Pre-Suit Vendor Management: Building and Maintaining the PI Firm's Evidence Network
The speed and quality of evidence preservation in the first days after a serious injury is determined largely by whether the firm has pre-e…
Category
Practice Operations
Workflow, intake, lien management, and the business side of plaintiff personal injury practice.
Supio's $60M Series B and the New Standard for PI Firm Lien Automation
Supio's $60 million Series B and the May 2026 launch of its agentic AI platform are reshaping lien tracking and demand-to-settlement workfl…
Working With Co-Counsel on Referred Cases: Fees, Work, and Discipline
Referral relationships pay the bills for many California plaintiff firms, but a handshake fee split and a vague division of labor is how go…
IOLTA Trust Account Compliance in PI Firms: What Goes Wrong and How to Fix It
Settlement proceeds, advance costs, and lien holdbacks all move through the client trust account in a PI practice. The rules governing thos…
Contingency Fee Agreement Compliance: What California's Section 6147 Actually Requires
California Business and Professions Code section 6147 mandates specific written content in every contingency fee agreement. An agreement th…
Building a Conflict-Check Workflow for Multi-Attorney Plaintiff Firms
A single missed conflict can cost a firm a case, a fee, and a bar complaint. Here is how multi-attorney plaintiff shops in California shoul…
Insurance Discovery: Finding Every Available Coverage on the Defense Side
The first policy the adjuster names is rarely the only money on the table. Primary limits, excess towers, umbrella policies, and your own c…
Expert Retention Timing: Retain Early or Wait for Defense Disclosure
Retain your accident reconstructionist at intake and you burn capital on a case that may settle at policy limits. Wait until the §2034 exch…
Structuring Catastrophic Injury Demand Letters: Economic vs Non-Economic Damages
The demand letter does work the complaint cannot — setting carrier reserves, framing settlement, and seeding trial themes years before voir…
Subpoena Practice for Medical and Employment Records in California PI Cases
Records subpoenas look like paperwork until a custodian ignores you, a defense firm serves your client's employer without notice, or a prov…
Eight-Week Trial Prep Checklist for California PI Cases
Most trial losses are set up eight weeks before voir dire, when expert demands, MILs, and witness prep all compete for the same paralegal h…
Intake Screening: Which Calls Become Cases and Which Decline
A solo or small-firm PI practice that takes every call it pleases will drown in files that go nowhere. The intake screen is not customer se…