Professional Development

Tech-Powered Case Management for Paralegals

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 Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
6 hours 1 minute
Timothy Davis
Kevin Knight
Christopher White
Alejandro Pérez
With Timothy J. Davis from Seigfreid Bingham, PC + 3 others
Recorded April 29, 2026.
Product ID 101740

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Simplify Case Management With Tools You'll Actually Use

In this timely course, our knowledgeable faculty explore technology-driven solutions for optimizing case management. Discover tech-backed tools attorneys use to create case trackers, formulate smart strategies for file archiving, and much more. Take your skills to the next level - register today!

  • Find out how to use technology to streamline client onboarding.
  • Gain tips and tricks for employing Excel and Word to track deadlines.
  • Examine best practices for harnessing technology to organize evidence.
  • Develop tech-powered strategies for optimizing workflow management.
  • Determine how to optimize case management with AI tools.

*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. Using Technology for Client Onboarding, Management, and Communication
  2. Case Organization, Trackers, and Deadlines in Microsoft Excel and Word
  3. Tech-Powered Strategies for Efficient Case Collaboration and Workflow Management
  4. Top-Notch Tips for Using Tech Tools to Organize and Track Evidence and Discovery
  5. Streamlining Case Management With Smart AI Tools
  6. Closing and Archiving Case Files: Using Digital Signatures, Automated Billing, etc.
  7. Ethical Tips for Paralegals Using Technology in Case Management

Related Topics

Product ID 101740

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 Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total

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
  • 5 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 5.0 hours 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 5.0 hours 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).

NALA Approved · 6 Total Credits
  • 4 Technology
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.0 non-substantive, 4.0 technology and 1.0 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 1.0 non-substantive, 4.0 technology and 1.0 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
  • 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

All times are shown in

  1. Using Technology for Client Onboarding, Management, and Communication

  2. Case Organization, Trackers, and Deadlines in Microsoft Excel and Word

    1. How to Create Searchable Case Logs in Google Sheets, Excel, etc.
    2. Document-Naming Conventions: Ensuring Consistency Across Your Law Firm
    3. Manual Version Control and Document Linking
    4. Top Tech Tools for Tracking Deadlines Across Multiple Cases
    5. Designing Reusable Trackers in Excel for Case Deadlines and Tasks

  3. Tech-Powered Strategies for Efficient Case Collaboration and Workflow Management

    1. Rapid-Fire Overview of MyCase, Clio, PracticePanther, and Other Tools
    2. Managing Multi-Client Cases Efficiently in Clio and Other Platforms
    3. Using Slack, Teams, or EOSOne to Collaborate on Case Updates and Approvals
    4. Automating Reminder Emails and Other Helpful Email Templates
    5. Streamlining Document Review and Monitoring Team Progress
    6. Standardizing Workflows to Eliminate Bottlenecks and Save Time
    7. Leveraging Shared Platforms and Dashboards for Case Visibility

  4. Top-Notch Tips for Using Tech Tools to Organize and Track Evidence and Discovery

  5. Streamlining Case Management With Smart AI Tools

  6. Closing and Archiving Case Files: Using Digital Signatures, Automated Billing, etc.

  7. Ethical Tips for Paralegals Using Technology in Case Management

    1. Using the Cloud and Shared Drives: Safeguarding Client Data
    2. Harnessing AI for Summarizing and Drafting: Ensuring Accuracy
    3. Ethically Balancing Diligence and Efficiency in Legal Automation
    4. Documenting Attorney Oversight When Using Tech Tools for Case Management

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Timothy J Davis
Timothy J.
Davis
Seigfreid Bingham, PC
Kevin T Knight
Kevin T.
Knight
DSK Law
Christopher M White
Christopher M.
White
EQUES Law Group
Alejandro Pérez
Alejandro
Pérez
Pierson Ferdinand LLP
Speaker bio
Timothy J Davis

Timothy J. Davis

Seigfreid Bingham, PC
Timothy Davis

is of counsel with the law firm of Seigfreid Bingham, PC. His practice has involved litigation in state and federal courts all over the country. In particular, Mr. Davis has experience with litigation in construction, breach of contract, transportation, payment disputes, insurance law, inverse condemnation, trademark and Lanham Act claims, and workers' compensation. He is admitted to practice in Missouri and Nebraska; and before the U.S. District Court, Western District of Missouri; U.S. District Court for Kansas; and the Seventh and Eighth Circuit Court of Appeals. Mr. Davis is a member of the Kansas City Metropolitan, American, Nebraska State and St. Joseph bar associations; Lawyers Association of Kansas City; and Missouri Western Legal Assistant Advisory Committee. He earned his B.A. degree from the University of Nebraska and his J.D. degree from Creighton University School of Law.

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Speaker bio
Kevin T Knight

Kevin T. Knight

DSK Law
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.

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Speaker bio
Christopher M White

Christopher M. White

EQUES Law Group
Christopher White

is the executive partner and founder of EQUES Law Group, where he leads a team dedicated to redefining how legal services are delivered. A business attorney, oil and gas lawyer, and general practitioner, Mr. White brings a rare blend of legal acumen, entrepreneurial vision, and community-focused leadership to every engagement. His approach to the practice of law is both strategic and human-centered. Mr. White believes that legal work should not only solve problems, but also unlock opportunities, helping clients, businesses, and communities thrive. From complex business transactions and real-estate development to energy and mineral law, his experience spans the industries that power Ohio's economy. Under Mr. White's leadership, EQUES has grown into an integrated network of legal, title, and consulting services, anchored by a simple philosophy: clarity, efficiency, and integrity in every client relationship. Beyond the firm, he is also the owner of The Cider Press, a local restaurant and community gathering space, and RISE Spaces, a coworking and business incubation hub that empowers professionals to grow where they're planted. A thinker and builder at heart, Mr. White continues to guide EQUES toward its mission, to elevate the practice of law into the business of delivering solutions.

 

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Speaker bio
Alejandro Pérez

Alejandro Pérez

Pierson Ferdinand LLP
Alejandro Pérez

is a partner at Pierson Ferdinand LLP. He defends employers of all sizes against discrimination, harassment, retaliation, wage and hour, wrongful termination, unfair labor practice charges, and other claims arising out of the employment relationship. Mr. Perez also represents employers in disputes involving misappropriation of trade secrets, and breaches restrictive covenants, non-compete agreements, and other contractually-based claims. He also advises and defends clients in various industries on matters involving disability access under Title III of the ADA. Mr. Perez regularly advises clients on how pending legislation and administrative rules will impact his clients and their workforces, and has experience in governmental relations. He has assisted client with international employment law issues and assisting employers with employment and labor issues that arise during mergers and acquisitions. Mr. Perez earned his B.A. degree from University of the Incarnate Word and his J.D. degree from Phoenix School of Law.

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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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