Module 1: Proactive Case Management
In this opening session, 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.
Module 2: Drafting Discovery Requests & Responses
With the 2015 amendments to FRCP (and states that have been adopting those amendments), it is more important than ever that discovery drafting is not just copy and paste the same old objections and responses. We make drafting discovery requests and responses easy with a technique that will work on all types of litigation cases. We include group exercises to show you how you will become the master of discovery drafting on your litigation team, even when you have to draft them 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 are not working with expensive e-discovery tools, you are most likely still “working with e-discovery” because there is no way around it now. Everyone in business communicates by email, which means every lawsuit will have some e-discovery component. 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. 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 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 Depo Prep Notebook, a depo prep checklist and show you how to use free technology to your advantage when it’s time for depositions.
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 5.5 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 – an Excel file with all of your case organization tools
- Index to Deposition Prep Notebook
- Vendor Comparison Chart
- Project Completion Estimator
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.
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).