| Form | Name | Format |
| A. Intake and Client Retention |
| PI001 | Sample Client Interview Sheet | Microsoft Word (30 pages)
|
| PI002 | Statement of Client's Rights | pdf (2 pages)
|
| PI003 | Statement of Client's Responsibilities | pdf (1 page)
|
| PI004 | Judicial Conference Retainer Statement | Microsoft Word (2 pages)
|
| PI039 | New Language for Retainer to Incorporate New Rules in Personal Injury Retainer Agreements | Microsoft Word (4 pages) |
| B. Investigation and Securing of Medical and Other Records |
PI005
| HIPAA Compliant Unlimited Authorization for Plaintiff's Counsel to Secure Client's Records | Microsoft Word (2 pages)
|
PI007
| Letter from Plaintiff's Counsel to Doctor's Office Explaining HIPAA, Enclosing HIPAA Compliant Authorization, and Detailing What Is Being Requested | Microsoft Word (2 pages)
|
PI007A
| Plaintiff's Arons/Porcelli Speaking Authorization for Defendants | Microsoft Word (2 pages)
|
| C. Automobile Negligence and Insurance Related Forms |
| PI008 | Underinsured/Uninsured Notification Letter | Microsoft Word (1 page)
|
| PI009 | Sample New York No-Fault Computation Sheet | Microsoft Word (1 page)
|
| PI010 | Request for Driving Abstract | Microsoft Word (1 page)
|
| PI011 | Letter of Representation to Defendant Owner and Driver | Microsoft Word (1 page)
|
| PI012 | Pre-Suit Demand Letter for Insurance Information Under Insurance Law
§ 3420(f)(2)(A) | Microsoft Word (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 | Microsoft Word (1 page)
|
| PI014 | Verified Summons and Complaint in a Medical Malpractice Action Involving Wrongful Death of an Infant with Attorney Verification | Microsoft Word (6 pages)
|
| PI015 | Notice of Commencement of Medical Malpractice Action | Microsoft Word (2 pages)
|
| PI016 | Verified Summons and Complaint in an Automobile Negligence Case for Individual Plaintiff and Attorney Verification | Microsoft Word (5 pages)
|
| PI040 | Statement of Service by Mail and Acknowledgement of Receipt by Mail of Summons and Complaint | Microsoft Word (5 pages)
|
| E. Discovery and Amplification of Pleadings |
| PI017 | Plaintiff's Verified Bill of Particulars in a Medical Malpractice Action Involving Wrongful Death of an Infant | Microsoft Word (17 pages)
|
| PI018 | Plaintiff's Notice of Availability for Physical Examination | Microsoft Word (1 page)
|
PI019
| Plaintiff's Notice to Admit | Microsoft Word (2 pages)
|
| PI020 | Plaintiff's General Combined Demands with a Demand for a Verified Bill of Particulars on Defendant's Affirmative Defenses | Microsoft Word (5 pages)
|
| PI021 | Plaintiff's Notice to Produce Documents in a Product Defect Case with Jurisdictional and Successor Liability Issues as to Certain Defendants | Microsoft Word (6 pages)
|
| PI021A | Plaintiff's Combined Discovery Demands and Notice for Discovery and Inspection in Medical Malpractice Case | Microsoft Word (28 pages)
|
| PI036 | Notice of Issue, Certificate of Readiness and Verification | Microsoft Word (5 pages)
|
| PI037 | Certificate of Readiness and Verification | Microsoft Word (3 pages)
|
| PI038 | Deposition Exhibit Log | Microsoft Word (2 pages)
|
| F. Trial and Verdict |
| PI022 | Trial Exhibit List (Internal Use Only) | Microsoft Word (2 pages)
|
| PI023 | Trial Notebook Index (Internal Use Only) | Microsoft Word (2 pages)
|
| PI024 | Jury Selection Record (Internal Use Only) | Microsoft Word (2 pages)
|
| PI025 | Trial Schedule | Microsoft Word (2 pages)
|
| PI026 | Plaintiffs' Request to Charge in a Medical Malpractice Case | Microsoft Word (3 pages)
|
| PI027 | Plaintiff's Request to Charge in a Motor Vehicle Negligence Case | Microsoft Word (3 pages)
|
| PI028 | Plaintiffs' Proposed Verdict Sheet in a Medical Malpractice Case | Microsoft Word (11 pages)
|
| G. Settlement and Closing of Case |
| PI029 | General Release | Microsoft Word (1 page)
|
| PI030 | Standard Stipulation of Discontinuance | Microsoft Word (1 page)
|
| PI031 | CPLR 5003-a Letter to Defendant Transmitting Settlement Documents | Microsoft Word (1 page)
|
| PI032 | Judicial Conference Closing Statement | Microsoft Word (2 pages)
|
| PI033 | Client Disbursement Accounting | Microsoft Word (1 page)
|
| PI034 | Trial Preparation Checklist | Microsoft Word (5 pages) |
