Civil Litigation & Trial Skills

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The Paralegal's Guide to Subpoenas

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 Pending 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
Live Online + OnDemand
3 hours
Matthew May
Laura Danielson
With Matthew T May from Rosenblum & Reisman, Attorneys at Law + 1 other

Product ID 101413

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Course Includes
$219

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

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Overview

Everything You Need to Know in One Focused Program

Knowing how to prepare, issue, serve, and respond to subpoenas are core skills for any paralegal. Yet they're not easy skills to master - especially when you're requesting specific types of records or dealing with an out-of-state witness. This practical program will cover the nuts and bolts of subpoenas before showing you how to troubleshoot common issues that can arise. Use subpoenas effectively to get the documents or testimony your attorney needs - register today!

  • Minimize pushback from third parties with subpoena drafting best practices.
  • Learn how to subpoena phone records, social media communications, and other specific types of records.
  • Gain practical guidance for issuing out-of-state subpoenas.
  • Discover what to do when a third party objects to or fails to comply with the subpoena.

Abbreviated Agenda

  1. Statutes and Rules Governing Subpoenas
  2. Drafting, Issuing, and Serving Subpoenas
  3. How to Subpoena Phone, Social Media, and Other Specific Records
  4. Filing in Other Jurisdictions - Uniform Interstate Depositions and Discovery Act
  5. Discovery Disputes and Subpoena Enforcement - The Paralegal's Role

Related Topics

Product ID 101413

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 Pending 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. Statutes and Rules Governing Subpoenas

  2. Drafting, Issuing, and Serving Subpoenas

    1. Types of Subpoenas
    2. Drafting and Issuing Subpoenas
    3. Responding to/Complying With Subpoenas
    4. Managing Costs
    5. Sample Language to Include

  3. How to Subpoena Phone, Social Media, and Other Specific Records

    1. Phone Records
    2. Social Media Records
    3. Medical Records
    4. Financial Records
    5. Other

  4. Filing in Other Jurisdictions - Uniform Interstate Depositions and Discovery Act

  5. Discovery Disputes and Subpoena Enforcement - The Paralegal's Role

    1. When to Get an Attorney Involved
    2. Compelling Discovery
    3. Filing a Motion for Sanctions
    4. Appealing Decisions

Who Should Attend

This intermediate level course provides best practices for handling subpoenas. Those who should attend include:

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

Speakers

Matthew T May
Matthew
May
Rosenblum & Reisman, Attorneys at Law
Laura A Danielson
Laura
Danielson
HaystackID, Inc.
Speaker bio
Matthew T May

Matthew May

Rosenblum & Reisman, Attorneys at Law
Matthew May

is an attorney with Rosenblum & Reisman, Attorneys at Law, where he practices in the areas of personal injury, medical malpractice, wrongful death, car accident cases, trucking accidents, civil rights, and criminal defense. Mr. May earned his J.D. degree, magna cum laude, from the University of Memphis, Cecil C. Humphreys School of Law. He is a member of the Memphis and Tennessee bar associations.

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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.
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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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