June 1 @ 9:00 a.m. EDT: Opening Session (60 min)
- What separates a highly successful paralegal career from a paralegal job
- Defining a “successful” paralegal career
- A different approach to the meaning of proactive behavior
- The importance of building and keeping credibility with the attorneys you work for
- Time management when juggling multiple priorities
- Why paralegal technology skills are so important
June 1 @ 11:30 a.m. EDT: Paralegal Communication Skills (60 min)
- Understanding the difference between generations when communicating at work
- Four methods to use to be more concise in your communication
- The importance of being confident in your communications with attorneys
- Easy steps to a better proofread to eliminate errors in your writing
June 1 @ 2:00 p.m. EDT: Proactive Case Management (60 min)
Handling a case proactively involves taking charge and doing things that will move a case forward without having to be told what to do each step of the way. It also involves an understanding that to be truly proactive, a paralegal should develop and refine key behaviors that are needed to be a successful litigation paralegal. In this module, we use a sample complaint and walk paralegals through the things they can do the moment the complaint comes in.
June 1 @ 3:30 EDT: Drafting Discovery (60 min)
We make drafting discovery requests and responses easy with a technique that will work on all types of litigation cases. We include group exercises using the sample complaint from Module 1 to show paralegals how to become the master of discovery drafting on their litigation team, even when they must draft discovery from scratch without a form or a template.
June 2 @ 9:00 a.m. EDT: E-discovery Basics (60 min)
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. In this session, we introduce paralegals to the basics of e-discovery, the industry models, and the court rules affecting electronically stored information and more. Note: there is a more in-depth training on all phases e-discovery in the E-discovery Paralegal Boot Camp (the next course in this paralegal training package)
June 2 @ 10:15 a.m. EDT: Project Planning (60 min)
E-discovery projects can be the most expensive part of litigation. And if we’re not careful, they can also be where the biggest mistakes happen. In this module, we give you a template to be able to plan for the project to reduce the likelihood of mistakes happening.
- Drafting a Project Plan Memo to keep your project on track
- Selecting and managing vendors
- How to identify other sources of data
- Estimating data size
- Preparing a budget for your project
June 2 @ 11:30 a.m. EDT: Managing the E-discovery Review (60 min)
- Understanding the various processing options depending on the available technology
- The importance of communication and status updates to the attorney
- Methods for reducing the review time of a document production
- Estimating the completion date for the review project
- How to make adjustments to meet the review deadline
June 2 @ 1:30 p.m. EDT: The Production (60 min)
- Understanding the pros and cons of the various production methods
- Effectively communicating with the project team
- How to develop quality control measures to prevent mistakes
- Post-production tasks and metrics so that you can learn from each project
June 2 @ 3:00 p.m. EDT: Preparing for Depositions (60 min)
Preparing for depositions is more than the notice and the subpoena. Those are forms that anyone can cut and paste. Instead, we provide paralegals with a 3-step plan to eliminate those last- minute scrambles the night before a deposition. We also provide paralegals with an insight into what happens during a deposition so that they can better organize the attorney heading out the door to the deposition.
June 2 @ 4:15 p.m. EDT: Conference Closing Remarks
Join us for live Q & A and conference closing remarks from Ann Pearson.