Civil Litigation & Trial Skills

Live Online

The Complete Records Request Playbook for Paralegals

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
Laura Danielson
Ecleynne Mercy
Larry Peters
With Laura A. Danielson from HaystackID, Inc. + 2 others

Tue, Dec 08, 00:00 AM – 00:00 PM

Product ID 102811

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

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

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

Overview

Make Sure Your Next Request Goes Out Faster and Comes Back Complete

Record requests are the backbone of legal preparation and one of the biggest time drains paralegals face. Tracking down medical records, navigating FOIA bureaucracy, fighting improper denials, and deciphering digital evidence rules can eat up hours that should be spent on actual case work. Worse, missing a key record - or getting it too late - can compromise outcomes.

This program gives you practical, step-by-step guidance to request virtually any record. You will learn exactly who holds records, how to ask for them, and what to do when custodians push back. Confidently get the records your attorney needs - register today!

  • Receive step-by-step guidance on requesting medical, financial, employment, electronic, and government records - all in one program.
  • Get the right records the first time - without the back-and-forth, delays, and dead ends.
  • Learn the fastest path to every major record type, from medical files to cryptocurrency accounts.
  • Protect case outcomes by making sure no critical record gets missed, delayed, or overlooked.
  • Handle improper denials and custodian pushback with confidence.
  • Walk away with ready-to-use checklists, templates, and subpoena language organized by record type and case category.

Abbreviated Agenda

  1. Medical and Mental Health Records: Who Has It, What to Request, and How to Get It
  2. Phone, Social Media, and Email: How to Request Communications Records
  3. Employment and Workplace Records: How to Access Files, Fight Denials, and Fill Gaps
  4. Financial and Income Records: Access Shortcuts and Subpoena Strategies
  5. AI Records, Cloud Storage, and Other ESI: Emerging Sources and How to Access Them
  6. Business Records: From Public Filings to Records Companies Won't Volunteer
  7. Government Records and FOIA: Finding What's Public and Forcing What Isn't
  8. Education, Military, Immigration, and Insurance Records: How to Get Them

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.

Related Topics

Product ID 102811

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. Medical and Mental Health Records: Who Has It, What to Request, and How to Get It

    1. Medical Records
    2. EMS/Ambulance Records
    3. Radiology and Imaging Records
    4. Pharmacy and Prescription Records
    5. Mental Health and Therapy Records
    6. Medical Billing and Insurance Records
    7. Expert and Treating Physician Records
    8. Autopsy and Coroner Records
    9. Authorization Forms and Subpoena Language

  2. Phone, Social Media, and Email: How to Request Communications Records

    1. Smartphone Records: Call Logs, Text Messages, and Carrier Subpoena Tips
    2. Social Media Records: Platform-Specific Subpoena Processes (Meta, X, TikTok, Snapchat)
    3. Communications/Messaging Apps
    4. Email Provider Records
    5. Authorization Forms and Subpoena Language

  3. Employment and Workplace Records: How to Access Files, Fight Denials, and Fill Gaps

    1. Employment and Personnel Files
    2. Wage and Payroll Records
    3. Workers' Compensation Claim Files
    4. Agency Investigation Records (EEOC, DOL, NLRB)
    5. Unemployment Compensation Records
    6. Social Security Administration Records
    7. Consent-Based Release and Subpoena Language

  4. Financial and Income Records: Access Shortcuts and Subpoena Strategies

    1. Bank Statements, Credit Card Records, Loan Files, and Mortgage Documents
    2. Investment and Retirement Accounts
    3. Digital Assets and Cryptocurrency Records (Blockchain Evidence and Exchange Subpoenas)
    4. Income Verification Documents (Pay Stubs, W-2s, 1099s, Tax Returns, etc.)
    5. Consumer and Subscription Records

  5. AI Records, Cloud Storage, and Other ESI: Emerging Sources and How to Access Them

    1. AI Inputs and Outputs
    2. Cloud Storage Records (iCloud, Google Drive, Dropbox, and OneDrive)
    3. Device Location Data: GPS, Cell Tower Records, and Geofence Warrants
    4. Smart Device and IoT Records: Wearables, Smart Home Devices
    5. Vehicle Telematics and EDR (Black Box) Data

  6. Business Records: From Public Filings to Records Companies Won't Volunteer

    1. Publicly-Available Records: Secretary of State Filings, UCC Liens, Business Licenses
    2. Corporate/LLC/Partnership Records
    3. Contracts and Commercial Agreements
    4. Franchise and Regulatory Filing Records
    5. Business Tax Records and Financial Statements
    6. Other Business Records: Payroll Records, Customer Records, Vendor Records, Internal Emails and Policies, etc.
    7. Authorization Forms and Subpoena Language

  7. Government Records and FOIA: Finding What's Public and Forcing What Isn't

    1. Court and Litigation Records (Civil, Bankruptcy, Probate, Family)
    2. Criminal History, Parole and Probation Records
    3. Law Enforcement Records
    4. 911 Call Recordings and Dispatch Logs
    5. DMV and Vehicle Records
    6. Property Records (Deeds, Titles, Liens, Judgments, etc.)
    7. Vital Records (Birth, Death, Marriage, and Divorce)
    8. Navigating Specialized Agencies and Unique Request Processes

  8. Education, Military, Immigration, and Insurance Records: How to Get Them

    1. Educational Records
    2. Military Records
    3. Immigration Records
    4. Insurance Records (Auto, Homeowners and Commercial, Disability and Life Insurance, Claim Handling Records)

Who Should Attend

This intermediate level course is designed to provide attendees with tips and tricks for obtaining different types of records. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Laura A Danielson
Laura A.
Danielson
HaystackID, Inc.
Ecleynne Mercy
Ecleynne
Mercy
Mercy Law P.C.
Larry A Peters
Larry A.
Peters
Larry A. Peters Forensic Handwriting
Speaker bio
Laura A Danielson

Laura A. Danielson

HaystackID, Inc.
Laura Danielson

is currently the vice president of sales operations, revenue enablement, and HaystackID University at HaystackID, Inc. She has over three decades of experience and is an industry expert in the areas of complex litigation, specializing in consulting; best practices in litigation technology and support; ESI; data management; and trial advocacy for corporations and law firms. Ms. Danielson is a former litigation paralegal, project manager, published author, and frequent speaker/instructor. She has participated in over 100 trials in federal and state courts nationally, and has been on numerous winning trial teams, with her work focused on the areas of intellectual property, product liability, toxic tort, and complex litigation. In addition, Ms. Danielson has worked on mock trials, focus groups and arbitrations, and assisted counsel in preparation for mediations. She holds a bachelor's degree in political science and an associate degree in paralegal studies. Ms. Danielson holds the following certifications: Certified Records Manager (CRM), Project Management Professional (PMP) Six Sigma-Green Belt, and Six Sigma-White Belt. She is a member of the Project Management Institute (PMI), Association of Records Managers and Administrators (ARMA), Six Sigma, and Women in E-Discovery (WiE), where she is past board member of the national leadership team for WiE. Ms. Danielson was a 2024 Finalist for the Stellar Women Relativity Innovation Award and is a winner of the Monica Bay Legacy Award - Tech Law Awards 2026.

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Speaker bio
Ecleynne Mercy

Ecleynne Mercy

Mercy Law P.C.
Ecleynne Mercy

is a highly accomplished attorney the proud owner and operator of Mercy Law P.C. She has also established Legal Upgrade, a company that offers various services and products related to legal guidance, instruction and wellness-based frameworks. The primary focus of Legal Upgrade is to assist individuals, businesses and communities in integrating wellness-based strategies into their daily legal lives and infrastructure. One of the key services provided by Legal Upgrade is an extensive workshop specifically designed to help students maximize their scores on the essay portion of the Georgia Bar Exam. Ms. Mercy has years of experience in helping repeat bar takers pass the bar, and she utilizes her expertise to provide valuable guidance and instruction to aspiring lawyers. Additionally, she oversees and directs various activities within Legal Upgrade. This includes training and supervising paralegal/support staff, conducting bar compliance reviews, providing case management training, monitoring deadlines, and performing firm audits. Ms. Mercy offers staff training programs in areas such as PI case management, family law case management, criminal defense case management, bar compliance, and system assessments. Furthermore, she conducts attorney trainings on a range of legal topics, including bar compliance, family law, criminal defense, general civil litigation, automobile and motorcycle accidents, slip and falls, dog bites, pedestrian impact cases, premises liability cases, and negligent security cases. Ms. Mercy's expertise in these areas allows her to provide comprehensive and specialized training to attorneys and law students. She is also actively involved in promoting legal awareness and civil rights. Ms. Mercy trains attorneys and law students to become legal observers, enabling them to monitor legal proceedings and ensure fairness. She conducts "Know Your Rights" seminars across the country, educating citizens about their constitutional rights when dealing with law enforcement. Additionally, Ms. Mercy serves as a legal commentator for Court TV, where she shares her insights and expertise on various legal matters. Her educational background includes a B.A. degree from Howard University and a J.D. degree from Western Michigan University Cooley Law School. Ms. Mercy holds memberships in several professional organizations, including the DeKalb Bar Association, State Bar of Georgia, Georgia Association of Black Women Attorneys, Haitian American Lawyers Association of Georgia, and Sister Care Alliance. These affiliations demonstrate her commitment to professional development, networking, and community engagement within the legal field.

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Speaker bio
Larry A Peters

Larry A. Peters

Larry A. Peters Forensic Handwriting
Larry Peters

is the president of Forensic Handwriting which he been practicing since 1999. He has worked as an insurance adjuster and private investigator in Virginia and West Virginia since 1968. Mr. Peters is a member of the Washington (past president), Virginia and Mid Valley Claims Association. He is a graduate of the USAFE Criminology and Sociology at the University of Maryland.

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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.
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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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