Inside the Louisiana Paralegal Bootcamp

Session 1 – Inside the PI Paralegal Role: Ethics, Boundaries, and Burnout Prevention

Building a sustainable, ethical career in PI

• Clarifying what a PI paralegal does – and does not do – in a Louisiana firm.
• Understanding ethical rules around confidentiality, UPL, and communication with clients.
• Setting healthy work boundaries so you can perform at a high level without burning out.
• Simple systems to manage stress and stay “calm in the chaos” on high volume teams.

Session 2 – From Accident to Settlement: The PI/Mass Tort/WC Case Lifecycle

Seeing the whole case from the paralegal’s seat

• Walking through each stage of an injury case: intake, treatment, demands, and resolution.
• Where PI, mass tort, and workers’ comp workflows overlap – and where they differ.
• Key paralegal touchpoints that keep cases moving and protect deadlines.
• How to think ahead so you’re preparing for the next phase instead of reacting to emergencies.

Session 3 – High-Volume Intake and Rock-Solid Case Setup

Getting the file right on day one

• Running a structured intake that captures all critical facts, parties, and coverages.
• Opening the file, organizing documents, and setting up tasks inside your firm’s systems.
• Using checklists so no HIPAA, fee agreement, or key document is missed.
• Spotting red flags early so the attorney can decide quickly whether to move forward.

Session 4 – Mastering Medical Records, Bills, and Liens

Fixing the biggest bottleneck in injury cases

• Requesting, tracking, and organizing medical records and bills from multiple providers.
• Building treatment timelines and medical summaries that attorneys can actually use.
• Identifying and tracking health insurance, Medicaid/Medicare, and provider liens.
• Creating simple systems so lien and balance issues don’t blow up at the end of the case.

Session 5 – Building Effective Demand Packages: Telling the Client's Story

Turning facts and records into a compelling demand

• Understanding what belongs in a strong PI demand package.
• Organizing medical, wage, and liability evidence to support the attorney’s settlement strategy.
• Helping tell the client’s story clearly – pain, impact, and future needs – through documents and summaries.
• Using checklists to quality check demand packages before they reach the attorney’s desk.

Session 6 – Managing Client Expectations in Injury Cases

Keeping clients informed, calm, and realistic

• Explaining the PI process and timelines in plain language without giving legal advice.
• Using scripts and frameworks for intake calls, check-ins, and difficult conversations.
• Resetting expectations when treatment takes longer, offers are low, or delays arise.
• Documenting communications so the whole team knows what the client has been told.

Session 7 – Dockets, Deadlines, and Survival Systems for High-Volume Caseloads

Staying on top of a busy PI docket

• Building daily, weekly, and monthly routines around your firm’s calendar and task system.
• Tracking statutes, demand dates, follow-ups, and reminders so nothing slips through the cracks.
• Prioritizing when everything feels urgent – what gets done, what gets moved, and what gets escalated.
• Creating your personal “survival system” for email, voicemails, and walk-in interruptions.

Session 8 – Working With Adjusters, Defense Counsel, and Your Legal Team

Professional communication with everyone on the case

• Communicating with adjusters and defense staff in a professional, organized way.
• Coordinating information between attorneys, paralegals, and other team members.
• Keeping a clean record of phone calls, negotiations, support, and follow-ups.
• Being the “hub” of the file so everyone knows the status, next steps, and open items.