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Courses/Law/Client Communication & Management

The Importance of Intakes and Investigations

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

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
The Importance of Intakes and Investigations

What You'll Learn

check_circleUnderstand the importance of thorough client intakes in building strong legal cases.
check_circleDevelop and utilize detailed checklists tailored to specific case types.
check_circleLearn to draft effective preservation letters to safeguard evidence.
check_circleIdentify and mitigate risks associated with client social media activity.

About This Course

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:

  • Importance of Client Intakes in Case Strategy
  • Developing Comprehensive Intake Checklists
  • Key Information Gathering for Auto Accidents and Personal Injuries
  • Preservation Letters: Protecting Evidence and Client Interests
  • Managing Social Media Risks for Plaintiffs
  • Streamlining Communication and Documentation
  • Practical Case Studies in Intake and Investigation

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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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.

Michael  Solomon, Esq.
Michael Solomon, Esq.

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.

Lindsay  Langella, Esq.
Lindsay Langella, Esq.

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.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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