Training Topics Covered & Training Packages


Training Topics

  • Handling Case Management Data Entry

  • Filter New Cases and Importance of Welcome Calls

  • Intake Process and Importance of Customer Service

  • Recommended Types of Treatment

  • Important Opening Letters

  • Understanding Accident Reports

  • Understanding Property Damage

  • Understanding Liability Decisions

  • Understanding Case Management Based on Case Ages

  • Strategies to Maximize Case Value and Discussing Client Rapport

  • Understanding Types of Insurance Coverages and Benefits, State by State

  • Understanding Diagnostic Testing, Understanding Traumatic Brain Injuries, and Reports

  • Understanding Surgical Procedures

  • Understanding Types of Demand Letters and Life Care Plans

  • Understanding Settlement Values on Cases

  • Understanding Reductions, Liens, and Closing Statements

Free "The Forbes Method" Book with New Hire & Tenured Training Packages

Training Package Prices

Unlimited Year-Round Training & Coaching Services - $50,000.00

  • INCLUDES - Full Firm Case Review with Case Manager(s), Creating to-dos (tasks/dockets) to assist Case Managers, Creating Custom Firm KPIs, Unlimited Year-Round Salesforce platform training, Training Paperback Book, Training Spiral Notepad, Checklist, Workflow Charts, Unlimited Video Conference Questions and Answers after training Unlimited Video Requests, and Unlimited Year-Round PI Helpline (24/7 Line for email, text, and phone calls regarding training questions or concerns). (Payment Plans available)

File Audit (10 Files Audit w/ Full Report and Coaching Sessions) - $10,000.00

  • INCLUDES - 1 month of random file audits, reviewing file handling, potential malpractice concerns, suggestions for case value increase per file, providing a full report, and summary to attorney and case manager. *Will increase case values by 70% by reviewing cases with staff* **Required Mutual Nondisclosure Agreements per law firm.

File Audit (30 Files Audit w/ Full Report and Coaching Sessions) - $25,000.00

  • INCLUDES - 2 months of random file audits, reviewing file handling, potential malpractice concerns, suggestions for case value increase per file, providing a full report, and summary to attorney and case manager. *Will increase case values by 70% by reviewing cases with staff* **Required Mutual Nondisclosure Agreements per law firm.