The practice of personal injury law is a profound responsibility. It involves guiding individuals through one of the most vulnerable periods of their lives—often dealing with physical pain, emotional trauma, and financial distress—while simultaneously building a complex legal and financial claim. For the new lawyer, success in this field requires a meticulous blend of empathy, strategy, and relentless attention to detail. It is not merely about the law; it is about storytelling, negotiation, and human recovery. This essay provides a roadmap for handling a personal injury case from inception to resolution, outlining the critical phases and fundamental dos and don'ts for new practitioners.
The foundation of a successful personal injury case is laid the moment a potential client walks through the door.
The Dos:
DO Screen for Merit and Conflict: Before discussing fees, conduct a preliminary screening. Is the case within the statute of limitations? Is there a clear, at-fault party? Is the injury significant enough to justify the investment of time and resources? Simultaneously, run a thorough conflict check.
DO Manage Client Expectations: Be transparent and realistic. Explain the contingent fee structure, the potential timeline (which can be years), and the uncertainties of litigation. Emphasize that a "good case" does not guarantee a specific dollar amount.
DO Secure the Client Relationship Formally: Use a well-drafted contingent fee agreement that clearly outlines the scope of representation, the fee percentage, and how costs will be handled. Have it signed immediately.
DO Act with Urgency: The freshest evidence is the best evidence. Send spoliation letters to potential defendants (e.g., a trucking company or a property owner) demanding the preservation of all relevant evidence, such as vehicle "black boxes," security footage, and maintenance records.
The Don'ts:
DON'T Promise a Specific Outcome: This violates ethical rules and sets the client up for disappointment. Avoid statements like, "This case is worth a million dollars."
DON'T Accept Every Case: The "value" of a case is a function of liability and damages. A case with clear liability but minimal medical treatment may not be economically viable. Learn to say "no" to cases that are weak, outside your expertise, or financially unsustainable.
DON'T Overlook the Client: The client is your best source of information initially. Get a comprehensive narrative of the incident, but also dig into their pre-existing conditions and medical history. Their credibility will be paramount.
Once the claim is filed, the battle of building and proving your case begins.
The Dos:
DO Thoroughly Document Damages: This is the heart of the claim. Meticulously gather all medical records and bills, lost wage documentation, and proof of other out-of-pocket expenses. Create a detailed chart summarizing all treatments and costs.
DO Invest in the Narrative: Go beyond the paperwork. Visit the accident scene and take photographs. Retain experts early—an accident reconstructionist, a life care planner, or a vocational rehabilitation expert—to solidify your theory of liability and damages.
DO Master Depositions: Prepare your client extensively for their deposition. Conduct mock examinations. For deposing the defense witnesses and experts, have a strategic plan. Use their testimony to lock in favorable facts and challenge their experts' foundations.
DO Consider Mediation Early: A successful mediation can save clients the stress of trial and ensure a guaranteed recovery. Prepare a persuasive settlement brochure that tells a compelling story, supported by the evidence.
The Don'ts:
DON'T Undervalue Non-Economic Damages: While medical bills are concrete, the real fight is often over "pain and suffering." Use day-in-the-life videos, personal journals, and testimony from family and friends to make the intangible, tangible.
DON'T Neglect Liens: Be hyper-aware of any liens on the recovery, such as those from health insurers, Medicaid (Medi-Cal), or ERISA plans. Failure to properly address liens can lead to malpractice claims and significantly reduce the client's net recovery.
DON'T Be a Bully: Aggressive advocacy is different from unprofessionalism. Judges and defense counsel talk. Building a reputation for being tough but fair and ethical will serve you better in the long run than being known as obstreperous.
Whether the case settles or goes to verdict, the final phase demands precision and persuasion.
The Dos:
DO Prepare the Client for Every Possibility: Discuss the risks and benefits of a settlement offer versus going to trial. The certainty of a settlement must be weighed against the potential for a higher verdict—or a defense verdict.
DO Simplify the Case for the Jury: At trial, jurors are overwhelmed with information. Craft a simple, powerful theme. Use clear visuals, timelines, and demonstrative exhibits. Your opening statement should tell a story; your closing should bring it home.
DO Preserve the Record for Appeal: Make your objections clearly and on the proper grounds. Ensure all offers of proof are made outside the presence of the jury. A trial win can be undone by a procedural misstep.
The Don'ts:
DON'T Wing It: Trial is not for improvisation. Every question, every exhibit, every argument should be scripted and practiced. Conduct full mock trials to uncover weaknesses in your case.
DON'T Ignore the Post-Trial Process: If you win, be prepared to defend against post-trial motions and a potential appeal. If you lose, debrief with the client about the possibility of an appeal and manage their expectations accordingly.
DON'T Forget the Client at the End: Once a settlement check arrives or a judgment is satisfied, your job is not over. Guide the client through the disbursement process, clearly explaining the deduction of fees and costs, and ensure all liens are satisfied. A clear, final accounting is essential for client satisfaction and ethical compliance.
For the new lawyer, handling a personal injury case is a daunting but immensely rewarding endeavor. It requires the analytical mind of a strategist, the persuasive power of a storyteller, and the compassionate heart of a counselor. By adhering to a disciplined, phased approach—vigilantly investigating, meticulously building, and persuasively presenting—you can effectively serve your client's best interests. The dos and don'ts are not mere suggestions; they are the guardrails forged from the collective experience of those who have navigated this path before. They will help you avoid common pitfalls and build a practice founded not just on successful outcomes, but on professional integrity and profound client trust. In personal injury law, you are not just recovering compensation; you are helping to restore a life.