Professional Development

Live Online

Professional Communication and Client Management Skills for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Pending 3 Total
New Mexico Paralegal Division, State Bar of Pending 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Live Online
3 hours
Michael Bragg
Elizabeth Prout Lefler
Sarah Barnes
With Michael A. Bragg from Freelance Paralegal + 2 others

Tue, Oct 27, 00:00 AM – 00:00 PM

Product ID 102536

Register For Course

Course Includes
$219

Live Webinar Registration

OnDemand Recording

Course Book Download

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

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

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

  1. Client Communication Essentials
  2. Professional Written Communication
  3. Difficult Conversations and Client Management
  4. AI-Powered Workflow and Client Follow-Up

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Related Topics

Product ID 102536

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Pending 3 Total
New Mexico Paralegal Division, State Bar of Pending 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Client Communication Essentials

    1. Setting and Managing Client Expectations
    2. Active Listening and Clarity Techniques
    3. Knowing Your Boundaries: UPL Awareness in Communication
    4. Using AI to Prepare for Client Calls: Summarizing Matter History, Drafting Talking Points

  2. Professional Written Communication

    1. Email That Gets Results: Tone, Structure, and Timing
    2. Drafting Status Updates, Memos, and Client-Facing Documents
    3. Using AI to Draft and Edit: First Drafts, Tone Adjustment, Plain-Language Reviews
    4. Proofreading and Quality Control That Actually Works

  3. Difficult Conversations and Client Management

    1. Delivering Unwelcome News With Professionalism
    2. De-Escalating Upset or Emotionally Charged Clients
    3. Setting Limits Without Damaging the Relationship
    4. Using AI to Prepare: Anticipating Client Reactions and Scripting Responses

  4. AI-Powered Workflow and Client Follow-Up

    1. The AI Tools Available to You Right Now
    2. Building a Repeatable AI-Assisted Communication Workflow
    3. Automating Routine Updates: Status Emails, Deadline Reminders, and Intake Follow-Ups
    4. Tracking Client Matters Across Channels With AI Support
    5. Reviewing AI Outputs: What to Check Before You Send
    6. 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

Michael A Bragg
Michael A.
Bragg
Freelance Paralegal
Elizabeth Prout Lefler
Elizabeth
Prout Lefler
MYC Educational Foundation
Sarah J Barnes
Sarah J.
Barnes
Voya Financial
Speaker bio
Michael A Bragg

Michael A. Bragg

Freelance Paralegal
Michael Bragg

is currently a Freelance Florida registered paralegal. He has been in the legal profession for more than 35 years and has been involved in aviation, automotive, products liability, personal injury cases, and litigation support. Mr. Bragg has recently obtained an associate's degree in digital forensics and computer investigations from St. Petersburg College and Security+ Certification from CompTIA. Mr. Bragg earned his bachelor's degree from Madonna College in Michigan in Paralegal Studies.

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Speaker bio
Elizabeth Prout Lefler

Elizabeth Prout Lefler

MYC Educational Foundation
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.

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Speaker bio
Sarah J Barnes

Sarah J. Barnes

Voya Financial
Sarah 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.

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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.
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.

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