A Litigation Paralegal's Guide to Case Management Training Class

Course ID: 21555

A Litigation Paralegal's Guide to Case Management Training Seminar

Improve Productivity and Efficiency With Proven Case Management Techniques

Keeping command of the myriad of documents, people and communications involved in legal cases is a challenging undertaking. Solid case management strategies can, and will, provide the foundation for maintaining a profitable legal team. Our experienced faculty will help you master proven case management and organization techniques that will improve team productivity. Learn how to facilitate seemingly effortless workload management with solid discovery, witness and evidentiary procedures. Help your attorneys enhance his/her practice by handling more cases in the same amount of time!

Handle cases and tasks more efficiently by:

Developing information retrieval systems that will help you find what you need, when you need it.
Facilitating requests for production and admission that will garner the information your team needs.
Locating and retaining credible and reliable expert witnesses.
Managing issues of privilege to avoid ethical problems.
Preparing evidence and exhibits so that they have the maximum impact at trial.


	Agenda
	INITIAL CASE MANAGEMENT AND ORGANIZATION 9:00 - 9:45, Robert J. Hauer Initial Client Interview Basic Initial Research Setting Up the Case File Drafting the Initial Pleadings ETHICAL QUESTIONS - THE PRACTICAL DO'S AND DON'TS 9:45 - 10:45, Patrick R. Burns Avoiding Situations That May Expose You to UPL Requirements for Attorney Supervision Evaluating Conflicts of Interest Managing Issues of Privilege EFFECTIVE DOCUMENT CONTROL AND ORGANIZATION 11:00 - 12:00, Christopher Newkirk How to Organize Your Case Documents Developing Information Retrieval Systems Why the Merits of the Case Are Important Types of Files to Create Categories for Organization of Documents Control Devices - Physical Space, Equipment and Budget Tracking Electronic Information Digesting, Abstracting and Indexing Documents Using Technology in Document Control Document Management/Case Management Software When to Hire a Vendor POWERFUL DISCOVERY TECHNIQUES 1:00 - 2:00, William L. Moran What to Do When Putting Together a Complaint Formal Discovery - What is Its True Purpose? Initial Disclosures Request for Admissions Request for Production of Documents Interrogatories and Answers Motions and Notices Using Informal Discovery and Public Sources of Information GETTING THE MOST OUT OF YOUR WITNESSES 2:15 - 3:15, Roger L. Kramer Preparing the Client for Deposition and Trial Expert Witnesses Ways to Locate a Qualified Expert Expert Interrogatories Communication With the Expert Witness Lay Witnesses PREPARING EVIDENCE AND EXHIBITS FOR TRIAL 3:15 - 4:30, Alan M. Anderson Key Rules of Evidence and Why They Are Important Preservation of Evidence General Considerations Spoliation and Issues Related to Electronic Evidence Creating Demonstrative Evidence, Evidence and Exhibits for Use at Trial

Audience

This basic-to-intermediate level program focuses on practical case management tips and techniques used successfully to improve productivity and efficiency. Those who should attend include: