Employment Litigation for Paralegals: A Checklist and Forms-Focused Guide
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 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Tue, Nov 17, 00:00 AM – 00:00 PM
Tue, Nov 17, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Checklists, Templates, and Worksheets That Will Serve You for Decades
The best employment litigation paralegals don't just keep up: they keep cases on track, attorneys informed, and nothing falling through the cracks. Getting there requires more than experience - it requires the right systems.
This comprehensive program is built around practical, ready-to-deploy tools that bring structure and confidence to every stage of employment litigation. From the first client intake through discovery, damages calculation, and trial preparation, you'll walk away with dozens of checklists, templates, and worksheets you can put to work immediately. Plus, an AI module will show you how to use today's most powerful tools to draft documents, review records, and build chronologies in a fraction of the time. Register today!
- Hit the ground running on every new matter with a complete client intake checklist.
- Never miss a filing window or administrative step - get checklists and sample letters covering the full EEOC process.
- Take control of discovery from day one with model requests and checklists.
- Work faster and smarter with ready-to-use AI prompt strategies.
- Get claim-specific checklists and discovery roadmaps for the six most common employment claims.
- Own the trial prep process - from organizing the trial notebook and tracking witnesses to managing exhibits
*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
- Intake, Early Case Assessment, and Investigation Checklists
- EEOC Charge and Administrative Agency Coordination: Sample Checklists and Letters
- Pleadings and Case Management Resources
- Discovery and Electronic Evidence in Employment Cases
- AI-Assisted Paralegal Workflows and Prompts
- Employment Records and HR Evidence Management
- The Big 6: Claim-Specific Issues, Evidence, Forms, and Discovery Checklists
- Damages, Demands, and Settlement Support
- Summary Judgment Motions and Trial Preparation Resources
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 |
|
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 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
Live - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
Live - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 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 · 6 Total Credits
Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 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 · 6 Total Credits
Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 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 · 6 Total Credits
Live - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.25 substantive, 0.75 non-substantive and 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 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 · 6 Total Credits
Live - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 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 · 6 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general and 0.0 ethics (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 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 · 6 Total Credits
Live - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 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 · 6 Total Credits
Live - Washington Paralegal Association - 6: Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.25 substantive, 0.75 non-substantive and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.25 substantive, 0.75 non-substantive and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 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 - 6: This course has been approved for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 6: 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 6.0 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 · 6 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Intake, Early Case Assessment, and Investigation Checklists
- Client Intake - Checklist and Questionnaire
- Preliminary Case Evaluation Support Worksheet
- Document Collection, Preservation Checklist, and Litigation Hold Notice
- Witness Information and Interview Log
-
EEOC Charge and Administrative Agency Coordination: Sample Checklists and Letters
- Administrative Exhaustion Checklist
- EEOC Charge Drafting
- Position Statement Response Tracking
- State Agency Interplay
- EEOC Mediation and Conciliation Support Checklist
- Right-to-Sue Letter Tracking
-
Pleadings and Case Management Resources
- Complaint Drafting
- Summons and Service of Process Checklist
- Answers, Affirmative Defenses, and Counterclaims
- File Organization and Naming Conventions
- Deadline and Docket Management: Calendaring Critical Dates
- Statute of Limitations / Deadlines Reference
- Case Status Reporting Templates
-
Discovery and Electronic Evidence in Employment Cases
- Interrogatory Drafting Tips and Checklist
- Request for Production Master List
- Requests for Admission Template
- Privilege Log Template and Best Practices
- ESI Preservation and Collection Checklist: Email, Slack, Teams, Phone, and Social Media Evidence
- Third-Party Subpoenas: Sample Language
- Deposition Preparation Checklist
-
AI-Assisted Paralegal Workflows and Prompts
- EEOC Charge Drafting From Intake Notes
- Using AI to Draft and Refine Employment Litigation Documents
- AI-Assisted Document Review
- Legal Research
- Timeline and Chronology Building
-
Employment Records and HR Evidence Management
- Personnel Files
- HRIS Data
- Payroll Records
- Internal Investigations
- Performance Reviews
- Comparator Employee Data
- Workplace Policies and Handbooks
-
The Big 6: Claim-Specific Issues, Evidence, Forms, and Discovery Checklists
- Retaliation Cases
- Wrongful Termination Cases
- Discrimination Cases
- FLSA/Wage and Hour Cases
- Disability Accommodation (ADA/FMLA) Cases
- Harassment and Hostile Work Environment Cases
-
Damages, Demands, and Settlement Support
- Back Pay Calculation Worksheet
- Front Pay Damages Support Worksheet
- Emotional Distress Documentation Checklist
- Mitigation of Damages Tracker
- Benefits Loss Calculation Worksheet
- Job Search Documentation Log
- Medical Records Request Tracker
- Demand Letters
- Mediation Preparation and Support Checklist
- Settlement Agreement Review Checklist
-
Summary Judgment Motions and Trial Preparation Resources
- Summary Judgment Support
- Trial Notebook Organization Template
- Exhibit Checklists
- Witness and Subpoena Tracking
- Trial-Day Support Resources
Who Should Attend
This intermediate level course is designed to provide attendees with sample documents, checklists, and other resources for employment cases. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Ralph R. Smith, III
is a shareholder and co-chair of the labor and employment group of Capehart & Scatchard, P.A. He focuses his practice in employment litigation and preventative employment practices, including counseling employers on the creation of employment policies, non-compete and trade secret agreements, and training employers to avoid employment-related litigation. Mr. Smith represents both companies and individuals in related complex commercial litigation before federal state courts and administrative agencies in labor and employment cases; including race, gender, age, national origin, disability and workplace harassment and discrimination matters, wage-and-hour disputes, restrictive covenants, grievances, arbitrations, drug testing, and employment-related contract issues. He earned his B.A. degree, magna cum laude, from Temple University and his J.D. degree, cum laude, from Temple University School of Law. Mr. Smith is admitted to practice in New Jersey and Pennsylvania.
Speaker bio
Anafrancesca Y. Comunale
is senior counsel with Gordon Rees Scully Mansukhani LLP's San Diego Office. She is a member of the firm's employment practice group. Prior to joining GRSM, Ms. Comunale's practice focused primarily on civil matters involving business litigation, consumer class actions, landlord/tenant disputes, compliance regulation, and intellectual property defense. Adjacent to her litigation career, she has served as a court-certified and community mediator in San Diego since 2017, mediating hundreds of cases to resolution. Ms. Comunale believes the skills she uses to guide parties through a mediation complement her in the courtroom as an advocate for employers and their companies. While in law school, she clerked for the Office of the Attorney General in the Business and Tax Division. Ms. Comunale also interned at the University of San Diego School of Law's Veterans Legal Clinic, where she drafted disability appeals and discharge upgrade requests on behalf of veterans appearing before the Board for Correction of Naval Records and the Discharge Review Board. She earned her B.A. degree from University of California San Diego, her M.B.A. degree from Creighton University and her J.D. degree from University of San Diego School of Law.
Speaker bio
Kyra G. Bradley
is an attorney in the Voorhees, New Jersey office of Archer & Greiner, P.C. She assists employers in all aspects of labor and employment law, including issues, such as employee discipline and termination, reasonable accommodations, leave entitlements, wage and hour issues, and human resource policies and handbooks. Ms. Bradley conducts internal employment investigations on behalf of clients, makes recommendations, and prepares employer responses to administrative charges, including charges before the Equal Employment Opportunity Commission. She also assists in defending employers in cases alleging violations of Title VII of the Civil Rights Act, Americans with Disabilities Act (ADA), Age Discrimination in Employment Act (ADEA), and Family and Medical Leave Act (FMLA), among others. Ms. Bradley earned her B.A. degree from Villanova University, her M.S. degree from the University of Pennsylvania and her J.D. degree from Villanova University.
Speaker bio
Paul A. Kinne
is a partner with the Madison law firm of Gingras, Thomsen & Wachs, LLP, where he practices in employment law, civil rights, professional malpractice, personal injury, products liability and lender liability. Mr. Kinne earned his B.A. degree from the University of Wisconsin - Madison and his J.D. degree from the University of Wisconsin Law School. He is a member of the State Bar of Wisconsin, Dane County Bar Association, Wisconsin Association for Justice (chair, Civil Rights Committee) and American Bar Association.
Speaker bio
Casey S. Erick
is a partner with Lewis Brisbois Bisgaard & Smith LLP and a member of the labor and employment practice. He focuses on commercial litigation and employment law. Mr. Erick has represented clients in both litigation and transactional matters that span across commercial law, labor and employment, real estate, consumer protection, and general litigation; including, but not limited to breach of contract, corporate trade secret theft, tortious interference, defamation, personal injury, fraud, and various other kinds of civil litigation. He is a member of the State Bar of Texas and Dallas Bar Association, and is board-certified in civil trial law. Mr. Erick earned his B.A. degree, cum laude, from the University of Mississippi and his J.D. degree from Baylor 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.
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