Module 1: Proactive Case Management
From the moment the complaint gets served, we provide you with one simple method that you can use on all of your litigation cases that will allow you to manage your cases proactively. After this session, you will know what your attorneys need before the attorneys even know that they need it. We will give you electronic forms to get you started with proactive case management right away so that you can start using them before you even finish the course.
Module 2: Drafting Discovery Requests & Responses
We make drafting discovery requests and responses easy with a technique that will work on all types of litigation cases. We show you how you will become the master of discovery drafting on your litigation team, even when you have to draft requests and responses from scratch without a form or a template!
Module 3: E-discovery Basics
All litigation paralegals, regardless of the specific practice area, should have a general understanding of e-discovery and how it fits into the discovery phase of a litigation matter. Even if you think you’re “not doing e-discovery work” on your cases, you probably are if you are receiving PDFs or emails. In this session, we introduce paralegals to the basics of e-discovery, the industry models, court rules affecting electronically stored information and more.
Module 4: Managing Document Productions
This session provides paralegals with the tools to conduct and manage document review projects – large and small – paper and electronic. Paralegals are introduced to using project management principles with a Project Plan Memo so that documents and deadlines do not slip through the cracks during a document review and production. You’ll also learn how to identify privileged documents and draft a privilege log in conjunction with your document production.
Module 5: Preparing for Depositions
Preparing for depositions is more than just drafting the notice and the subpoena. Those are forms that you can cut and paste. Instead, we provide you with a 3-step plan to eliminate those last minute scrambles the night before a deposition. We do this with our Master Deposition Prep Notebook, which will become your Depo Prep Checklist. We will also show you how to use free technology to your advantage when it’s time for depositions.
Bonus Module: 7 Habits of Highly Effective Paralegals
In this motivational Paralegal Boot Camp® workshop, we put a new spin on Stephen Covey’s Seven Habits of Highly Effective People by showing paralegals how they can develop their own 7 Habits that will advance their careers.
The habits that we identify come from years of research and asking attorneys “why do you prefer to work with one paralegal over another” and from talking to managers and paralegals who have had successful careers.
- What separates a highly successful paralegal career from a paralegal job
- A different approach to the meaning of proactive behavior
- Gaining trust and credibility through your work habits
- Setting SMART goals to continuously advance your career
- Being more productive without sacrificing the quality of your work product
- Becoming an active participant in your performance review process
Additional Course Information
The course access period for this course is 90 days. But life happens! Things come up that you didn’t expect. That’s not a problem.
If something comes up and you are not able to complete the course during your course access period, just shoot us an email and let us know that you need more time.
This course is approved for 6.5 CLE credits.
In addition to the course lessons, your course includes templates and forms that you will be able to download and use right away on your own cases. Some of those include:
- Master Case Book
- Project Plan Memo
- Document Review Decision Tree
- Index to Deposition Prep Notebook
- Service Provider Comparison Chart
This course is recommended for recent paralegal school graduates and for paralegals with less than 5 years of experience in the litigation practice area. It also recommended for case assistants, project assistants and other professionals who want to transition to a litigation paralegal role.
If you have more than 5 years of experience, it is recommended that you check out our Litigation Paralegal Boot Camp, which has similar content to this course, but it is designed for paralegals who already have several years of hands-on experience.
Ann Pearson is the Founder of PRM Education Group and Director of Training for its nationally-recognized Paralegal Boot Camp®. Ann develops training programs exclusively for paralegals and legal assistants.
Ms. Pearson has over 25 years of experience in the legal industry, first as a litigation paralegal at a boutique law firm in Sarasota, Florida and then as a litigation paralegal at Holland & Knight LLP. She later became the paralegal manager at McKenna, Long & Aldridge LLP (now Dentons), where she managed the paralegals and case assistants in their Atlanta, New York and San Diego offices. Ann was able to significantly increase the skill set, retention rates and productivity of McKenna’s paralegal group through methods that she now teaches in the Paralegal Boot Camp.
Ms. Pearson teaches online courses for Emory University’s Paralegal Certificate Program and is a frequent speaker at legal industry events. She has served on the Advisory Board of Brown Mack College’s paralegal certificate program in Atlanta and is the former President at the Foundation for the Advancement of the Paralegal Profession (FAPP).