Foundation
Tiers 1-2
Filing/Discovery
Post Discovery
General
100

My client will not answer the phone.

What is... try another form of communication.

100

The defendant or defendant's insurance carrier has not responded to me after many many attempts

What is..sue someone. 

100

The other side is overdue on discovery 

What is...file a motion

100

The other side is dragging their feet scheduling mediation

What is..File a motion.

100

I thought someone else was handling it. 

What is.. confirm. Assumptions are for..

And then sue someone or file a motion. 

200

The provider will not send their medical bills and records.

What is..Sue someone (and gain subpoena power). 


200

I can't move forward putting a value on my case because the medical bills are not verified. 

What is...assume they are due in full or verify them myself & sue someone if that does not work.

200

I've requested deposition dates multiple times but have not gotten a response

What is..Notice the deposition


200

My client is unavailable for mediation because they are in jail.

What is..Go get authority from the client in Jail.

200

It's pending. 

What is..Move the case forward from pending to the next step in the process (prob. sue someone or file a motion)

300

Defense counsel and insurance companies asking for extensions 

What is...say no (and then sue someone).

300

The Court will not schedule my hearing to approve the settlement

What is..try a different court. 

300

The substantive responses from the otherside are littered with boilerplate objections 

What is..send a rule 11 letter and file a motion. 

300

The defense attorney wants to talk on the telephone about..everything. 

What is..ignore that SOB.

300
That's not my job...it's a flex/accounting/paralegal job.

What is..this is not a thing.  Nowhere in the ethical rules is "flex was supposed to do it" cited. 

400

My client is missing and i have followed the pre-investigator process and it's a really far drive for Alex.

What is..Raise at a meeting and hire a PI.

400

The core value that should guide what to do next if i hit a roadblock

What is..Be Formidable. Be Relentless 

400

The defendant is evading service of process.

What is...File a motion.

400

We reached an impasse at mediation but my case is not yet on a trial roster. 

What is..File a motion

400

My boss is my roadblock.

What is...Get it on a meeting to address with your boss.  They will likely tell you to sue someone or file a motion. 

500

My client has died and the proposed PR is not being cooperative. 

What is..Find a new client. 

500

I resolved a case and I am waiting on check..it has been weeks

Sue someone.  Then file a motion.

500

I am insure of the SOL because of the discovery rule. 

What is..Sue someone and do it asap so you do not get bit. 

500

The other side disclosed experts and sent productions late to delay trial

What is..Be formidable and relentless and push towards trial 

500

I already asked so and so.

What is..Get active. Ask again, and if you don't get the answer you like, sue someone or file a motion

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