Staying Organized and in Control: A Paralegal's Guide
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
Overview
Stress Management, Productivity and Calendaring Tips, Legal Project Management, and More
With the right tools, processes, and techniques, keeping a bustling law firm moving doesn't have to wear you out or compromise your peace of mind. This program offers current guidance for maximizing productivity and efficiency in your daily work. Learn how to identify and eliminate top time wasters, organize chaotic case files, and manage case deadlines and calendars with ease. Additional topics to be discussed include legal project management, improving well-being, and paralegal ethics. Register today!
- Get practical tips for managing stress and increasing well-being in legal services.
- Learn how to prioritize responsibilities, manage tasks, control your inbox, and eliminate time wasters.
- Gain strategies for hitch-free calendaring and deadline management.
- Discover powerful techniques for maintaining physical and electronic case files.
- Learn the what, when, why, and how of legal project management.
*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
- Bulletproof Calendaring and Deadline Management
- Maintaining Physical and Electronic Case Files
- Self-Care, Stress Management, and Your Well-Being
- Maximizing Productivity in Your Daily Work
- Applying Project Management Principles to Streamline Legal Work
- Everyday Ethics for Paralegals
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Bulletproof Calendaring and Deadline Management
- Determining Court Deadlines, Deciphering Unclear Court Notices
- Case Studies: How to Calendar...
- Hard Deadlines, Conferences, and Discovery
- Soft Deadlines, Case Milestones, and Information Gathering
- Getting the Most Out of Outlook and Other Calendaring Tools
- Maintaining Master and Personal Calendars
- Time-Saving Tips and Optimizations
-
Maintaining Physical and Electronic Case Files
- Anatomy of a Well-Organized Case File
- Best Practices for Labeling and Organization
- Transitioning Labeling Systems to Electronic Files
- Folder Structure and File Naming
- Search and Retrieval
- Managing Files and Folders in the Cloud
- Document Retention and Destruction
-
Self-Care, Stress Management, and Your Well-Being
- The Impact of Stress on Productivity
- Shining a Light on Common Issues in the Legal Profession
- Burnout, Secondary Trauma, and Compassion Fatigue
- Anxiety and Depression
- Top 10 Strategies for Reducing Stress and Improving Mindfulness
-
Maximizing Productivity in Your Daily Work
- Re-Thinking the To-Do List
- Goal Setting and Prioritization Best Practices
- Batching Tasks and Time Blocking
- Communication and Email Management
- Overcoming the Top 5 Time Wasters for Paralegals
- Worthwhile Productivity Tools and Technology
-
Applying Project Management Principles to Streamline Legal Work
- The What, When, and Why of Legal Project Management
- Understanding the Life Cycle of a Case
- Mapping Matter Workflows in Law - Case Studies
- Managing the Project, Tracking Progress, and Measuring Outcomes
-
Everyday Ethics for Paralegals
- Unauthorized Practice of Law
- Handling Privileged and Confidential Information
- Inadvertent Disclosures - Obligations of Both Sides
- How to Escalate Ethical Issues in the Law Firm Setting
- Spoliation and Preservation Dos and Don'ts
Who Should Attend
This intermediate level program on productivity and skills training is designed for paraprofessionals. Those who should attend include:
- Paralegals
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Marlon Primes
is a partner in the Cleveland office of Brennan, Manna & Diamond, LLC. He is a distinguished former assistant U.S. attorney for the Northern District of Ohio, with over 30 years of experience. Mr. Primes has transitioned to serve as co-chair of BMD's business and tort litigation practice, and represents companies across the U.S. in high-stakes litigation. He has handled a wide variety of complex civil litigation in state, federal and appellate courts, including jury trials and appellate actions. Mr. Primes earned his B.S. degree from Ohio University and his J.D. degree from Georgetown University Law Center.
Speaker bio
Dafney Dubuisson Stokes
is an operations counsel with Forthright. She concentrates her practice in commercial litigation, creditor's rights, bankruptcy and automotive finance. Ms. Dubuisson Stokes has successfully defended Fortune 500 corporate clients in connection with Fair Credit Reporting Act, Fair Debt Collection Practices, Truth in Lending and bankruptcy litigation on a national level. Prior to a career in the law, she worked for almost a decade in the social service sector advocating for youth in specialized foster care placement. Ms. Dubuisson Stokes has since redirected her passion for advocacy by developing strong relationships with her clients, vigorously representing their interests, and tirelessly engaging within the legal community in promotion of diversity and inclusion in the profession. She presently serves as the co-chair of the Emerging Leaders Initiative within NAMWOLF (National Association of Minority and Women Owned Law Firms), which aims to achieve equity in the legal profession through collaboration between law firms and the corporate sector. Ms. Dubuisson Stokes is also a member of the New Jersey Supreme Court Ethics Committee (District IIIB) and on the Board of the Marks Cares, Inc. in Montclair, New Jersey, with a mission to eradicate homelessness throughout New Jersey. She has also been recognized by NJBiz as a 2023 Leader in the Law. Ms. Dubuisson Stokes is licensed to practice law in New Jersey (2013), New York (2018), Ohio (2022) and Pennsylvania (2012). She earned her B.A. degree, with honors, from Boston College and her J.D. degree from Temple University James E. Beasley School of Law.
Speaker bio
Kayliegh Eely
is a family law paralegal with McShane & Bowie, PLC in Grand Rapids, Michigan. She earned her B.A. degree from Grand Valley State University and her AAS degree rom Muskegon Community College.
Speaker bio
Whittney Clark Thompson
was born and raised in Priceville, Alabama. She attended the University of Alabama, where she obtained her bachelor's degree in dance and criminal justice and graduated with honors. While Ms. Clark Thompson attended UA, she was active as a dance ambassador, the historian of the Dance Honor Society, a performer in the Alabama Repertory Dance Theatre and Dance Alabama, competed in Intramural Volleyball, and was involved in the local community by participating in READ Tuscaloosa, a program that mentors children in local elementary and middle schools. Law school took Ms. Clark Thompson to Montgomery, Alabama, where she attended Thomas Goode Jones School of Law. In addition to academic pursuits, she was active in student activities and the local community. Ms. Clark Thompson was the Honor Court Chief Justice, participated in Trial and Moot Court, was the Alumni Coordinator on the Board of Advocates' Executive Board, was a finalist in the Third Annual Southern Classic Trial Competition, an editor on Law Review, a member of Women's Legal Society, delivered Meals on Wheels to people on and off campus, and a member of several other organizations. She has a range of legal experience. Ms. Clark Thompson has worked at New Beginnings Family Law, P.C. since 2017. Through her time at law school, she worked for Frank Truncali specializing in elder law and estate planning; for Richard White, specializing in family law and criminal defense; and worked in the elder law clinic specializing in pro bono estate work for the Montgomery community. Ms. Clark Thompson has worked in law firms that have dealt with a variety of legal issues from property rights, criminal defense, family law, and estate planning. However, her primary focus is family law. Ms. Clark Thompson enjoys working closely with individuals in difficult situations to make a positive impact on others.
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