Professional Development

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The Productive Paralegal: Time Management Strategies 2026

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Pending 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online + OnDemand
6 hours
Kerie Trindle Byrne
Aaron Paker
Christi Salazar
With Kerie S. Trindle Byrne from Warner Angle Hallam Jackson & Formanek PLC + 2 others

Tue, Mar 31, 00:00 AM – 00:00 PM

Product ID 101661

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

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


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

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

  1. Routines and Habits That Optimize Workflow
  2. Task Prioritization and Time-Management Tactics
  3. Time-Saving Tech: Useful Applications for Paralegals
  4. Organizing and Maintaining Case Files and Documents
  5. Deadlines and Calendaring: Tips and Tricks
  6. Legal Ethics for Paralegals
Product ID 101661

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Pending 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Routines and Habits That Optimize Workflow

    1. Creating a Daily and Weekly Plan
    2. Crafting Templates and Checklists for Routine Work
    3. Automating Repetitive or Tedious Tasks
    4. The Benefits of Taking Breaks
    5. Keeping Your Inbox Manageable
  2. Task Prioritization and Time-Management Tactics

    1. Urgent vs. Important Tasks: Proper Prioritization Tips
    2. Juggling Last-Minute Requests With Countless Other Duties
    3. Time Blocking and Task Batching
    4. Staying Focused: Reducing Multitasking and Context Switching
    5. Identifying and Minimizing Distractions
  3. Time-Saving Tech: Useful Applications for Paralegals

    1. Getting the Most Out of Microsoft Outlook or Gmail
    2. Collaborative Platforms and File-Sharing Tools
    3. Case Management and Time-Tracking Software
    4. What AI Can Do For You: Tools, Tips, and Traps
  4. Organizing and Maintaining Case Files and Documents

    1. Best Practices for Digital and Physical File Organization
    2. Effective Labeling Tactics
    3. Version Control: Avoiding Duplication and Confusion
    4. Leveraging Indexes, Tables, and Cross-References
  5. Deadlines and Calendaring: Tips and Tricks

    1. Tracking Deadlines and Monitoring Progress
    2. Setting Reminders, Alerts, and Recurring Tasks
    3. Keeping Shared Calendars Updated
    4. Effective Calendaring Strategies
  6. Legal Ethics for Paralegals

    1. Ethical Communication Best Practices
    2. Avoiding Unauthorized Practice of Law
    3. Client Confidentiality and Privilege
    4. 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

Kerie S Trindle Byrne
Kerie S.
Trindle Byrne
Warner Angle Hallam Jackson & Formanek PLC
Aaron D Paker
Aaron D.
Paker
Life Point Law
Christi Salazar
Christi
Salazar
UT Health San Antonio
Speaker bio
Kerie S Trindle Byrne

Kerie S. Trindle Byrne

Warner Angle Hallam Jackson & Formanek PLC
Kerie 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 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

Aaron D. Paker

Life Point Law
Aaron 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
Christi Salazar

Christi Salazar

UT Health San Antonio
Christi Salazar

is a Senior Paralegal at the University of Texas Health Science Center in San Antonio. Her prior experience has included varied litigation matters at large and small firms and on behalf of plaintiff's and defendants. Ms. Salazar has handled all phases of tort, contract, and real estate-related lawsuits and has an understanding of both the business and human elements of legal disputes. She has also successfully managed and assisted in thousands of legal engagements involving pre-suit defense, insurance defense, professional Licensure defense, construction, personal injury and general counsel work. Ms. Salazar also leveraged her experience into seven years of service as an office manager for a local law firm focused on real estate and water utility law. She is unrelenting in her background investigation, and her research has led to court dismissals of opposing parties' claims on more than one occasion. 

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.

Have more questions? Please Contact Us