Professional Development

Revamp Your Workflow: The Paralegal's Guide to Automating Tasks, Improving Efficiency, and Reducing Errors

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
OnDemand
1 hours 6 minutes
Aaron Bundy
With Aaron D Bundy from Bundy Law
Recorded August 14, 2025
Product ID 100700

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Course Includes
$119

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

Discover the Secrets to Supercharging Your Productivity

In this paralegal-focused program, our expert faculty arm you with tips and tactics for revitalizing your workflow. Find out how to delegate tasks effectively; unearth creative ways to use Excel to track client/call notes, trial dates, and more; and discuss the dos and don'ts of enhancing team collaboration. Level up your skills - register today!

  • Uncover guidance for identifying bottlenecks in everyday legal processes.
  • Examine best practices for time management and task prioritization.
  • Discover tips and tricks for integrating automation into your daily workflow.

*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. Identifying Bottlenecks and Inefficiencies in Legal Workflows
  2. Time Management and Task Prioritization: Paralegal Best Practices
  3. Delegating Tasks Efficiently: Essential Guidelines
  4. Excel Spreadsheets: Tracking Trial Dates, Client/Call Notes, etc.
  5. Automating Tasks and Integrating Automation Into Current Workflows
  6. Reducing Errors Through Automated Quality Control
  7. Enhancing Team Communication and Collaboration

Related Topics

Product ID 100700

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Revamp Your Workflow: The Paralegal's Guide to Automating Tasks, Improving Efficiency, and Reducing Errors

    1. Identifying Bottlenecks and Inefficiencies in Legal Workflows
    2. Time Management and Task Prioritization: Paralegal Best Practices
    3. Delegating Tasks Efficiently: Essential Guidelines
    4. Excel Spreadsheets: Tracking Trial Dates, Client/Call Notes, etc.
    5. Automating Tasks and Integrating Automation Into Current Workflows
    6. Reducing Errors Through Automated Quality Control
    7. Enhancing Team Communication and Collaboration

Who Should Attend

This intermediate level course will provide attendees with tactics for revamping daily operations in legal practice. Those who should attend include:

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

Speakers

Aaron D Bundy
Aaron
Bundy
Bundy Law
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.

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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.
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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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