From an Insurers Pe Pers rspec pectiv tive Randy ndy J. Curat - PowerPoint PPT Presentation

Do Dock cket etin ing From an Insurer’s Pe Pers rspec pectiv tive Randy ndy J. Curat ato Vice ce Presiden ident — Sen Senio ior r Loss Prevent ntion ion Couns nsel Attorneys’ Liability Assurance Society (ALAS) Calendaring Our Future Together. ™

Do Dock cketi eting: ng: A W A Wor ord o d of Tha f Thank nks Your ur Ro Role ▪ Critica ical l safe fety y net fo for lawy wyers ▪ Pa Part of t f the loss prevent ention ion team Calendaring Our Future Together. ™

Tra Tracki cking De ng Deadl adlines ines What’s your favorite approach? ▪ Pa Paper ▪ Sticky cky note ▪ Dayt ytime imer ▪ Ou Outlook ook Calendar ndar ▪ Central ral Docket cketing ng ▪ Somet methi hing ng else? Calendaring Our Future Together. ™

Why Why Worr Worry? y? Discipl ipline ne and d Claims ms ▪ Rul ule comp mplia liance nce ▪ Malpract practice ce claim m fo for mi missed dea d deadl dline ne Calendaring Our Future Together. ™

Bas Basis of is of Dut Duty ▪ Comp mpet etence ence ▪ Dilige gence nce ▪ Scope ope of wo f work ▪ Commu mmunica nicatio tion Calendaring Our Future Together. ™

Bas Basis of is of Dut Duty St Stan anda dard rd of of car care Wh What at woul ould a re d a reas asona onably bly well ll qua uali lifi fied d la lawye yer r do do und under r th the sa same or or si simil ilar ar cir ircums umstanc tances es? Calendaring Our Future Together. ™

Som Some Observ e Observati ations ons ▪ Everyone’s issue: All practice areas have deadlines ▪ Oops! s! Miss ssed deadline ines s happen en ▪ Caution: ion: May cr create te prior or work k co conf nflic ict Calendaring Our Future Together. ™

“Failure to timely file” 1 2 3 4 5

Ro Root Ca ot Causes uses ▪ Fa Failure e to do dock cket ▪ Misco comm mmuni unicat cation on ▪ With cl h client ▪ Interna nal ▪ Misca calcu culat ation on ▪ So So, w wha hat exact ctly is 30 30 d days? Calendaring Our Future Together. ™

Ro Root Ca ot Causes uses ▪ Inattent ntion on ▪ Ru Rush jo h jobs ▪ Poor or no no pr project ct ma manage geme ment ▪ No No che check cklists ▪ Unfa fami milia iar r jurisd sdict ctio ion/l n/loca ocal l co court rules Calendaring Our Future Together. ™

Cas Case Stud e Study Text Maples es v. Th Thomas mas: Capital tal Error or ▪ Court rt order er se sent nt to to fi firm m lawyer ▪ Lawyer er had depart rted ed firm ▪ Mail st staff returne rned d co court rt env nvelop lope e without ut openi ning ng ▪ No appeal al filed Calendaring Our Future Together. ™

Cas Case Stud e Study Minut ute e Or Orde der ▪ Cour urt t issue ues ema mail notice ice of or f orde ders ▪ No No one actual ually ly read th d the un unde derlyi ying ng orde ders ▪ Missed dea d deadl dline ne to appeal peal — mot motion ion to extend d de denied ▪ Court: “ it i is t the respons nsibi ibilit lity y of ev f every y attor orne ney y to read d the sub ubstance ance of ea f each h orde der received ed fr from m the cour urt t and d that t it i is no not suf uffi ficient ent to rely y on the ema mail notif ifica icatio tions ns received from the electronic filing system.” Calendaring Our Future Together. ™

Cas Case Stud e Study Ba Bank nkrupt ruptcy cy Order er ▪ Court rt gran ants ts dism smiss ssal al, ent nters rs fina nal order ▪ No appeal al filed within n 14-day appeal al period od ▪ One ne day later: r: Lawyer er files s appeal l on d n day and nd motion on for extens nsion ion of time ▪ Standard for after the fact extension: “excusable neglect” Calendaring Our Future Together. ™

Cas Case Stud e Study One ne Minu nute e Late ▪ Starte rted d elect ctroni ronic c su submiss ission on 11:58 58 pm ▪ Di Did no not co complet ete e unt ntil 12:01 01 am ▪ Filing ng reject cted ed Calendaring Our Future Together. ™

Bas Basic ic Prec Precaut aution ions ▪ Re Redu dunda dant nt ca calcu culatio ion n and d cr cross-ver verific ficat ation on ▪ Re Redu dunda dant nt ca calenda daring lo ing loca cations ▪ Tw Two pl place ces (ce centra ral l system m plus indi divi vidu dual al ca calenda dars) s) ▪ En Entire e team (a m (and as d assistant nts) s) incl cluded ded Calendaring Our Future Together. ™

Bas Basic ic Prec Precaut aution ions ▪ Po Policy cy — no no last da day f y filing ng ▪ Last mi minut ute protoco tocol ▪ “all hands on deck” until complete ▪ “face to face meeting” ▪ No assumptions on “who is responsible” ▪ No Notif ifica icatio tion n of m f missed dea d deadl dline ne to loss preventio ntion n partner ner or general al coun unse sel Calendaring Our Future Together. ™

Ext Extra Pr ra Prec ecaut aution ions ▪ All co court/a /agenc gency/U y/USP SPTO TO ma mail t to do dock cket fi first ▪ Post fi filing che g check cks ▪ Verify fy fi filing com g completed ▪ Verify fy proper er do docu cume ments ts fi filed, d, in incl cluding ding exhi hibits ▪ Mark de deadl dline co comp mplete Calendaring Our Future Together. ™

Lat Latera eral Prec l Precaut aution ions ▪ Incomi oming ng laterals rals ▪ Meet do docket ket staff ff ▪ Review w and ex d explai ain n sys ystem, m, policy icy, practice ctices ▪ Secur ure e all da dates in i incoming oming ma matters rs ▪ Remi mind d lawy wyer ers to change ange notice ice add ddress wi with h cour urts s and d othe her agencie ncies Calendaring Our Future Together. ™

De Depar parture ture Preca Precauti utions ons ▪ ▪ Depar arting ting Lawy wyer ers ▪ Determi mine ne de deadl dline nes s fo for clients ts stayi ying ng wi with h fi firm an m and d leaving ing wi with h lawy wyer ▪ For remainin ning g clients ts: : determine ne new lawye yer assigned ned and d up upda date e do docke ket t notice ce list ▪ Ensur ure court urt/a /age gency ncy records s up updated Calendaring Our Future Together. ™

De Depar parture ture Preca Precauti utions ons ▪ ▪ For clients ts leavi ving ng: ▪ Pr Provid ide lawye wyer wi with h all de deadl dlines nes and en d ensur ure transfer fer confi firmed rmed wi with client nt ▪ Confi nfirm rm change ange of co f cour urt/a t/age gency ncy conta ntact ct info format rmation ion ▪ Remo move ve de depart rting ing clients ts ma matter ers fr from m sys ystem Calendaring Our Future Together. ™

You Your Wi r Wish Li sh List st 5 ▪ To Top Fi Five ve co conce cerns ns ▪ Wha hat would yo d you ch change ge if if yo you ha had d a ma magi gic c wand? d? Calendaring Our Future Together. ™

Do Dock cketin eting: g: Ke Keep up the ep up the Go Good od Wo Work rk! Yo Your r Role ▪ Critic ical al sa safety y ne net fo for r lawyers ers ▪ Part of the loss ss pr preven enti tion on team Calendaring Our Future Together. ™

Thank you! Calendaring Our Future Together. ™

Do Dock cket etin ing From an Insurer’s Pe Pers rspec pectiv tive Randy J. Curato ato Vice e President esident — Sen enio ior r Loss s Prev eventio ention Counsel, sel, ALAS Calendaring Our Future Together. ™