Tomorrow at 1:00 PM Eastern, I will be presenting Introduction to Subrogation and Lien Resolution to the Mississippi Paralegal Association. The session is titled Liens Without the Headache, and it is built for paralegals who want a repeatable process for handling subrogation and lien claims, instead of one off scrambles every time a settlement is on the table.
Lien resolution is one of the most underrated skill sets in plaintiff personal injury practice. The work touches every file, drives a real piece of the client’s net recovery, and shows up at the worst possible moment if it is not managed early. The firms that handle it well are not necessarily the firms with the most experience. They are the firms with a process.
What the session covers
The presentation walks through the full workflow that plaintiff paralegals can use to take a file from intake through final lien resolution. Topics include:
- The categories of liens and subrogation claims that appear in personal injury cases, including ERISA plans, Medicare, Medicare Advantage, Medicaid, FEHBA, Tricare, workers’ compensation, hospital liens, and outstanding provider bills
- How to identify which type of claim you are actually dealing with, and why the answer changes everything that follows
- The intake questions that surface lien exposure at the start of the case, instead of two weeks before settlement
- Verification documents to request from each lien holder, and what to do when they refuse to produce them
- Common reduction levers and the legal authority behind them
- Documentation and closing practices that protect the firm and the client
Why this matters for paralegals
Paralegals are the first line of defense on lien issues in most plaintiff firms. They are the ones reading EOBs, coordinating with recovery vendors, building the lien ledger, and flagging issues for the attorney. When the process is repeatable, the file moves. When it is not, the file stalls and the client’s net suffers.
The goal of Liens Without the Headache is to give paralegals a framework they can use Monday morning, and the confidence to push back when a recovery vendor’s number does not look right.
Event details
Date: Tomorrow Time: 1:00 PM Eastern Host: Mississippi Paralegal Association Format: Webinar
If your firm or paralegal team is interested in a customized version of this training, contact our office at office@merschbrocklaw.com.