The Product Catalog of Settlement Tactics and Forms.

Short notes, and links for more information, or to buy, each of our forms and tactics advice reports for lawyers. We add more forms each month.

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#SET001: Case Summary Letter Before Negotiation. The case summary letter is a proven format for evaluating your case and then communicating your estimate of the case to the client (or insurer).  For both the plaintiff's lawyer and the defense attorney, for any type of case.
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#SET007: Indexed Initial Settlement Offer System.  Think of this as being a negotiating mentor's advice, given in an extremely detailed manner, almost a "paint by the numbers" approach to instructing you how to create a powerful opening offer in a money damages case.  Because of the detail, this system also is an organizational tool, that not only keeps you on track, but also allows you to delegate a large part of the mechanical work of assembling the facts that go into your opening offer. This is a system --- a format and suggested language --- for a physiologically designed multi-page settlement offer that both plaintiff and defense attorneys can use to advantageRead More

#SET017: Attorney's Letter of Protection to Medical Providers.  Plaintiff's counsel needs this every time the doctor, hospital, chiropractor, physical therapist, and medical provider demands a Letter of Protection before they provide medical services for the bodily injury claimant. In addition to the form letter, there is a big plus for you as a lawyer --- an eight page law report for you, summarizing a plaintiff lawyer's duties on disbursing settlement funds. Read More

#SET018: Request for Medical Bills.  A "Best Practice." You can put the "medical bill amounts" part of settlement on auto-pilot, with your secretary sending these requests out to all medical providers before you go to that final settlement conference, or mediation, with your client.   Read More

#SET00A: Preconditions to Settlement.  This is an article (free) discussing the three most often overlooked preconditions to settlement. Read More

#SET1001: Release of all claims, basic form.  This is a short and universal release of all claims of one party (only) arising out of one occurrence of any sort. Read More

#SET1511: Confidentiality clause for a claims release or settlement agreement: discussion and legal form. Read More

#SET1519: Mutual General Release of All Claims. This is as broad as it can get, releasing even unknown claims for everything since the world began!  Use as a mutual release, or modify in your word processor to only release claims of one party. Read More

#SET1775: Letter to Witness re Case Closed.  This is a short and handy form letter that your secretary can send out after settlement of the case, telling each of your witnesses that expected to testify that the case has been settled. Read More
 


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