Case Management Training

Live Online

Virtual classes –
tailored for your staff

Face-to-face

At your office –
tailored for your staff

This case management training helps lawyers and paralegals learn to manage legal cases effectively, reduce the “shelf-life” of claims, and achieve positive outcomes.

Our case management training course develops skills that are crucial to making progress, getting results and meeting clients’ objectives.
caseload website image

Course Content

Learning to manage a heavy caseload effectively has a direct impact on achieving positive outcomes. Lawyers and paralegals who are proactive and prioritise effectively, get better results, more client satisfaction and better client retention.

Course Content

Depending on the work type, it is not uncommon for a lawyer to manage over a hundred active cases at any one time. 

While each case will be at a difference stage of legal proceedings, finding ways to be organised and efficient when managing them is critical.   

Our training includes tips for effective case management and also shows how to organise common legal processes to reduce shelf life of cases. The session covers:

  1. Prioritising the client’s objectives
  2. Preparing the Defence – with or without counsel
  3. Directions – how to set a realistic agenda that suits your client
  4. Disclosure – handling your client and your opponent
  5. Witness evidence – analysing the strengths and weaknesses
  6. Managing changes as the evidence emerges
  7. Assessing the merits as the case progresses and advising the client
  8. Settlement – making offers that create pressure to settle
  9. Settlement – responding to offers

Outcomes

On our course you will develop an assertive and disciplined approach to case management, including:

  • considering merits, costs, settlement and next steps at every opportunity
  • thinking and acting more commercially and strategically, always looking for the most effective routes for achieving each client’s objectives
  • using the CPR to manage cases in accordance with each client’s objectives
  • identifying opportunities to make applications and effective methods for resisting an opponent’s approach

Case Management Training Live Online Course

3 hours

Junior fee earners, claims handlers and litigators.​

Face-to-Face

For course overview, content and outcomes see Live Online.

Format

Delivered at your offices or a training venue of your choice.

Case Management Training Face-to-face Course

3 hours

Junior lawyers, paralegals and claims handlers

Tutors

Olivia Checa Dover website image
Olivia Checa Dover
James Welsh website image
James Welsh

Testimonials

bee and flower website image
We think our training is the ‘bee’s knees’ but don’t just take our word for it. Read what our clients have to say about us on our testimonials page.

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Face-to-face

Article Writing

Image for Article Writing training course
Outstanding. Everyone should go on this course. Great speaker. Really useful and practical.
Stephen Ross
Withers
30 April 2013
A very helpful session. Peter was an engaging speaker and I will definitely put his advice into practice. Although it felt like hard word to read articles/submit articles beforehand, it was very useful on the day.
Emma Flower
Withers
30 April 2013
Good course length. I feel I have learnt things I can use straight away (not just in writing articles but writing generally). Very good idea to have specific articles to work on.
Julian McFall
Withers
30 April 2013
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