Professional Development

4.62

Case File Management Tips and Tricks for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
2 hours 56 minutes
Ana Juneja
Michelle Arty
Angela Gonzalez
With Ana Juneja from Ana Law® + 2 others
Recorded April 24, 2025

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Course Includes
$219

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Video Download

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OnDemand content will be available within 14 days of event date.


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Overview

Fresh Approaches That Save Time and Enhance Accuracy

Wave goodbye to missed deadlines and high stress levels, and wave hello to enhanced efficiency and organization! In this essential course, our distinguished faculty dole out paralegal tips and tricks for effective case file management. Explore best practices for building a calendar system, gain insights into the most popular case management software, and more. Boost your productivity - register today!

  • Analyze best practices for client management and communication.
  • Obtain tips for tracking court dates and deadlines.
  • Evaluate different methods of organizing and storing case files.
  • Discover the legal essentials of closing and archiving case files.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Client Management and Communication: Onboarding, Info Gathering, and More
  2. All About Timing: Tips for Managing Court Dates, Deadlines, and Caseloads
  3. Using Case Management Software for Case File Organization and Storage
  4. Best Practices for Reviewing, Closing, and Archiving Case Files
Product ID 100205

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Client Management and Communication: Onboarding, Info Gathering, and More

  2. All About Timing: Tips for Managing Court Dates, Deadlines, and Caseloads

    1. Building and Maintaining a Calendar System: Effective Deadline and Court Date Tracking
    2. Time Blocking and Task Prioritization
    3. Filing Pleadings and Other Court Docs
    4. File Management Tips for Cases With Ongoing Litigation
  3. Using Case Management Software for Case File Organization and Storage

  4. Best Practices for Reviewing, Closing, and Archiving Case Files

    1. Final Review of the Case File: Key Steps to Take
    2. Ensuring All Bills Are Paid and Unearned Fees Are Refunded
    3. Archiving Case Files and Ensuring Compliance With Retention Policies
    4. Handling Requests for Information and Case Documents

Who Should Attend

This intermediate level program is designed to equip attendees with real-world case file management solutions. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Ana Juneja
Ana
Juneja
Ana Law®
Michelle Arty
Michelle
Arty
Pankauski Lazarus PLLC
Angela M Gonzalez
Angela
Gonzalez
Ruder Ware, L.L.S.C.
Speaker bio
Ana Juneja

Ana Juneja

Ana Law®
Ana Juneja

is an award-winning intellectual property attorney and the founder of Ana Law®. She advises corporations, SMEs, start-ups, celebrities, and athletes with all facets of intellectual property in America and globally. Ana Law® is the first and only law firm that offers guaranteed patent, trademark, and copyright services. Ms. Juneja has a 100% success rate for IP registrations. She often teaches and speaks on emerging issues surrounding technology, security, AI, and global IP theft. Ms. Juneja is licensed in several states including Illinois, Texas, New York, Wyoming, and Washington, D.C.; and focuses her day-to-day practice on IP prosecution, IP litigation, and IP portfolio management.

Speaker bio
Michelle Arty

Michelle Arty

Pankauski Lazarus PLLC
Michelle Arty

is a litigation paralegal with Pankauski Lazarus PLLC. She is involved in all aspects of trial and appellate work, including client and witness interviews; communicating with clients/parties, opposing counsel and staff, and outside professionals and organizations; discovery, both review and analysis of incoming and outgoing discovery requests and working with clients to compile and draft responses to same; scheduling; attendance at mediations, hearings and trials; legal research; drafting pleadings from initial filing through appeal; and maintaining files. Ms. Arty is a certified paralegal, having received her advanced certifications in both trial practice and e-discovery. She is also a Florida registered paralegal. Ms. Arty served two terms on The Florida Bar's FRP Enrichment Committee. She is a member of the Paralegal Association of Florida and is serving as president of its Palm Beach Chapter. She earned her A.A.S. degree in legal assisting from Tallahassee Community College and her A.A. degree from Florida State University.

Speaker bio
Angela M Gonzalez

Angela Gonzalez

Ruder Ware, L.L.S.C.
Angela Gonzalez

is a paralegal at Ruder Ware, L.L.S.C., in Wausau, Wisconsin. She received her master's degree from Jagiellonian University in Krakow (Poland), and taught English to adults in Poland and Hungary. Ms. Gonzalez determined a law degree would round out her higher education adventures and earned her Bachelors of Laws (LLB) degree from the University of London. While working as a paralegal in Budapest (Hungary), she developed a passion for research and drafting documents in a law firm setting, which led to her continuing her legal experiences when she returned to the United States in 2009. Ms. Gonzalez's varied background earned her the ability to communicate easily with anyone on any topic. As a paralegal at Ruder Ware, L.L.S.C., she is able to sit with a grieving client, and empathize or celebrate with a client who has just survived a drawn-out probate process for a loved one. Prior to joining the firm, Ms. Gonzalez was a civil litigation legal assistant and paralegal, as well as a corporate paralegal, where she spent much of her time preparing work product in due diligence matters and multi-national business transactions. At Ruder Ware, L.L.S.C., Ms. Gonzalez specializes in trust and estate administration.

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What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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