Civil Litigation & Trial Skills

From Background Checks to Trial: Paralegal's Guide to Witness Management

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
New Mexico Paralegal Division, State Bar of 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 59 minutes
William Hartzell
With William Hartzell from O'Connor, Carnathan & Mack
Recorded April 29, 2025
Product ID 100208

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Course Includes
$219

OnDemand Video

Video Download

Course Book Download

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

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$69/month

Overview

Unlock Your Potential and Master Critical Witness Management Skills

A paralegal who can effectively deal with witnesses will free up valuable time for their attorney supervisors, providing peace of mind as they focus on legal strategy and case preparation. Can your attorneys trust you to deliver? This concise course will reveal critical witness management skills every litigation paralegal should know. From identifying witnesses to providing courtroom support, get the insights you need to provide your attorney critical support. Elevate your impact - register today!

  • Find background information on witnesses that could affect the case or testimony.
  • Gain expertise in conducting witness interviews and capturing compelling statements.
  • Make sure witnesses are where they need to be, when and where your attorneys need them.
  • Create well-organized witness files that can be easily accessed throughout the case.

Abbreviated Agenda

  1. Finding Witnesses and Background Information
  2. Best Practices for Interviewing Witnesses and Taking Statements
  3. Witness Communication and Management
  4. Creating and Maintaining Witness Files and Witness Lists

Related Topics

Product ID 100208

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
New Mexico Paralegal Division, State Bar of 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
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Paralegal

Agenda

All times are shown in

  1. Finding Witnesses and Background Information

    1. Finding Lay and Expert Witnesses
    2. Conducting Background Research on Witnesses
    3. Red Flags to Watch For

  2. Best Practices for Interviewing Witnesses and Taking Statements

    1. Establishing Rapport
    2. Questioning Techniques
    3. Tips for Handling Sensitive and Confidential Topics
    4. Best Practices for Documenting Statements

  3. Witness Communication and Management

    1. Scheduling Interviews, Meetings, and Depositions
    2. Subpoenas and Document Management
    3. Handling the Logistical Aspects of Witness Management
    4. Tips for Wrangling Uncooperative Witnesses
    5. Courtroom Support Tips

  4. Creating and Maintaining Witness Files and Witness Lists

    1. Compiling Comprehensive and Effective Witness Files
    2. The Best Ways to Organize Witness Files
    3. Creating and Updating Witness Lists

Who Should Attend

This intermediate level course is designed to give attendees the knowledge and skills they need to effectively manage witnesses in litigation. Those who should attend include:

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

Speakers

William Hartzell
William
Hartzell
O'Connor, Carnathan & Mack
Speaker bio
William Hartzell

William Hartzell

O'Connor, Carnathan & Mack
William Hartzell

is a paralegal with O'Connor, Carnathan & Mack. He works with case management from client intake all the way through to trial and appeals. Mr. Hartzell took a lead role in standardizing the firm's electronic file name conventions, and in migrating the firm's IT to a cloud-based system. He earned his B.A. degree from Berklee College of Music and his paralegal certificate from Northeastern University.

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Top FAQs

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.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

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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