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2025-11-13 13:00:00

2 Credits

Medical malpractice intake essentials: AI-powered automation, standing requirements, statute of limitations, case assessment, and medical record review strategies.

2025-11-13 13:00:00

Medical malpractice intake essentials: AI-powered automation, standing requirements, statute of limitations, case assessment, and medical record review strategies.

2025-11-13 13:00:00

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1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn AI-powered intake automation, client qualification processes, standing requirements, statute of limitations considerations, and medical record review best practices.

What will you gain

Attorneys will gain strategies to capture more leads, improve client experience, verify legal authority, assess case elements, and manage client expectations effectively.

AI Intake
AI systems provide 24/7 availability, automatic case prioritization, and CRM integration.
Standing
Verify who can bring the case under state wrongful death statutes.
Limitations
Research applicable deadlines, exceptions, and notice requirements for government entities.
Case Elements
Evaluate negligence, damages, and causation with equal rigor using expert review.
Record Review
Gather complete medical records and verify documentation from all treating providers.
Client Management
Set realistic expectations about timelines, fees, and potential case outcomes.

What will you learn

Attorneys will learn AI-powered intake automation, client qualification processes, standing requirements, statute of limitations considerations, and medical record review best practices.

What will you gain

Attorneys will gain strategies to capture more leads, improve client experience, verify legal authority, assess case elements, and manage client expectations effectively.

Agenda

Session 1

Revolutionizing Client Intake with AI and Lexidesk

Session 2

Medical Malpractice Intake: Legal Essentials and Case Assessment

clock 1:00 pm - 2:00 pm EST

Revolutionizing Client Intake with AI and Lexidesk

Ivan Tryskyba

Lexidesk.ai

Martin Langan

Lexidesk.ai

Robert Hanna

KC Partners

Jennifer Pitzer

Roman & Boock, LLC

This session explores how AI-powered intake platforms solve traditional inefficiencies like missed calls, limited hours, and inconsistent information gathering. Attendees will see practical demonstrations of features including 24/7 availability, automatic case prioritization, CRM integration, and multilingual support while addressing common myths about client preferences for human interaction.

Ivan Tryskyba

Lexidesk.ai

Martin Langan

Lexidesk.ai

Robert Hanna

KC Partners

Jennifer Pitzer

Roman & Boock, LLC

clock 2:10 pm - 3:10 pm EST

Medical Malpractice Intake: Legal Essentials and Case Assessment

Ivan Tryskyba

Lexidesk.ai

Martin Langan

Lexidesk.ai

Robert Hanna

KC Partners

Jennifer Pitzer

Roman & Boock, LLC

This session covers critical legal requirements for medical malpractice cases including standing determination, statute of limitations analysis, and verification of case elements like negligence, damages, and causation. Attendees will learn practical strategies for medical record review, working with experts, and managing client expectations throughout the intake and case development process.

Ivan Tryskyba

Lexidesk.ai

Martin Langan

Lexidesk.ai

Robert Hanna

KC Partners

Jennifer Pitzer

Roman & Boock, LLC

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Ivan Tryskyba

Lexidesk.ai

Martin Langan

Lexidesk.ai

Robert Hanna

KC Partners

Jennifer Pitzer

Roman & Boock, LLC

Ivan Tryskyba

Lexidesk.ai

Ivan Tryskyba is the founder of Lexidesk.ai, an AI-driven legal intake platform that acts as a 24/7 lawyer-level receptionist, qualifying leads, booking appointments, and following up automatically.

Recognition & Leadership

Under his leadership, Lexidesk has been recognized by the LawTechUK ecosystem as a promising company using AI to manage client enquiries with the intelligence of a senior attorney.

Professional Involvement

Maintains a presence in the legal tech and AI communities, often speaking on the intersection of technology and law.

Experience

Prior to Lexidesk, Ivan was instrumental in launching Caseguru, a legal tech marketplace co-founded in 2023 that connects attorneys with legal cases using AI to improve client acquisition. He also serves as CEO of Insight-Dev-Tech.

Ivan Tryskyba

Lexidesk.ai

Ivan Tryskyba is the founder of Lexidesk.ai, an AI-driven legal intake platform that acts as a 24/7 lawyer-level receptionist, qualifying leads, booking appointments, and following up automatically.

Recognition & Leadership

Under his leadership, Lexidesk has been recognized by the LawTechUK ecosystem as a promising company using AI to manage client enquiries with the intelligence of a senior attorney.

Professional Involvement

Maintains a presence in the legal tech and AI communities, often speaking on the intersection of technology and law.

Experience

Prior to Lexidesk, Ivan was instrumental in launching Caseguru, a legal tech marketplace co-founded in 2023 that connects attorneys with legal cases using AI to improve client acquisition. He also serves as CEO of Insight-Dev-Tech.

Martin Langan

Lexidesk.ai

Martin Langan is a solicitor and legal tech innovator with deep experience in private practice and workflow automation, helping law firms design custom workflows, improve efficiency, and integrate legal software solutions.

Professional Involvement

Speaks and writes frequently on topics including automation, AI in law, and the evolution of online legal services.

Experience

Founded Legal Workflow Limited in 2007, leveraging his early adoption of case management systems dating back to 1997. Over his career, Martin has advised firms on IT strategy, business process improvement, and selecting technology platforms for legal operations.

Robert Hanna

KC Partners

Rob is a leading figure in global legal talent solutions and content creation, renowned for guiding legal professionals in achieving their career aspirations across various international regions and shaping digital recruitment strategies.

Recognition & Leadership

Recognized as a LinkedIn Top Voice. Hosts the critically acclaimed Legally Speaking Podcast, powered by Clio, ranking in the top 1% of global podcasts. Contributes to best-selling legal texts and is a sought-after speaker.

Professional Involvement

Passionate advocate for mental health, diversity, and inclusion. Actively collaborates with high profile legal organizations such as The Law Society of England and Wales, the Society of Asian Lawyers, and non profits like NRG Lawyers. Supports initiatives that bridge the metaverse and the mainstream.

Experience

As a prominent legal recruiter, Rob advises Recruitment & Legal Tech startups and integrates innovative Web3 technologies into his work. Continuing his grandfather's legacy in law.

Jennifer Pitzer

Roman & Boock, LLC

Jennifer Pitzer is an attorney known for her resilient representation, focusing on the finer details of each case to identify the best path forward for clients injured at no fault of their own.

Experience

At the start of her career, Jennifer served clients at the United States District Court for the Southern District of Illinois, which opened her eyes to problems and injustices people solve through the legal system, drawing her to represent injured individuals.

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Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
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Why Attend

Why this 
program matters

Mastering medical malpractice intake processes protects clients’ legal rights while maximizing firm efficiency through proper case evaluation, documentation, and compliance.
$4.8B
Total settlement payouts from medical malpractice claims reported to the National Practitioner Data Bank in 2023.
40%
Percentage of law firms that answered incoming calls from prospective clients in 2024, down from 56% in 2019 according to Clio’s Legal Trends Report.
35%
Percentage of calls to small and mid-sized law firms that go unanswered during business hours, costing the industry an estimated $109 billion annually.
79%
Percentage of legal professionals using artificial intelligence in 2024, up dramatically from 19% in 2023 according to Clio’s Legal Trends Report.

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The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

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