Civil Litigation & Trial Skills

4.58

Witness and Exhibit List Best Practices 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
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 58 minutes
Michael Dean
Aaron Bundy
With Michael D Dean from Withered Burns, LLP + 1 other
Recorded July 29, 2025
Product ID 100598

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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

Keep Your Attorney's Trial on Track With Clear and Organized Witness and Exhibit Lists

Effective witness and exhibit lists foster organization, compliance, and strategic trial preparation. Disorganized and incomplete lists lead to delays, objections, and missed opportunities. Can you avoid the pitfalls and build lists that enhance your trial prep and attorney's legal arguments? Join our faculty for 3 hours of practical insights and best practices for organizing and managing lists. Support your team with the highest level of preparedness - register today!

  • Receive practical tips for rounding up witness details and creating witness lists.
  • Discover how to create clear, succinct descriptions for exhibits.
  • Avoid mistakes that can lead to confusion, delays, or exclusion of critical evidence during trial.

Abbreviated Agenda

  1. Witness Lists: Best Practices for Preparing and Organizing
  2. Exhibit Lists: Tips From Experienced Paralegals
  3. Top Mistakes Paralegals Make With Witness and Exhibit Lists
  4. Tech Tips and Electronic Exhibit Management
Product ID 100598

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
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Witness Lists: Best Practices for Preparing and Organizing

    1. Formatting and Deadlines
    2. Gathering Information and Researching Backgrounds
    3. Witness Availability, Scheduling, and Coordination
    4. Preparing the List and Updating it Regularly
  2. Exhibit Lists: Tips From Experienced Paralegals

    1. Formatting and Deadlines
    2. Clearly Organizing and Labeling Exhibits
    3. Tips for Drafting Concise but Detailed Descriptions for Each Exhibit
    4. Cross-Referencing With Corresponding Witness Testimony
    5. Updating the List Regularly
    6. Working With Your Attorney to Address Authentication Issues and Objections
    7. Tips for Managing Exhibits at Trial
  3. Top Mistakes Paralegals Make With Witness and Exhibit Lists

  4. Tech Tips and Electronic Exhibit Management

    1. Electronic Exhibit Organization, Cataloging, Integration Tips
    2. AI and Automation Dos and Don'ts
    3. Building and Formatting Electronic Lists for Easy Updating and Sharing
    4. Addressing Confidentiality and Privacy Concerns (Encrypted Communication Methods, Secure Storage, Redaction Tools)

Who Should Attend

This intermediate level course is designed to teach attendees how to prepare effective witness and exhibit lists. Those who should attend include:

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

Speakers

Michael D Dean
Michael
Dean
Withered Burns, LLP
Aaron D Bundy
Aaron
Bundy
Bundy Law
Speaker bio
Michael D Dean

Michael Dean

Withered Burns, LLP
Michael Dean

is a partner at Withered Burns, LLP in Lafayette, Indiana, a general civil litigation firm. He earned his B.S. degree from Indiana University and J.D. degree from the University of Dayton School of Law, where he received the awards for Academic Achievement and served on the University of Dayton Law Review. Mr. Dean dedicated the first 12 years of practice to criminal litigation as a public defender, prosecutor, and private practitioner. He is a member of the Indiana State Bar Association. Mr. Dean has authored numerous articles published by Criminal Justice Magazine, an American Bar Association publication. He previously was responsible for his own quarterly column titled "Bootcamp Esq." which focused on advice for new criminal practitioners.

Speaker bio
Aaron D Bundy

Aaron Bundy

Bundy Law
Aaron Bundy

is the founder and senior partner at Bundy Law. His trial practice includes family law, criminal defense, and select civil cases. Mr. Bundy's practice also includes appellate work. His post-law school training includes trial skills training and an advanced business valuation seminar, both taught by South Carolina trial lawyer Tim Madden at the National Family Law Trial Institute in Houston; multiple trial skills and cross-examination clinics taught by legendary trial lawyer Roger Dodd; the National Association of Criminal Defense Lawyers trial skills seminar in Denver, Colorado; and the annual jury selection training hosted by the National Association of Criminal Defense Lawyers in New Orleans. Mr. Bundy frequently gives presentations about trial-related issues and developments to paralegals, lawyers, judges, and other professionals in the legal industry. He has written multiple articles about discovery, evidence, and trial practice. Recognized by Super Lawyers every year since 2013, Mr. Bundy is listed in the Spear's 500 Family Lawyers index and ranked "Band 1" by Chambers & Partners HNW Guide. In 2017, Oklahoma Bar Association presented him with the Earl Sneed Award, a recognition for outstanding continuing legal education contributions. Mr. Bundy is a fellow of the American Academy of Matrimonial Lawyers and the International Academy of Family Lawyers.

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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