Form
|
Name
|
Format
|
A. Intake and Client Retention
|
| PI001 |
Sample Client Interview Sheet |
pdf (1 page) |
| PI002 |
Statement of Client’s Rights |
pdf (2 pages) |
| PI003 |
Statement of Client’s Responsibilities |
pdf (1 page) |
| PI004 |
Judicial Conference Retainer Statement |
pdf (1 page) |
| PI039 |
New Language for Retainer to Incorporate New Rules in Personal Injury Retainer Agreements |
pdf (1 page) |
B. Investigation and Securing of Medical and Other Records
|
| PI005 |
HIPAA Compliant Unlimited Authorization for Plaintiff’s Counsel to Secure Client’s Records |
pdf (1 page) |
| PI007 |
Letter from Plaintiff’s Counsel to Doctor’s Office Explaining HIPAA, Enclosing HIPAA Compliant Authorization, and Detailing What Is Being Requested |
pdf (1 page) |
| PI007A |
Plaintiff’s Arons/Porcelli Speaking Authorization for Defendants |
pdf (1 page) |
C. Automobile Negligence and Insurance Related Forms
|
| PI008 |
Underinsured/Uninsured Notification Letter |
pdf (1 page) |
| PI009 |
Sample New York No-Fault Computation Sheet |
pdf (1 page) |
| PI010 |
Request for Driving Abstract |
pdf (1 page) |
| PI011 |
Letter of Representation to Defendant Owner and Driver |
pdf (1 page) |
| PI012 |
Pre-Suit Demand Letter for Insurance Information Under Insurance Law
§ 3420(f)(2)(A) |
pdf (1 page) |
D. Commencing the Litigation
|
| PI035 |
Court Summons |
pdf (1 page) |
| PI013 |
Certificate of Merit (No Issue with Statute of Limitations) for Medical Malpractice Action |
pdf (1 page) |
| PI014 |
Verified Summons and Complaint in a Medical Malpractice Action Involving Wrongful Death of an Infant with Attorney Verification |
pdf (1 page) |
| PI015 |
Notice of Commencement of Medical Malpractice Action |
pdf (1 page) |
| PI016 |
Verified Summons and Complaint in an Automobile Negligence Case for Individual Plaintiff and Attorney Verification |
pdf (1 page) |
| PI040 |
Statement of Service by Mail and Acknowledgement of Receipt by Mail of Summons and Complaint |
pdf (1 page) |
E. Discovery and Amplification of Pleadings
|
| PI017 |
Plaintiff’s Verified Bill of Particulars in a Medical Malpractice Action Involving Wrongful Death of an Infant |
pdf (1 page) |
| PI018 |
Plaintiff’s Notice of Availability for Physical Examination |
pdf (1 page) |
| PI019 |
Plaintiff’s Notice to Admit |
pdf (1 page) |
| PI020 |
Plaintiff’s General Combined Demands with a Demand for a Verified Bill of Particulars on Defendant’s Affirmative Defenses |
pdf (1 page) |
| PI021 |
Plaintiff’s Notice to Produce Documents in a Product Defect Case with Jurisdictional and Successor Liability Issues as to Certain Defendants |
pdf (1 page) |
| PI021A |
Plaintiff’s Combined Discovery Demands and Notice for Discovery and Inspection in Medical Malpractice Case |
pdf (1 page) |
| PI036 |
Notice of Issue, Certificate of Readiness and Verification |
pdf (1 page) |
| PI037 |
Certificate of Readiness and Verification |
pdf (1 page) |
| PI038 |
Deposition Exhibit Log |
pdf (1 page) |
F. Trial and Verdict
|
| PI022 |
Trial Exhibit List (Internal Use Only) |
pdf (1 page) |
| PI023 |
Trial Notebook Index (Internal Use Only) |
pdf (1 page) |
| PI024 |
Jury Selection Record (Internal Use Only) |
pdf (1 page) |
| PI025 |
Trial Schedule |
pdf (1 page) |
| PI026 |
Plaintiffs’ Request to Charge in a Medical Malpractice Case |
pdf (1 page) |
| PI027 |
Plaintiff’s Request to Charge in a Motor Vehicle Negligence Case |
pdf (1 page) |
| PI028 |
Plaintiffs’ Proposed Verdict Sheet in a Medical Malpractice Case |
pdf (1 page) |
G. Settlement and Closing of Case
|
| PI029 |
General Release |
pdf (1 page) |
| PI030 |
Standard Stipulation of Discontinuance |
pdf (1 page) |
| PI031 |
CPLR 5003-a Letter to Defendant Transmitting Settlement Documents |
pdf (1 page) |
| PI032 |
Judicial Conference Closing Statement |
pdf (1 page) |
| PI033 |
Client Disbursement Accounting |
pdf (1 page) |
| PI034 |
Trial Preparation Checklist |
pdf (1 page) |
