Paralegal Checklist for the Demand and Settlement Process
Use a well-crafted checklists for every step or procedure in the case processing to prevent mistakes.
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Paralegal Checklist for the Demand and Settlement Process
The plaintiff lawyer likely uses well-crafted checklists for nearly every step or procedure in the case processing to prevent mistakes. Here is an example of a checklist for a paralegal to follow in preparing the attorney for settlement negotiation and demand procedures. A paralegal can greatly assist the lawyer in initiating the settlement negotiation process.
These practices, when implemented effectively, can significantly improve the chances of securing a favorable settlement for the client. Â Â
Best practices for paralegals involved in the settlement demand process include several key steps to ensure thoroughness, accuracy, and effectiveness in securing a favorable outcome for the client. Here are some of the best practices:
Comprehensive Documentation: Ensure all relevant documents are gathered, including medical records, billing statements, and any other evidence supporting the client's claims. This may include obtaining detailed quotes for future medical treatments if surgeries or ongoing treatments are likely.
Detailed Demand Letters: Craft demand letters that are well-organized and detailed. They should include the client's medical history, diagnosis codes, and a chronological summary of medical treatments. It's also beneficial to include non-economic damages like pain and suffering, supported by testimonials from family and friends.
Professional Presentation: Present the demand package in a professional manner, ideally as a digitally-tabbed PDF with a cover page, table of contents, and all relevant documents indexed and organized. This helps insurance adjusters navigate the information easily and enhances the professionalism of the demand.Â
Economic and Non-Economic Damages: Clearly differentiate between economic damages (e.g., medical bills, lost wages) and non-economic damages (e.g., pain and suffering). Provide a detailed account of out-of-pocket expenses, such as mileage for medical appointments, to ensure all potential costs are considered.
Storytelling and Persuasion: Effectively narrate the client’s injury and recovery journey. This includes a thorough description of the accident, the impact on the client's life, and future implications. This storytelling aspect can be crucial in persuading the insurance company to offer a fair settlement.
Preparation and Organization: Stay organized throughout the process, keeping meticulous records and maintaining a checklist to ensure no detail is overlooked. This not only helps in preparing a comprehensive demand package but also ensures that the attorney is well-prepared for negotiations.
Obtain the checklist here
