a thorough demand package
- Negotiations to get the file to the settlement phase
- Your important role during the disbursements phase and things you want to look out for
Module 6
Starting Litigation
If the personal injury claim file doesn’t settle after the demand package (or if the SOL is running out), then the personal injury paralegal needs to know how to initiate litigation.
In this module, we provide a plan for initiating litigation, including a litigation checklist, but if you want your paralegals to have a deeper understanding of the entire litigation process from the complaint through the trial, consider enrolling them in our Litigation Paralegal Boot Camp. We don’t cover all of those steps in this course because many personal injury law firms have separate pre-litigation and litigation departments.
Bonuses
The Personal Injury Course Includes these bonuses
Microsoft Excel for Paralegals ($97 value)
A quick 60-minute lesson to get your paralegals up to speed fast!
PowerPoint for Paralegals ($97 value)
This is another quick hands-on training, with a bunch of TEMPLATE SLIDES that they can download and use right away. Just change some text, and you’ll have beautiful PowerPoint slides ready to go in minutes!
Five Stars!
The Personal Injury Paralegal Boot Camp was excellent information! It’s great for helping law firms to optimize workflows and teach their employees the importance of each step of new cases and how to handle those steps. This was extremely helpful.
– Jasmine Shaw
Give your paralegal the tools to succeed
How it works
- If you only need one seat, when you click the “Get one seat now” button, you’ll be taken to the checkout. Use the paralegal’s email address for the account.
- Your paralegal receives an enrollment email with a link to access the online course.
- They take the self-paced online course at their convenience.
Meet the Instructor
. . . . . . . . .
Ann Pearson is the Founder of the PRM Group and develops training for paralegals in the Paralegal Boot Camp® courses.
Ann has 30+ years of experience working in the legal industry as a paralegal manager and, prior to that, as a litigation paralegal.
Ann develops all Paralegal Boot Camp courses that deliver the real-world skills that they don’t teach in paralegal certificate programs. Her courses are designed to get results in the shortest time possible because she understands that attorneys want to practice law and want to work with paralegals who help solve their problems.
To read more about Ann’s experience, you can connect with her on LinkedIn.
Frequently Asked Questions
Anyone working in a plaintiff’s personal injury law firm who wants to master the pre-litigation phase of personal injury claim files, including:
- Personal injury paralegals
- Legal assistants
- Intake professionals
- Your receptionist who you might want to promote to a paralegal position
- Your new associates who need to know how to manage their files and delegate better
Course access is $399 for each seat. When you enroll two or more from the same firm, we offer a significant discount on the per person charge.
For groups of 10 or more, we offer flat-rate pricing so that you can use the training program for onboarding all of your staff throughout the year.
Email support@paralegal-bootcamp.com for group pricing.
The course is online in our learning management system that they access from any computer or mobile device.
Each of the modules has prerecorded video lessons and downloads.
Yes, all of the forms, templates, and checklists are in Microsoft Word and Excel so that you can download them and edit them as you see fit.
This is not a CLE. We believe that skills-based training is more important than CLE certificates that get stuffed in a file drawer.
That being said, if you want to submit the course brochure to your association, they will most likely approve it for CLE credit.
Yes, you can download a copy of the course brochure here (on Google Drive) or email support@paralegal-bootcamp.com for a PDF.
Just buying a seat in the course for yourself?
Copyright 2023 Paralegal Boot Camp is a registered trademark of PRM Group, Inc.
