Law Practice Management and Ethics Tool Kit for Paralegals
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 |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Wed, Mar 04, 00:00 AM – 00:00 PM
Wed, Mar 04, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
Overview
Discover Tried-and-True Tactics for Paralegal Success
Are you feeling overwhelmed by endless deadlines, case files, and ethics traps? If so, then this course is for you! Join our dynamic instructors as they talk about tactics for giving constructive feedback to junior staff, adapting to new law firm technology, and overcoming real-world ethical hurdles. From calendaring best practices to common UPL landmines, you don't want to miss this opportunity to upgrade your knowledge and ignite your paralegal career. Register today!
- Examine best practices for calendaring and time management.
- Find out how to spot and resolve conflicts of interest.
- Discover the dos and don'ts of fee management and billing.
- Uncover practical guidance for ensuring ethical client communication.
- Keep up to date on the latest law firm tech trends and risks.
*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
- Best Practices in Time Management and Calendaring
- Identifying and Resolving Conflicts of Interest: Legal Essentials
- File Management Techniques for Easy Search and Retrieval
- Ethical Guidelines for Timekeeping, Fee Management, and Billing
- Paralegal Leadership Tips: Mentoring, Training, Giving Feedback, etc.
- Essentials of Client Confidentiality and Communication
- Law Firm Tech Trends, Integration Tactics, and Risk Management
- The Paralegal's Guide to Preventing UPL Landmines
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 |
| 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
-
Best Practices in Time Management and Calendaring
-
Identifying and Resolving Conflicts of Interest: Legal Essentials
- Identifying Conflicts of Interest
- Conflict Waivers: The Paralegal's Role in Documenting the Process
- When a Conflict Arises Mid-Representation: Key Steps to Take
- Communicating About Conflicts While Safeguarding Confidentiality
-
File Management Techniques for Easy Search and Retrieval
-
Ethical Guidelines for Timekeeping, Fee Management, and Billing
- Understanding and Tracking Billable Hours
- Client Billing and Invoices: What Paralegals Need to Know
- Handling Client Funds and Accounting Basics
- Using Billing and Accounting Software Effectively (Including QuickBooks)
- The Top 5 Worst Billing Mistakes Paralegals Make
-
Paralegal Leadership Tips: Mentoring, Training, Giving Feedback, etc.
-
Essentials of Client Confidentiality and Communication
- Differentiating Attorney-Client Privilege vs. Work-Product
- Best Practices for Managing Client Expectations
- Electronic Communication: Ethical Considerations for Paralegals
- Protecting Confidentiality When Working With Vendors, Third Parties, etc.
- Preventing - and Remedying - Inadvertent Disclosures
- Practical Guidance for Dealing With Difficult People and Confrontation
-
Law Firm Tech Trends, Integration Tactics, and Risk Management
-
The Paralegal's Guide to Preventing UPL Landmines
- Defining "Practice of Law"
- Clearly Identifying Yourself: Why It Matters
- What to Do When Friends, Family, or Clients Ask You for Legal Advice
- When Your Attorney Is Busy and Asks You to "Just Handle It"
- Exploring Other Potential UPL Scenarios
Who Should Attend
This intermediate level program is designed to bring attendees up to speed on best practices for navigating ethical dilemmas and thriving in the legal sphere. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
David A. Lowe
is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, corporate matters, employment law, personal injury, and successions. He is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. Mr. Lowe has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court. He is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. Mr. Lowe earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.
Speaker bio
T. Kevin Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
Speaker bio
Lynndolyn T. Mitchell
is the owner of the Law Office of Lynndolyn T. Mitchell P.C. in Rockville, Maryland. She has been representing clients from all economic and social backgrounds in juvenile, family, misdemeanor criminal, and traffic matters in Maryland, Virginia and the District of Columbia for more than 30 years. Ms. Mitchell has served as a senior assistant public defender in Virginia Beach in the Juvenile Division and Felony Trial Division, and deputy public defender in the Juvenile Division of the Riverside County Public Defender's Office. She has represented juveniles in delinquency and dependency matters in California, Virginia and Maryland. Ms. Mitchell served an assistant adjunct professor for the University of Maryland Global Campus (Formerly UMUC) in the disciplines of paralegal studies and criminal justice. She has extensive experience representing military families in all aspects of family law matters. Ms. Mitchell is a member of Maryland State Bar Association's Solo Small Firm Section, served as co-chair of the Education Law Section, and has served as a member of the School Board at Montrose Christian School in Rockville. She is admitted to practice in Virginia, District of Columbia, Maryland and Montgomery County. Ms. Mitchell earned her B.A. degree from the University of Irvine and her J.D. degree from Antioch School of Law, Washington, D.C. She has handled pro bono education law matters for the Maryland Disability Law Center.
Speaker bio
Mary Ewing
is a founding member of Mary Ewing Law Office PC. Having previously practiced for 20 years with Ewing & Ewing PC, she is a tireless advocate in her representation of those who have been injured as a result of an automobile collision, dangerous condition, defective product, or professional negligence. Ms. Ewing also represents those involved in divorce litigation, workers' compensation claims, Social Security claims, and employment matters. She has been a frequent presenter at numerous continuing legal education seminars, held a board position with the Colorado Trial Lawyers Association for 30 years, and was certified as a civil trial advocate by the National Board of Trial Advocacy. Ms. Ewing served as an adjunct professor of law at the University of Denver College of Law for many years, as well as on the teaching faculty for the National Institute for Trial Advocacy. She earned her B.A. degree from the University of Colorado and her J.D. degree from the University of Denver.
Speaker bio
Heather E. Norton
is an attorney at law practicing in Montana. Her areas of practice include tax laws, personal injury, landlord tenant, family and estate planning. Ms. Norton earned her J.D. degree from the University of Idaho College of Law.
Top FAQs
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.
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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.
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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