Client Intake and Case Development in Insurance Bad Faith Claims

Paul D. Friedman
Paul D. Friedman
Accident Law Group

Paul is a Partner and General Counsel of BROWN, CROWELL & FRIEDMAN, PLLC d/b/a ACCIDENT LAW GROUP™ and LAW TIGERS™ which is a multi-state law firm handling personal injury, wrongful death, product liability, ethics, professional malpractice, and insurance bad faith claims. After serving as the Special Counsel to the State of Arizona Attorney General from 1997-2000, he received post-graduate master’s and doctorate degrees in ethics.

Joseph Brown
Joseph Brown
Accident Law Group

Joseph Brown, Esq., founding partner of Accident Law Group, devotes his practice exclusively to personal injury law. His career began as an insurance claims adjuster, giving him a rare insider’s perspective on how insurance companies evaluate and negotiate claims. This experience enables him to anticipate opposing strategies and advocate with exceptional effectiveness. Before establishing Accident Law Group, Mr. Brown rose quickly within a major personal injury firm, ultimately serving as Managing Attorney and consistently ranking as a leader in settlements, revenue, and client satisfaction.

Live Video-Broadcast: January 20, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

At the outset of a representation, an attorney must efficiently determine whether a claimant’s matter has the hallmarks of an insurance bad faith action and set the course to develop proof of that claim. This program will walk through how to structure the intake interview, develop, document and how to transition from intake to a proof strategy for bad-faith litigation.

Key topics to be discussed:

  • Intake interview and initial screening
  • Red flags and indicators of bad faith
  • Developing a potential bad Faith case
  • Policy review and coverage assessment
  • Foundational concerns
  • Legal framework for bad faith
  • Discovery strategies
  • Expert witness and industry standard opinions
  • Causation and damage in bad faith
  • Ethical considerations and client expectation management

This course is co-sponsored with myLawCLE.

Date / Time: January 20, 2026

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

Speakers

Paul D. Friedman | Accident Law Group

Paul is a Partner and General Counsel of BROWN, CROWELL & FRIEDMAN, PLLC d/b/a ACCIDENT LAW GROUP™ and LAW TIGERS™ which is a multi-state law firm handling personal injury, wrongful death, product liability, ethics, professional malpractice, and insurance bad faith claims. After serving as the Special Counsel to the State of Arizona Attorney General from 1997-2000, he received post-graduate master’s and doctorate degrees in ethics. Paul served as an Adjunct Professor at Midwestern University/Arizona College of Osteopathic Medicine for almost a decade as well as an Adjunct Professor with the Arizona State School of Law from 2020-2022. He served as a Judge Pro Tempore of the for two decades and served as a Diplomate with the American College of Forensic Examiners™ where he wrote the manual and taught trial experts how to testify in court. He is Certified in Injury and Wrongful Death Litigation by the State Bar of Arizona Board of Legal Specialization. Paul is also Certified by the National Board of Legal Specialty Certification/National Board of Trial Advocacy (“NBTA”) in Civil Pretrial Practice Advocacy and Civil Trial Advocacy. He is a Diplomate of the American Board of Professional Liability Attorneys (“NBPLA”) in Medical Malpractice and is an Associate with the American Board of Trial Advocacy (“ABOTA”).

In addition to settling the tobacco case for the State of Arizona for over three billion dollars, Paul has obtained multiple verdicts which are listed in the Top 100 Nationally, including a jury verdict of $58,500,000.

 

Joseph Brown | Accident Law Group

Joseph Brown, Esq., founding partner of Accident Law Group, devotes his practice exclusively to personal injury law. His career began as an insurance claims adjuster, giving him a rare insider’s perspective on how insurance companies evaluate and negotiate claims. This experience enables him to anticipate opposing strategies and advocate with exceptional effectiveness. Before establishing Accident Law Group, Mr. Brown rose quickly within a major personal injury firm, ultimately serving as Managing Attorney and consistently ranking as a leader in settlements, revenue, and client satisfaction.

Mr. Brown founded Accident Law Group with a belief that clients should have direct access to the attorney handling their case, not be treated as just another file in a large system. His commitment to individualized service is further shaped by his own experience as a serious accident victim, giving him first-hand understanding of the physical, emotional, and financial challenges clients face. In addition to his legal work, Mr. Brown remains active in community service and professional engagement throughout the Valley, reinforcing his dedication to serving others both in the courtroom and beyond.

Agenda

I. Intake interview and initial screening | 1:00pm – 1:15pm

II. Red flags and indicators of bad faith | 1:15pm – 1:30pm

III. Developing a potential bad Faith case | 1:30 – 1:45pm

IV. Policy review and coverage assessment | 1:45pm – 2:00pm

Break | 2:00pm 2:10pm

V. Foundational concerns | 2:10pm – 2:20pm

VI. Legal framework for bad faith | 2:20pm – 2:30pm

VII. Discovery strategies | 2:30pm – 2:40pm

VIII. Expert witness and industry standard opinions | 2:40pm – 2:50pm

IX. Causation and damage in bad faith | 2:50pm – 3:00pm

X. Ethical considerations and client expectation management | 3:00pm – 3:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Approved for CLE Credits
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for CLE Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Approved for CLE Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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