The Organized Litigation Paralegal
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 06-03-2028 |
| Delaware Certified Paralegal Program |
|
6 Total | 06-03-2027 |
| Florida Registered Paralegal |
|
6 Total | 06-03-2027 |
| Indiana Paralegal CLE |
|
6 Total | 06-03-2027 |
| NALA |
|
6 Total | 06-03-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 06-03-2028 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 06-03-2027 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 06-03-2028 |
| Ohio Certified Paralegals |
|
6 Total | 06-03-2027 |
| NFPA |
|
6 Total | 06-03-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 06-03-2028 |
| Washington Paralegal Association |
|
6 Total | 06-03-2027 |
Buy This Course
OnDemand Video
Course Book Download
or
Overview
Strategies and Systems Controlling the Chaos
Litigation paralegals manage enormous volumes of information, and small organizational gaps can lead to costly mistakes. This practical program provides proven systems for managing case files, pleadings, discovery, deadlines, and trial preparation with clarity and control. Build systems that support organization at every phase of the case - register today!
- Explore folder structure and labeling tactics for keeping litigation case files organized.
- Stay on top of pleadings, court orders, and filings across multiple cases without stress.
- Turn large volumes of discovery documents into organized, usable data.
- Manage deadlines and scheduling demands, including court-ordered deadlines and internal preparation timelines.
- Streamline recurring litigation tasks using practical checklists and repeatable workflows.
- Support your attorney by applying your organizational skills to trial preparation.
Abbreviated Agenda
- Building and Maintaining Organized Litigation Case Files
- Organization Best Practices in Trial Preparation
- Discovery Organization From Start to Finish
- Calendar and Deadline Management
- Automation and Artificial Intelligence / Project Management for Paralegals
- Pleadings and Court Filings Organization / Coordinating with Clients, Witnesses, the Court and Vendors
- Email and Communication Organization
- Checklists and SOPs That Work (With Samples)
- Paralegal Ethics
- Checklists and SOPs That Work (With Samples) - Part 2
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 06-03-2028 |
| Delaware Certified Paralegal Program |
|
6 Total | 06-03-2027 |
| Florida Registered Paralegal |
|
6 Total | 06-03-2027 |
| Indiana Paralegal CLE |
|
6 Total | 06-03-2027 |
| NALA |
|
6 Total | 06-03-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 06-03-2028 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 06-03-2027 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 06-03-2028 |
| Ohio Certified Paralegals |
|
6 Total | 06-03-2027 |
| NFPA |
|
6 Total | 06-03-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 06-03-2028 |
| Washington Paralegal Association |
|
6 Total | 06-03-2027 |
Select Jurisdiction
Paralegal
Agenda
-
Building and Maintaining Organized Litigation Case Files
- Best Practices for Digital and Physical File Organization
- Folder Structure Tips (With Sample Template)
- Naming Conventions, Labeling Tactics, and Version Control
- Case Timelines and Issue Tracking
- Leveraging Indexes, Tables, and Cross-References
-
Organization Best Practices in Trial Preparation
- Organizing Trial Notebooks: Tips and Traps
- Preparing and Organizing Exhibit and Evidence for Trial
- Witness Coordination Best Practices
-
Discovery Organization From Start to Finish
- Strategies for Organizing Discovery Folders
- Using Issue-Based Folders for Things Like Case Themes
- Managing Document Productions and Rolling Disclosures
- Discovery Tracking Charts, Production Logs, and Privilege Logs
- Organization Tactics for Streamlining Depositions
- Handling Large Volumes of ESI and Paper Discovery
-
Calendar and Deadline Management
- Calculating Deadlines (With Real-World Examples)
- Managing Court Deadlines, Discovery Cutoffs, and Trial Dates
- "Soft Deadlines" for Things Like Document Review and Expert Prep
- Color Coding and Other Calendar Organization Tactics
- Handling Last-Minute Changes
-
Automation and Artificial Intelligence / Project Management for Paralegals
- What Can and Should Be Automated?
- Helpful Technology for Streamlined Organization: CMS, DMS, and More
- Time-Saving Use Cases for AI (With Sample Prompts)
-
Pleadings and Court Filings Organization / Coordinating with Clients, Witnesses, the Court and Vendors
- Tracking Pleadings, Motions, and Court Orders Across Multiple Cases
- Maintaining Pleading Indexes and Filing Logs
- Managing E-Filing Confirmations, Corrections, and Rejected Filings
-
Email and Communication Organization
- Correspondence Logs: Tips and Tricks
- "Zero Inbox" Workflow and Other Tactics for High-Volume Inboxes
- Inbox Organization: Standardized Subject Lines, Folders, and More
- How to Avoid Missing Important Notices
-
Checklists and SOPs That Work (With Samples)
- Creating Case-Specific To-Do Lists
- Core Checklists Every Litigation Paralegal Should Use
- SOPs That Streamline Litigation Workflow
- Making Updates as Cases Evolve and Rules Change
-
Paralegal Ethics
- Avoiding the Unauthorized Practice of Law
- Confidentiality and Privilege
- Ethical Issues in Discovery
- Communicating Ethically
- Handling Uncooperative or Untruthful Clients
-
Checklists and SOPs That Work (With Samples) - Part 2
Who Should Attend
This intermediate level program is designed to provide attendees with tips and tricks for staying organized in litigation. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Ecleynne Mercy
is a highly accomplished attorney the proud owner and operator of Mercy Law P.C. She has also established Legal Upgrade, a company that offers various services and products related to legal guidance, instruction and wellness-based frameworks. The primary focus of Legal Upgrade is to assist individuals, businesses and communities in integrating wellness-based strategies into their daily legal lives and infrastructure. One of the key services provided by Legal Upgrade is an extensive workshop specifically designed to help students maximize their scores on the essay portion of the Georgia Bar Exam. Ms. Mercy has years of experience in helping repeat bar takers pass the bar, and she utilizes her expertise to provide valuable guidance and instruction to aspiring lawyers. Additionally, she oversees and directs various activities within Legal Upgrade. This includes training and supervising paralegal/support staff, conducting bar compliance reviews, providing case management training, monitoring deadlines, and performing firm audits. She conducts "Know Your Rights" seminars across the country, educating citizens about their constitutional rights when dealing with law enforcement. Additionally, Ms. Mercy serves as a legal commentator for Court TV, where she shares her insights and expertise on various legal matters. Her educational background includes a B.A. degree from Howard University and a J.D. degree from Western Michigan University Cooley Law School. Ms. Mercy holds memberships in several professional organizations, including the DeKalb Bar Association, State Bar of Georgia, Georgia Association of Black Women Attorneys, Haitian American Lawyers Association of Georgia, and Sister Care Alliance. These affiliations demonstrate her commitment to professional development, networking, and community engagement within the legal field.
Speaker bio
Laura A. Danielson
is currently the vice president of sales operations, revenue enablement, and HaystackID University at HaystackID, Inc. She has over three decades of experience and is an industry expert in the areas of complex litigation, specializing in consulting; best practices in litigation technology and support; ESI; data management; and trial advocacy for corporations and law firms. Ms. Danielson is a former litigation paralegal, project manager, published author, and frequent speaker/instructor. She has participated in over 100 trials in federal and state courts nationally, and has been on numerous winning trial teams, with her work focused on the areas of intellectual property, product liability, toxic tort, and complex litigation. In addition, Ms. Danielson has worked on mock trials, focus groups and arbitrations, and assisted counsel in preparation for mediations. She holds a bachelor's degree in political science and an associate degree in paralegal studies. Ms. Danielson holds the following certifications: Certified Records Manager (CRM), Project Management Professional (PMP) Six Sigma-Green Belt, and Six Sigma-White Belt. She is a member of the Project Management Institute (PMI), Association of Records Managers and Administrators (ARMA), Six Sigma, and Women in E-Discovery (WiE), where she is past board member of the national leadership team for WiE. Ms. Danielson was a 2024 Finalist for the Stellar Women Relativity Innovation Award and is a winner of the Monica Bay Legacy Award - Tech Law Awards 2026.
Speaker bio
Matthew T. May
is an attorney with Rosenblum & Reisman, Attorneys at Law, where he practices in the areas of personal injury, medical malpractice, wrongful death, car accident cases, trucking accidents, civil rights, and criminal defense. Mr. May earned his J.D. degree, magna cum laude, from the University of Memphis, Cecil C. Humphreys School of Law. He is a member of the Memphis and Tennessee bar associations.
Speaker bio
Andrea Holley
received her paralegal degree in 1992 from State Technical Institute at Memphis. She has worked as a litigation paralegal in Memphis since 1993, with her focus since 2009 on medical malpractice matters. Ms. Holley served on the board of the Memphis Paralegal Alliance for five years, and served as president for two years. She is currently a member of the Tennessee Paralegal Association. Ms. Holley has also been a guest lecturer for paralegal students at Southwest Tennessee Community College and The University of Memphis.
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.
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