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Overview
A Paralegal's Guide to Staying Organized, Focused, and Ahead
Drowning in deadlines, urgent filings, and endless emails? This course shows you how to transform your daily routines, prioritize effectively, and leverage the latest time-saving technology. From calendaring to case file maintenance, you'll gain actionable insights into staying productive and saving time. Finish your days with deadlines under control, files organized, and a manageable inbox - register today!
- Develop simple routines and practices that keep you focused throughout the day.
- Handle last-minute filings and requests without losing momentum on other priorities.
- Discover the latest tools and apps paralegals are using to cut hours off repetitive work.
- Keep physical and digital case files organized, strategically labeled, and up to date.
- Stay ahead of deadlines with calendaring strategies and automated reminders.
*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
- Routines and Habits That Optimize Workflow
- Task Prioritization and Time-Management Tactics
- Time-Saving Tech: Useful Applications for Paralegals
- Organizing and Maintaining Case Files and Documents
- Deadlines and Calendaring: Tips and Tricks
- Legal Ethics for Paralegals
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 03-31-2028 |
| Delaware Certified Paralegal Program |
|
6 Total | 03-31-2027 |
| Florida Registered Paralegal |
|
6 Total | 03-31-2027 |
| Indiana Paralegal CLE |
|
6 Total | 03-31-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 03-31-2028 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 03-31-2027 |
| Ohio Certified Paralegals |
|
6 Total | 03-31-2027 |
| NFPA |
|
6 Total | 03-31-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 03-31-2028 |
| Washington Paralegal Association |
|
6 Total | 03-31-2027 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
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
- 1 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 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 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
- 1 Technology
- 1 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 1.0 hour of self-study technology 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 1.0 hour of self-study ethics credit and 1.0 hour of self-study technology 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
- 1 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 1.0 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
- 1 Professional Responsibility
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 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
- 1 Ethics
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 1.0 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 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
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
-
Routines and Habits That Optimize Workflow
- Creating a Daily and Weekly Plan
- Crafting Templates and Checklists for Routine Work
- Automating Repetitive or Tedious Tasks
- The Benefits of Taking Breaks
- Keeping Your Inbox Manageable
-
Task Prioritization and Time-Management Tactics
- Urgent vs. Important Tasks: Proper Prioritization Tips
- Juggling Last-Minute Requests With Countless Other Duties
- Time Blocking and Task Batching
- Staying Focused: Reducing Multitasking and Context Switching
- Identifying and Minimizing Distractions
-
Time-Saving Tech: Useful Applications for Paralegals
- Getting the Most Out of Microsoft Outlook or Gmail
- Collaborative Platforms and File-Sharing Tools
- Case Management and Time-Tracking Software
- What AI Can Do For You: Tools, Tips, and Traps
-
Organizing and Maintaining Case Files and Documents
- Best Practices for Digital and Physical File Organization
- Effective Labeling Tactics
- Version Control: Avoiding Duplication and Confusion
- Leveraging Indexes, Tables, and Cross-References
-
Deadlines and Calendaring: Tips and Tricks
- Tracking Deadlines and Monitoring Progress
- Setting Reminders, Alerts, and Recurring Tasks
- Keeping Shared Calendars Updated
- Effective Calendaring Strategies
-
Legal Ethics for Paralegals
- Ethical Communication Best Practices
- Avoiding Unauthorized Practice of Law
- Client Confidentiality and Privilege
- Competence and Professional Integrity
Who Should Attend
This intermediate level program is designed to provide attendees with practical guidance on enhancing their productivity. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Kerie S. Trindle Byrne
, PP, PLS-SC has been a legal professional for over 25 years and has worked in many different capacities in the law firm environment, including file clerk, legal secretary, office manager, administrative assistant, and paralegal. She has previously spoken on ethics and other topics at the webinar entitled, "A Paralegal's Guide to Discovery in Divorce". Through determination, hard work and on-the-job training, Ms. Trindle Byrne gained the background knowledge and skills to perform as a legal support professional. Believing education to reinforce her skills was important, she attended Phoenix College and earned her Associate of Arts Degree in paralegal studies, obtained her PP and PLS certifications from NALS, and her specialty certificate (SC) in family law from NALS. Ms. Trindle Byrne has practiced many areas of law and has worked as a family law paralegal with David N. Horowitz, Giancarlo A. Sapelli, Greg R. Davis, and Jennika N. Stith of Warner Angle Hallam Jackson & Formanek PLC for the last 18 years. She believes her communication skills, creativity, intuition and innovation make her an effective leader.
Speaker bio
Aaron D. Paker
came to his law career later in life. After a 13-year career in early childhood, including a Special Education Preschool dedicated to children with severe emotional and behavioral diagnoses, he needed a change. He trained as a paralegal and eventually became a Medicaid specialist at Life Point Law; however, upon becoming the firm's expert, he soon learned that he did not make a good paralegal who was expected by some of the, now former, attorneys to do as he was told and not as he knew was best for the clients. Three and a half years later, after not seeing his family or sleeping, he graduated from the Seattle University School of Law Part-Time Program; took the last Bar Exam before the Covid-19 waiver; and was sworn in by one of his professors in that professor's back yard. When not in the office his favorite pastime, other than hanging out with his wife and daughters, is cooking and he one day aspires to retiring from law so that he can open a "pay-as-you-can" nonprofit restaurant. Ask him nicely and he may send you a sample of his homemade rub or BBQ sauce.
Speaker bio
David Gabor
is a partner with The Wagner Law Group where he focuses his practice in human resources consulting; which includes drafting policies, negotiation of contracts, training employees, representing employers during audits, and overseeing ADA compliance for websites. Mr. Gabor handles litigation in federal and state courts and at arbitrations in issues arising out of the employer-employee relationship. He also maintains an appellate practice. Mr. Gabor is a member of multiple professional organizations, including the New York State and Massachusetts bar associations, Northeast Human Resources Association, Society for Human Resource Management, and Labor and Employment Law Committee. He earned his B.A. degree from the University of Michigan and his J.D. degree from Touro College Jacob D. Fuchsberg Law Centre.
Speaker bio
S. Leigh King
, J.D., LL.M., earned her J.D. degree in May 2002 from Texas Wesleyan University School of Law (now Texas A&M University School of Law), where she was a senior editor on the Law Review. During that tenure, Ms. King was a judicial intern at both the federal and state appellate courts in Fort Worth, Texas. She earned her LL.M. degree in intellectual property law from Southern Methodist University in May 2009. Currently, Ms. King practices civil trial law including breach of contract cases, consumer rights, deceptive trade practices, consumer law, family law, and estate planning, She is a former auxiallary professor at Lyon College, a former professor at Emory & Henry College, and a former professor at Concordia University of Texas. Ms. King is the author of three law review articles. Her first law review article titled "While You Were Sleeping," 11 SMU Sci. & Tech. L. Rev. 291 (2008), has been incorporated in its entirety in the casebook "Cyber Crime and Digital Evidence Materials and Cases" by Prof. Thomas K. Clancy at the National Center for Justice and the Rule of Law located at the University of Mississippi School of Law. Ms. King is the author of "Abandonment: How the Texas Legislature and Family Court System Fail to Meet the Needs of Texas Children," 51 S. Tex. L. Rev. 75 (2009); and "Failure to Launch: How the Delinquent Politics and Policies of the Texas Legislature Have Failed to Remedy Texas' Antiquated Judicial System and How Voters Have Accepted the Status Quo for Far Too Long," 16 Tex. Wesleyan L. Rev. 369 (2010). Prior to entering law school, she was the senior paralegal for a boutique law firm in Fort Worth, Texas. Currently, Ms. King practices law in central Texas and is an active mentor for Southern Methodist University law students.
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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