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XLR 50 Fields Worth Fighting For

Designed specifically for attorneys looking to enhance their practice management systems, this guide outlines 50 essential case management fields to optimize your personal injury practice. Track critical data points throughout your cases, from initial intake to resolution, to streamline workflows and ensure nothing falls through the cracks.
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Difference Maker Summits: White Paper

This detailed guide explains how Dudley DeBosier created and evolved its nonprofit support program from eight attendees to over 600. It includes practical steps for implementing similar community initiatives at your law firm, with actionable insights to help your firm connect with and support nonprofits.
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Attorney Key Performance Indicators

This structured tracking template helps monitor attorney performance metrics, including monthly goals for case settlements, demand letters, file reviews, and fee deposits. It features both monthly tracking and annual overview sections to measure progress against SMART goals for personal injury attorneys.
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Attorney Tiers

Define career progression pathways and appropriate case assignments based on value and complexity using our five-tier classification system. This guide helps you categorize attorneys by experience and capability, from Rookie (Tier 1) to Senior Trial Attorney (Tier 5).
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Case Rankings

Quickly categorize and rank the potential value of cases using our comprehensive case valuation framework. This includes definitions of Minimum Settlement Value (MSV) and Top Value (TV) with a visual Pareto Point Ranking System flowchart.
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Traumatic Brain Injury Checklist

This detailed client questionnaire is designed to identify potential TBI symptoms following accidents. It covers key indicators including consciousness loss, amnesia, headaches, sensory issues, and cognitive changes to support thorough case evaluation and proper medical referrals.
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4 I’s of Intake

Our structured intake framework for personal injury cases focuses on four key areas: Incident details, client Innocence, Injuries documentation, and Insurance coverage verification. Use our proven client interview guidelines for consistent case qualification decisions.
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