Agenda

1. Drafting Pleadings and Motions

   1. Initial Set Up of the File
   2. Pre-Claim Investigation, Legal Research Tips
   3. Preparing Pleadings
   4. Your Guide to Pretrial Motions
   5. Formatting Documents in Microsoft Word
   6. E-Filing

2. Calendaring Hearings and Deadlines, Organizing Case Files, and Other Case Management Tips

   1. Calculating Deadlines
   2. Creating an Effective Calendaring System
   3. File/Document Management and Organization
   4. Managing Correspondence With Clients, Witnesses, Vendors, Opposing Party, and the Court

3. Discovery Part 1: Requests and Depositions

   1. Public Records Requests
   2. Drafting Discovery Requests: Interrogatories, Production Requests, RFAs
   3. Drafting, Issuing, and Serving Subpoenas
   4. Sifting Through "Document Dump"
   5. Deposition Notice and Subpoena
   6. Creating Deposition Summaries

4. Discovery Part 2: Responses and Document Production

   1. Initial Disclosures
   2. Discovery Objections
   3. Assisting Clients With Responses
   4. Document Review, Redaction, and Production
   5. Responding to Subpoenas
   6. Keeping Discovery Logs

5. Preparing and Organizing Exhibits, Briefs, Trial Notebooks, and More

   1. Trial Prep: What You Should be Doing and When
   2. Preparing Exhibits and Evidence for Trial
   3. Brief Drafting Tips
   4. Creating and Organizing Trial Notebooks
   5. Exhibit and Witness Lists
   6. Preparing Clients and Witnesses

6. The Paralegal's Role at Trial

   1. What to Do Before You Set Foot in Court
   2. Courtroom Protocol
   3. Notetaking During Trial: What You Should Note and Tools to Use
   4. Coordinating Exhibits, Witnesses, Clients, and More During Trial
   5. Creative Ways to Help Your Attorney

7. Paralegal Ethics: Unauthorized Practice of Law, Confidentiality, and More

   1. Avoiding UPL
   2. Communicating Ethically
   3. Ethical Issues in Discovery
   4. Preserving Confidentiality and Privilege
   5. Reporting Attorney or Client Misconduct