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Overview
Own Discovery From Start to Finish
This practical, paralegal-focused program is your comprehensive guide to managing discovery in personal injury litigation. Let our experienced faculty teach you more effective ways to draft discovery requests, organize and review medical records, coordinate depositions and witnesses, handle subpoenas and ESI, and keep everything running smoothly with tools like privilege logs and discovery trackers. No matter what type of personal injury case you're facing, this guide will sharpen your skills, boost your efficiency, and prepare you to proactively support attorneys at every phase of discovery. Register today!
- Use checklists to confidently kick off any personal injury case.
- Organize medical records in a way that attorneys and experts will appreciate.
- Draft more effective discovery requests and avoid boilerplate blunders.
- Locate and screen witnesses with tips that save time and hassle.
- Collect valuable evidence hiding in phones, apps, and other electronic devices.
- Write subpoenas that are clear, enforceable, and targeted to the records you're seeking.
- Prepare clean, admissible, and effective exhibits for attorney use at trial.
*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
- Start Smart: Investigation Checklists and Tips
- Discovery That Delivers: Requests, Responses, and Tracking
- Building the Medical File
- Making Evidence Trial-Ready: Exhibit Best Practices and Pointers
- Using Legal AI in Discovery: Pointers, Prompts, and Pitfalls
- Mastering Witness Coordination
- Social Media Posts, Smartphone Evidence, and Other ESI
- Subpoenas and Dealing With Uncooperative Third Parties
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 11-24-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 11-24-2026 |
| Florida Registered Paralegal |
|
6 Total | 11-24-2026 |
| Indiana Paralegal CLE |
|
6 Total | 11-24-2026 |
| NALA |
|
6 Total | 11-24-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 11-24-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 11-24-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 11-24-2027 |
| Ohio Certified Paralegals |
|
6 Total | 11-24-2026 |
| NFPA |
|
6 Total | 11-24-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 11-24-2027 |
| Washington Paralegal Association |
|
6 Total | 11-24-2026 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 6 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 6 Total Credits
Earn Until
OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 6 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
Earn Until
OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 6 Personal Injury Trial Law
- 6 Civil Trial Law
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 6 - Civil Trial Law, 6 - Personal Injury Trial Law
Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 6 - Civil Trial Law, 6 - Personal Injury Trial Law
Washington Paralegal Association Approved · 6 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Start Smart: Investigation Checklists and Tips
- Motor Vehicle Accidents
- Premises Liability
- Dog Bites/Animal Attacks
- Medical Malpractice
- Nursing Home Abuse and Neglect
- Product Liability
-
Discovery That Delivers: Requests, Responses, and Tracking
- Best Practices Reminders for Interrogatories, RFPs, and RFAs
- Deposition Preparation and Coordination
- Calendaring and Deadline Management Tools
- Maintaining a Discovery Tracker
- Creating and Updating Privilege Logs, Indexes, and Binders
-
Building the Medical File
- Collecting Medical Records and Ensuring a Complete Set
- Organizing Records for Attorneys and Experts
- Reviewing the Records: What to Look for
- Dealing With EMR Metadata/Audit Trails
- Creating Treatment Timelines and Summaries
-
Making Evidence Trial-Ready: Exhibit Best Practices and Pointers
-
Using Legal AI in Discovery: Pointers, Prompts, and Pitfalls
-
Mastering Witness Coordination
- Locating and Contacting Lay Witnesses
- Tips for Working With Treating Medical Providers
- Coordinating Expert Witnesses
- Independent Medical Examinations (IMEs): What to Know
- Pointers for Dealing With Difficult Witnesses
-
Social Media Posts, Smartphone Evidence, and Other ESI
- Text Messages, Call Logs, Voice Recordings
- Smartphone App Data
- Emails
- Social Media Posts and Messages
- Location Data
- Photos and Videos
- Fitness Tracker/Wearable Device Data
- Data From Vehicles
- Business Surveillance Footage
-
Subpoenas and Dealing With Uncooperative Third Parties
- Medical Records and Billing Statements
- Employment and Wage Records
- Law Enforcement and Government Records
- School Records
- Insurance Records
- Surveillance or Video Footage
- Social Media and Smartphone Records
Who Should Attend
This intermediate level course is designed to help attendees leave no stone unturned in personal injury cases. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Stephen T. Kopko
, Esq. is an attorney of the Anzalone & Doyle in Wilkes-Barre, Pennsylvania where he focuses on plaintiff's personal injury, including injuries resulting from motor-vehicle accidents, slip/trip and fall events, medical malpractice, and nursing home negligence. He is a member of the Pennsylvania Bar Association, Pennsylvania Association of Justice, Northeastern Pennsylvania Trial Lawyers Association, Lackawanna County Bar Association, and Wilkes-Barre Law and Library Association. Mr. Kopko is a 2008 magna cum laude graduate of King's College with a degree in political science, where he received the John F. Kennedy award for having the highest GPA in political science. He then received his J.D. degree from the Syracuse University College of Law. After graduating from law school, Mr. Kopko worked as a volunteer public defender in Lackawanna County and then at a local law firm. Prior to working at Anzalone & Doyle, he worked for a local law firm that specialized in representing insurance companies in personal injury matters. Mr. Kopko has represented insurance companies at each stage of litigation, including at trial and at the Pennsylvania Superior Court. In 2023, he decided to change his career path and use his skills and knowledge to benefit victims in personal injury matters. Mr. Kopko's prior experience provides him with unique insight into how the insurance industry operates, which he uses to help his clients. In 2019, he was named to the Top 20 under 40 by the Northeast Business Journal. This honor recognized Mr. Kopko as one of the top professionals in all of Northeastern Pennsylvania. He was one of only two attorneys honored that year. In addition to being a litigator, Mr. Kopko has also published articles analyzing civil litigation issues. These articles have appeared in the Pennsylvania Law Weekly and the Pennsylvania Lawyer magazine. He resides in Clarks Summit, Pennsylvania with wife, Julia and two daughters, Imogene and Ruby. Mr. Kopko is active in his community serving as a co-chairperson of the Our Lady of the Snows Country Bazaar. He is also a lector for Our Lady of the Snows. Mr. Kopko also volunteers his time as a pro-bono solicitor for the Abington Area Joint Recreation Board.
Speaker bio
John C. Lowenberg
is an attorney at Stark & Stark, PC in the Accident and Personal Injury Group where he represents clients who have suffered from catastrophic injuries resulting from auto accidents, product liability, and premises liability. Prior to joining Stark & Stark, he worked as the Deputy Attorney General for the Transportation, Construction, and Condemnation Section in the office of the New Jersey Attorney General. In this position, Mr. Lowenberg represented the New Jersey Department of Transportation and the New Jersey Motor Vehicle Commission in mediations, settlement hearings, and administrative trials. He has also worked as an associate attorney for several firms, and served as a law clerk for the Honorable Kay Walcott-Henderson, J.S.C., at the Mercer County Superior Court, Family Part in Trenton, New Jersey, and for a law firm in Cranford, New Jersey. Mr. Lowenberg is a member of the New Jersey State Bar Association. A native of Ewing, New Jersey, he volunteers his time as an essay grader for the Themis Bar Review and is a member of the Mercer County Bar Association. Mr. Lowenberg earned his B.A. degree from Stockton University and his J.D. degree from Rutgers Law School.
Speaker bio
Raymond R. Grasing
is an attorney with The Law Firm of Grasing & Associates. He has more than 25 years of trial experience in New York. Mr. Grasing knows how to try a case in a straight forward convincing manner, and how to pare down the facts and issues to their essential parts to help a jury reach the correct decision. His understanding of the law, gained through his trial experience, provides his clients with a distinct competitive advantage, whether or not their case gets to trial. Mr. Grasing practices in the areas of commercial litigation, personal injury, construction disputes, insurance coverage disputes, insurance coverage, collections, subrogation, arson, and fraud cases. He earned his B.A. degree from the State University of New York at Stony Brook and his J.D. degree from Brooklyn Law School.
Speaker bio
Mark J. Favaloro
is the principal of Favaloro Law, originally established in Massachusetts before establishing his current Virginia Beach office. He brings 38 years of trial experience to the firm, having handled matters in the trial courts of the Commonwealths of Virginia and Massachusetts, as well as in the U.S. District Courts and Courts of Appeal in the First and Fourth circuits. Mr. Favaloro is a member of the Virginia State Bar, Massachusetts Bar Association, American Judicature Society, Massachusetts Academy of Trial Attorneys, Virginia Trial Lawyers Association and American Association for Justice (AAJ). He earned his B.S. degree, cum laude, from the University of New Hampshire, his J.D. degree from the New England Law/Boston and his LL.M. degree from the Boston University School of Law.
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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