New Client Intake and Trial Preparation: Building Your Civil Litigation Skills


CLE credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

Preparation is the key to success for any trial. While the judge, jury, your adversary and your client get to see you in action during the trial, it is the time spent before the trial, developing your theory, dissecting the evidence, preparing your witnesses and shaping your opening and closing statements that will determine your success. Trial preparation begins from the day the case is retained: the new client intake. Honing in early on the theory of your case will enable you to move the case efficiently through the discovery process, depositions and motion practice. If the building blocks of your case are properly placed, the actual trial preparation comes naturally.

This program will explore and highlight the core aspects of a new client intake and trial preparation. While styles and approaches to trial work depend on individual personalities and strengths, preparation is universally necessary to success.

Upon course completion, you will be able to:

•   Conduct an effective client intake
•   Develop and articulate the theory of your case as early as possible
•   Navigate the discovery process efficiently
•   Consider trial preparation throughout each phase of the case
•   Grasp and understand how each phase of the case should be directed toward trial preparation
•   Learn how to prepare evidence, witnesses and clients for the trial experience

Key topics to be discussed:

•   Client Intakes
•   Discovery
•   Preparing evidence, witnesses and clients
•   Trial Preparation
•   Trial Tips

Date / Time: April 7, 2020

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast:Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video:Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: August 15, 2019

Jeffrey M. Kimmel, Esq. is highly regarded for his fierce litigation style and persistent drive to achieve optimal results for his clients. Jeff focuses on medical malpractice and complex personal injury cases, where his powerful intellect, sharp analytical skills and sincere compassion for his clients contributes to the growing number of successful verdicts and settlements for SSKB, which exceeds $500 million to date. Jeff’s ultimate objective is to deliver unsurpassed service and results while ensuring that clients’ needs remain a top priority for the firm.

Ambitious in nature and a true born leader, Jeff’s successes started early when he was recruited by top universities after leading his high school soccer team to a state championship. Jeff chose the University of Pennsylvania and graduated from the prestigious Wharton School of Business. He continued his studies at Brooklyn Law School, where he received the coveted American Jurisprudence Award in both Legal Writing and Appellate Advocacy, recognizing and rewarding his talents for compelling writing and oral presentations. After four years as an Assistant District Attorney in the Bronx, Jeff joined an insurance defense firm that focused on medical malpractice defense. He brought that experience to SSKB where he soon became a partner.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. Client Intake
a) Get the Whole Story
b) Manage Expectations
c) Money
d) Settlement v. Trial
e) Explain Forms

Section II. Discovery
a) Summons/Complaint
b) Bill of Particulars
c) Discovery Demands
d) Court Appearances
e) Pre-trial conferences
f) Valuation

Section III. The Trial
a) Jury Selection
b) Relevant CPLR section re: subpoenas
c) Effective Openings
d) Direct/Cross Examinations
e) Expert Witnesses
f) Demonstrative Evidence
g) Objections
h) Closing Statements