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Organizing Template Contract Provisions and Maintaining Your Firm's Contract Templates Library

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
Live Online + OnDemand
1 hour
Laura Danielson
With Laura A Danielson from HaystackID, Inc.

Product ID 101097

Register For Course

Course Includes
$119

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

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

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Upgrade to IPE Unlimited Pass and Get This Course
$69/Month

Overview

Get (and Stay) Organized!

Creating and managing a contracts template library can seem like a Herculean task. This practical course will help you get started. Our experienced faculty share tips for working cooperatively with legal counsel to develop contract templates and maintain a library of standard contract templates for use across the organization, regardless of the nature of the contracts. Get organized - register today!

  • Organize key stock contract provisions for easy retrieval and updates.
  • Get tips for better counsel cooperation.
  • Avoid simple mistakes in contract template management.
  • Spot red flags and set reminders for renewal and review of executed contracts.

Abbreviated Agenda

  1. Contract Management Process in a Nutshell
  2. Developing Contract Templates and Boilerplate Provisions
  3. Maintaining a Library of Standard Contract Templates for Use Across the Organization
  4. Document Access and Editing Rights
  5. Organizing Executed Contracts and Setting Reminders for Review
  6. Common Mistakes to Avoid

Related Topics

Product ID 101097

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. Organizing Template Contract Provisions and Maintaining Your Firm's Contract Templates Library

    1. Contract Management Process in a Nutshell
    2. Developing Contract Templates and Boilerplate Provisions
    3. Maintaining a Library of Standard Contract Templates for Use Across the Organization
    4. Document Access and Editing Rights
    5. Organizing Executed Contracts and Setting Reminders for Review
    6. Common Mistakes to Avoid

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to create better contract templates. Those who should attend include:

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

Speakers

Laura A Danielson
Laura
Danielson
HaystackID, Inc.
Speaker bio
Laura A Danielson

Laura Danielson

HaystackID, Inc.
Laura Danielson

is currently the vice president of sales operations, revenue enablement and HaystackID University at HaystackID, Inc. She brings over three decades of experience and is considered an industry expert in the areas of complex litigation, specializing in consulting; best practices in litigation technology and support; ESI; data management; and trial advocacy for corporations and law firms. Ms. Danielson is a former litigation paralegal, project manager, published author, and frequent speaker/instructor. She has participated in over 100 trials in federal and state courts nationally, and has been on numerous winning trial teams, with her work focused in the areas of intellectual property, product liability, toxic tort, and complex litigation. In addition, Ms. Danielson has worked on mock trials, focus groups and arbitrations, and assisted counsel in preparation for mediations. She holds a bachelor's degree in political science and an associate degree in paralegal studies. Ms. Danielson holds the following certifications: Certified Records Manager (CRM), Project Management Professional (PMP) Six Sigma-Green Belt, and Six Sigma-White Belt. She is a member of the Project Management Institute (PMI), Association of Records Managers and Administrators (ARMA), Six Sigma, and Women in E-Discovery (WiE), where she is past board member of the national leadership team for WiE.

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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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