Labor & Employment

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Employment Litigation for Paralegals: A Checklist and Forms-Focused Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Pending 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online
6 hours
Ralph Smith
Anafrancesca Comunale
Kyra Bradley
Paul Kinne
Casey Erick
With Ralph R. Smith III from Capehart & Scatchard, P.A. + 4 others

Tue, Nov 17, 00:00 AM – 00:00 PM

Product ID 102636

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Course Includes
$319

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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

  1. Intake, Early Case Assessment, and Investigation Checklists
  2. EEOC Charge and Administrative Agency Coordination: Sample Checklists and Letters
  3. Pleadings and Case Management Resources
  4. Discovery and Electronic Evidence in Employment Cases
  5. AI-Assisted Paralegal Workflows and Prompts
  6. Employment Records and HR Evidence Management
  7. The Big 6: Claim-Specific Issues, Evidence, Forms, and Discovery Checklists
  8. Damages, Demands, and Settlement Support
  9. Summary Judgment Motions and Trial Preparation Resources

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102636

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Pending 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Intake, Early Case Assessment, and Investigation Checklists

    1. Client Intake - Checklist and Questionnaire
    2. Preliminary Case Evaluation Support Worksheet
    3. Document Collection, Preservation Checklist, and Litigation Hold Notice
    4. Witness Information and Interview Log

  2. EEOC Charge and Administrative Agency Coordination: Sample Checklists and Letters

    1. Administrative Exhaustion Checklist
    2. EEOC Charge Drafting
    3. Position Statement Response Tracking
    4. State Agency Interplay
    5. EEOC Mediation and Conciliation Support Checklist
    6. Right-to-Sue Letter Tracking

  3. Pleadings and Case Management Resources

    1. Complaint Drafting
    2. Summons and Service of Process Checklist
    3. Answers, Affirmative Defenses, and Counterclaims
    4. File Organization and Naming Conventions
    5. Deadline and Docket Management: Calendaring Critical Dates
    6. Statute of Limitations / Deadlines Reference
    7. Case Status Reporting Templates

  4. Discovery and Electronic Evidence in Employment Cases

    1. Interrogatory Drafting Tips and Checklist
    2. Request for Production Master List
    3. Requests for Admission Template
    4. Privilege Log Template and Best Practices
    5. ESI Preservation and Collection Checklist: Email, Slack, Teams, Phone, and Social Media Evidence
    6. Third-Party Subpoenas: Sample Language
    7. Deposition Preparation Checklist

  5. AI-Assisted Paralegal Workflows and Prompts

    1. EEOC Charge Drafting From Intake Notes
    2. Using AI to Draft and Refine Employment Litigation Documents
    3. AI-Assisted Document Review
    4. Legal Research
    5. Timeline and Chronology Building

  6. Employment Records and HR Evidence Management

    1. Personnel Files
    2. HRIS Data
    3. Payroll Records
    4. Internal Investigations
    5. Performance Reviews
    6. Comparator Employee Data
    7. Workplace Policies and Handbooks

  7. The Big 6: Claim-Specific Issues, Evidence, Forms, and Discovery Checklists

    1. Retaliation Cases
    2. Wrongful Termination Cases
    3. Discrimination Cases
    4. FLSA/Wage and Hour Cases
    5. Disability Accommodation (ADA/FMLA) Cases
    6. Harassment and Hostile Work Environment Cases

  8. Damages, Demands, and Settlement Support

    1. Back Pay Calculation Worksheet
    2. Front Pay Damages Support Worksheet
    3. Emotional Distress Documentation Checklist
    4. Mitigation of Damages Tracker
    5. Benefits Loss Calculation Worksheet
    6. Job Search Documentation Log
    7. Medical Records Request Tracker
    8. Demand Letters
    9. Mediation Preparation and Support Checklist
    10. Settlement Agreement Review Checklist

  9. Summary Judgment Motions and Trial Preparation Resources

    1. Summary Judgment Support
    2. Trial Notebook Organization Template
    3. Exhibit Checklists
    4. Witness and Subpoena Tracking
    5. 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

Ralph R Smith III
Ralph R.
Smith, III
Capehart & Scatchard, P.A.
Anafrancesca Y Comunale
Anafrancesca Y.
Comunale
Gordon Rees Scully Mansukhani LLP
Kyra G Bradley
Kyra G.
Bradley
Archer & Greiner, P.C.
Paul A Kinne
Paul A.
Kinne
Gingras, Thomsen & Wachs, LLP
Casey S Erick
Casey S.
Erick
Lewis Brisbois Bisgaard & Smith LLP
Speaker bio
Ralph R Smith III

Ralph R. Smith, III

Capehart & Scatchard, P.A.
Ralph Smith

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.

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Speaker bio
Anafrancesca Y Comunale

Anafrancesca Y. Comunale

Gordon Rees Scully Mansukhani LLP
Anafrancesca 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.

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Speaker bio
Kyra G Bradley

Kyra G. Bradley

Archer & Greiner, P.C.
Kyra 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.

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Speaker bio
Paul A Kinne

Paul A. Kinne

Gingras, Thomsen & Wachs, LLP
Paul 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.

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Speaker bio
Casey S Erick

Casey S. Erick

Lewis Brisbois Bisgaard & Smith LLP
Casey 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.

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