Paralegal Seminar


Paralegal Seminar

Seminar Chair: Kevin Renfro

Speakers: Kevin Renfro, Stacey Ivey, Chris Cummings

8:00 a.m.
Registration and Breakfast sponsored by Aptiva Health

8:30 a.m.

  • Initial case intake—recognizing all causes of action
  • Handling intake calls or initial client meeting; setting expectations and goals; methods of communication
  • Opening the case: signed contract, medical or other authorizations, medical history, identifying witnesses, considering all available coverages, health insurance, government benefits, short or long term disability benefits; setting reminders and warnings; social media review and warnings to client; criminal background of parties involved; considering law and regulations; determining need for experts; photos of scene; Google maps; defendant research; setting up probate files
  • Initial letters of representation to adverse parties; preservation of evidence letters, getting police reports, 911 calls or photos, determining further investigation needs, setting up PIP and reserving benefits, health insurance notices; obtaining wage information
  • Collecting medical records, medical bills, health insurance logs, PIP logs, calculating medical balances; following the client’s treatment; recommending providers; considering lien amounts, witness statements; video of client and witnesses
  • Demand Package/Pre-lit Settlements—drafting demands, organizing medical records and bills, working with the attorney/client to value the case, proper calculation of settlement summaries, consideration for video demand or Day in Life video; affect on family members; consideration of in-home visit
  • Negotiation/breakdown of settlement proceeds, net to client, negotiating reductions with providers, hiring outside counsel for lien resolution; limited power of attorney forms for settlement; probate approval, if necessary
  • Positive social media reviews 

1:00 p.m.

  • Transition from pre-litigation to litigation; review of file for necessary evidentiary plan of action; litigation meeting to manage expectations and goals; plan for defense or jury to get to know your client; periodic meetings with client and witnesses for changes of status
  • Initial case pleadings—information needed to file complaint, identifying parties to name as defendants, verifying corporate names and agents for service of process; e-filing the complaint, filing discovery with the complaint, how to use CourtNet at a basic level, getting certified copies of medical records.
  • Middle of case—discovery plan of action and timeline, setting deadlines; drafting and answering discovery, serving documents, setting up depositions, summarizing depositions; supplementing discovery; coordinating experts' needs, expenses, travel planning
  • Mediation preparation: for the mediator; for the client; for the defense; verifying liens and balances
  • Trial—finalizing evidentiary needs; medical records and bills; reconciliation of payment logs; final trial prep, creating exhibits, creating witness lists, supplementing discovery; managing the client and witness schedules, coordination of food and lodging needs of the trial team, clients, experts or other witnesses; trial run of electronics in actual Courtroom; jury selection; managing social media before trial; keeping the trial team fresh and energetic, presentation of evidence; setting schedule of evidence and witness presentation; checking to make sure all evidence and exhibits introduced; logistics of transportation and storage during trial
  • Post-trial logistics and appellate issues

4:30 p.m.  Seminar Concludes


Holiday Inn East Hurstbourne

1325 S Hurstbourne Pkwy
Louisville, KY 40222


Materials available with registration:
Paralegal Seminar:
Agenda for Paralegal seminar
Notice of Tort Claim
Other Sample Docs
Resolving Medicare, Medicaid Leins
Initial Letters
Authorization for Release
Ethical Considerations
Information to Start Your Claim
Initial Client Meeting
Med Bill Spreadsheet
Miscellaneous Forms


Overnight accomodations

Rooms are available at the Holiday Inn Hurstbourne East, 1235 S. Hurstbourne Pkwy., 502-426-2600. Mention KJA to get the $109 room rate. The special rate expires Oct. 28.

Cancellation Policy

Cancellation Policy

Cancellations made by 5:00 p.m. on October 29 receive a 100 percent refund, cancellations made after 5:00 p.m. on October 29 receive a 50 percent refund and cancellations made after 5:00 p.m. on October 30 will not receive a refund, but do receive electronic and audio CLE materials.