Professional Communication and Client Management Skills for Paralegals
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Tue, Oct 27, 00:00 AM – 00:00 PM
Tue, Oct 27, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Fewer Misunderstandings, Faster Responses, and Happier Clients
Paralegals are the communication backbone of every law firm. And yet most receive little formal training on how to manage complex client interactions, deliver difficult news, or leverage AI tools to do it all more efficiently. This practical course gives you proven frameworks for managing client expectations, drafting clear written communications, handling difficult conversations, and integrating AI tools into your daily workflow - without sacrificing accuracy or judgment. You'll leave with skills you can apply the next day. Register today!
- Set clear client expectations from day one and reduce misunderstandings before they start.
- Write tighter emails and memos that get read and acted on.
- Deliver bad news and handle difficult clients without losing the relationship.
- Use AI tools to draft, summarize, and follow up on communications in a fraction of the time.
- Build follow-up systems that keep matters moving and clients informed.
*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
- Client Communication Essentials
- Professional Written Communication
- Difficult Conversations and Client Management
- AI-Powered Workflow and Client Follow-Up
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Live - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Live - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
Live - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Live - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
Live - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 non-substantive hours, including 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Live - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of paralegal CLE credit, including 0.0 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 · 3 Total Credits
Live - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Live - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Live - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
Live - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 3 Total Credits
Live - Washington Paralegal Association - 3: Approved for 3.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics 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 - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 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 - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
Earn Until
OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 non-substantive hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 non-substantive hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 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 - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 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 · 3 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 3: 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 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Earn Until
OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 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 - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 3 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Client Communication Essentials
- Setting and Managing Client Expectations
- Active Listening and Clarity Techniques
- Knowing Your Boundaries: UPL Awareness in Communication
- Using AI to Prepare for Client Calls: Summarizing Matter History, Drafting Talking Points
-
Professional Written Communication
- Email That Gets Results: Tone, Structure, and Timing
- Drafting Status Updates, Memos, and Client-Facing Documents
- Using AI to Draft and Edit: First Drafts, Tone Adjustment, Plain-Language Reviews
- Proofreading and Quality Control That Actually Works
-
Difficult Conversations and Client Management
- Delivering Unwelcome News With Professionalism
- De-Escalating Upset or Emotionally Charged Clients
- Setting Limits Without Damaging the Relationship
- Using AI to Prepare: Anticipating Client Reactions and Scripting Responses
-
AI-Powered Workflow and Client Follow-Up
- The AI Tools Available to You Right Now
- Building a Repeatable AI-Assisted Communication Workflow
- Automating Routine Updates: Status Emails, Deadline Reminders, and Intake Follow-Ups
- Tracking Client Matters Across Channels With AI Support
- Reviewing AI Outputs: What to Check Before You Send
- Putting It Together: A Day-in-the-Life Walkthrough
Who Should Attend
This basic level course is designed provide practical, real-world training for managing client communications. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Elizabeth Prout Lefler
is an independent compliance consultant and attorney. She serves on two Boards of Directors (one as chair), and is an owner of a product development company. Ms. Lefler served for 13 years as managing director, compliance for global investment banks, and ultimately as chief compliance & AML Officer of KeyBanc Capital Markets. Previously, she held positions as senior counsel with the U.S. SEC, legal advisor to Commissioner Isaac C. Hunt, and associate with Morgan Lewis & Bockius. Ms. Lefler has served as chair of FINRA's Market Regulation Committee, as FINRA Panelist (i.e., judge) in enforcement actions, and as an expert witness on securities legal matters. Ms. Lefler earned her J.D. degree from George Mason University School of Law and her B.A. degree from Bates College. She is licensed to practice law in Florida and Virginia. Ms. Lefler has held various financial licenses, including NYSE Series 14 (chief compliance officer), FINRA (supervisory principal), and deemed "Fit & Proper" to serve as chief compliance & AML officer of an Irish Bank. Ms. Lefler is also a certified U.S. sailing judge.
Speaker bio
Sarah J. Barnes
is an attorney and legal counsel with Voya Financial, where she handles all levels of trust and estate administration matters. She was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as adjunct faculty at the University of Wisconsin-Madison and Marquette University Law School. She is admitted to practice in the state of Wisconsin.
Speaker bio
Kerrianne A. Donovan
is a licensed title agent for Pennsylvania and West Virginia for the law firm of Bowles Rice LLP in its Canonsburg, Pennsylvania (Southpointe) office. She has broad experience in the sale and acquisition of real property that involves residential, commercial and industrial properties; new developments; vacant land and subdivisions and like-kind exchanges; including title examination, clearing title, corporate due diligence, closing and settlement. Ms. Donovan specializes in new construction transactions and Pennsylvania property tax analysis, including interim taxes. She routinely handles title insurance for transactions in Pennsylvania and West Virginia, and collaborates with national and regional developers, builders and lenders. She is on the Education Commitment for the Pennsylvania Land Title Association. Ms. Donovan earned her associate degree from Douglas School of Business and a certificate in paralegal studies from Boston University-Metropolitan College.
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.
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.
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