Tech-Powered Case Management 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, Apr 29, 00:00 AM – 00:00 PM
Wed, Apr 29, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
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
- Using Technology for Client Onboarding, Management, and Communication
- Case Organization, Trackers, and Deadlines in Microsoft Excel and Word
- Top-Notch Tips for Using Tech Tools to Organize and Track Evidence and Discovery
- Tech-Powered Strategies for Efficient Case Collaboration and Workflow Management
- Streamlining Case Management With Smart AI Tools
- Closing and Archiving Case Files: Using Digital Signatures, Automated Billing, etc.
- Ethical Tips for Paralegals Using Technology in Case Management
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
-
Using Technology for Client Onboarding, Management, and Communication
-
Case Organization, Trackers, and Deadlines in Microsoft Excel and Word
- How to Create Searchable Case Logs in Google Sheets, Excel, etc.
- Document-Naming Conventions: Ensuring Consistency Across Your Law Firm
- Manual Version Control and Document Linking
- Top Tech Tools for Tracking Deadlines Across Multiple Cases
- Designing Reusable Trackers in Excel for Case Deadlines and Tasks
-
Top-Notch Tips for Using Tech Tools to Organize and Track Evidence and Discovery
-
Tech-Powered Strategies for Efficient Case Collaboration and Workflow Management
- Rapid-Fire Overview of MyCase, Clio, PracticePanther, and Other Tools
- Managing Multi-Client Cases Efficiently in Clio and Other Platforms
- Using Slack, Teams, or EOSOne to Collaborate on Case Updates and Approvals
- Automating Reminder Emails and Other Helpful Email Templates
- Streamlining Document Review and Monitoring Team Progress
- Standardizing Workflows to Eliminate Bottlenecks and Save Time
- Leveraging Shared Platforms and Dashboards for Case Visibility
-
Streamlining Case Management With Smart AI Tools
-
Closing and Archiving Case Files: Using Digital Signatures, Automated Billing, etc.
-
Ethical Tips for Paralegals Using Technology in Case Management
- Using the Cloud and Shared Drives: Safeguarding Client Data
- Harnessing AI for Summarizing and Drafting: Ensuring Accuracy
- Ethically Balancing Diligence and Efficiency in Legal Automation
- Documenting Attorney Oversight When Using Tech Tools for Case Management
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Timothy J. 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.
Speaker bio
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
Christopher M. 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.
Speaker bio
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.
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.
Course reference materials are included with each course purchase in a downloadable PDF format.
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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.
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.
Have more questions? Please Contact Us