Learn best practices for effective client intakes, enhancing case outcomes through diligence, organization, and strategic planning.

This course focuses on the critical role of client intakes in legal practice, particularly in personal injury and related areas. Participants will learn how to gather and organize vital case information, identify key issues early, and navigate intake processes for various case types such as auto accidents, workplace injuries, and medical malpractice. The course also covers practical tools like intake checklists, preservation letters, and social media considerations. Designed for legal professionals, the training emphasizes efficiency, compliance, and client satisfaction.
Topics List:

The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Associate at Smiley & Smiley LLP
Michael is an Associate at Smiley & Smiley where he focuses on personal injury, medical malpractice, and wrongful death cases. Prior to joining Smiley & Smiley, Michael is a former NYC Prosecutor. He graduated from the University at Buffalo Law School and earned his undergraduate degree from Binghamton University. Michael is the Chair of the Academy's Associate Board of Directors.

Attorney at Langella & Langella
Lindsay works as an attorney with her father, Michael Langella, where she primarily focuses her practice on plaintiff's personal injury cases. Lindsay Langella began her legal career as an Assistant District Attorney in the Suffolk County District Attorney's Office. She graduated from Roger Williams Law School and Bryant University for her undergraduate degree. She also sits on the Academy's Associate Board of Directors.