Revised May 12, 2003
Shared by: HC120212205856
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Document Sample


ATTACHMENT A
THE AGREED-TO LITIGATION PLAN
The following provides a template for documenting the Agreed-to Litigation Plan (ATLP).
The ATLP should be marked as Privileged and Confidential
Claims Professional: Date:
Lawyer: Version:
Insured: Time Period of ATLP:
Other Parties Representing: Begin Date:
Claimant: End Date:
Claim Number: Date of Prior ATLP:
Date of Loss: Next ATLP Review Date:
Venue: Legal Expense Paid to Date:
Projected Trial Date: Current Budget Total:
Projected Total Legal Cost:
I. Executive Summary
II. Detailed Case Summary
A. Summary of Facts
B. Procedural Posture of Case:
C. Venue, Jurisdictional Considerations, Judge, Probably Jury
D. Name and evaluation of plaintiff’s and other counsel
E. Critical Issues and Experts
1. Critical Liability Issues
2. Expected Liability Experts
3. Critical Damages Issues
4. Expected Damages Experts
5. Other Critical Issues
F. Evaluation (only if specifically requested by the claims professional)
G. Summary of discovery responses relevant to the Medicare Medicaid and SCHIP
Extension Act of 2007 (MMSEA).
III. Resolution Strategy (only if specifically requested by the claims professional)
Litigation Management Program 2010
General Litigation Guidelines
Attachment A
Page 1 of 2
IV. Case Management
V. Anticipated Legal Services, Claims Activity and Budget
Summary of Claims Activity
Summary of Legal Services
Timekeepers Roles Hours
Budgets/Legal Expense
Total of Cumulative
Current
Prior Totals of
Budget
Budget(s) all Budgets
Case Assessment, Development and Administration
Pre-Trial Pleadings and Motions
Discovery
Trial Preparation and Trial
Appeal
Expenses
Totals
A proposed budget for the legal services estimated above
has been created in Legal eXchange.
is attached hereto.
Litigation Management Program 2010
General Litigation Guidelines
Attachment A
Page 2 of 2
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