The Organized Litigation File: From Intake to Closing
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Tue, Jan 26, 00:00 AM – 00:00 PM
Tue, Jan 26, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Never Wonder Where a Document or Deadline is Again
This program is a practical, start-to-finish system for keeping a case file organized so every document, deadline, and piece of evidence is exactly where it should be, from intake through closing. You'll learn folder structures and naming conventions your whole team can actually use; systems for tracking discovery, privilege logs, experts, and exhibits; and how to turn a working file into a trial- or settlement-ready package without last-minute scrambling. We'll also cover how to close a file properly so no loose ends are left untied. Put every document exactly where it belongs - register today!
- Find any document in seconds - no more digging through folders or guessing which version is current.
- Give your whole team a system that works with folder structures and naming conventions everyone can follow.
- Never miss a deadline with built-in systems for tracking discovery and other critical dates.
- Turn working files into trial notebooks or settlement binders without last-minute scrambling.
- Finish strong, not scattered with clear guidance for closing files the right way, every time.
Abbreviated Agenda
- Opening the File Right: Build the Case Command Center
- Creating a Litigation File You Can Actually Search
- Organizing and Managing the Living Litigation File
- Building the Settlement- and Trial-Ready File
- Closing the File Without Loose Ends
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 |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Select Jurisdiction
Paralegal
Agenda
-
Opening the File Right: Build the Case Command Center
- Intake Documents and Conflict Checks
- Initial File Setup
- Calendaring Critical Deadlines
- Creating the Master Case Roadmap
- Building the Case-at-a-Glance Sheet
-
Creating a Litigation File You Can Actually Search
- Folder Structures, Naming Conventions, and Version Control Strategies That Work
- Emails, Texts, Calls, File Notes, and Internal Communications: What to Save, What to Document, and What to Avoid
- PDF Organization, OCR, Bookmarks, and Bates Numbering
- File Indexing and Document Retrieval
- ESI and Metadata Essentials: Litigation Holds, Native Files, and Chain of Custody
-
Organizing and Managing the Living Litigation File
- Pleadings, Motions, and Court Orders
- Discovery Requests, Responses, and Productions
- Privilege Logs: Building, Updating, and Defending Them
- Building and Maintaining the Master Case Chronology
- Creating a Key Evidence/"Hot Documents" File
- Linking Facts to Witnesses, Documents, and Claims/Defenses
- Tracking Exhibits and Witnesses
- Tracking Experts, Subpoenas, and Depositions
- File Audits to Catch Missing Documents, Deadlines, and Follow-Up
-
Building the Settlement- and Trial-Ready File
- Mediation and Settlement Binders
- Trial Notebooks
- Witness and Exhibit Binders
- Motions in Limine, Jury Instructions, and Trial Filings
- Counsel Table: What Needs to Be Within Reach
- Last-Minute Trial Readiness Checklist
-
Closing the File Without Loose Ends
- Judgments and Post-Trial Filings
- Final Accounting, Disbursements, and Outstanding Obligations
- Returning Client Property
- Records Retention/Archiving and Destruction Policies
- Final File Audit
Who Should Attend
This intermediate level course is designed to give litigation paralegals the knowledge and hands-on systems they need to build a case file that stays organized from intake through closing, track deadlines and discovery without missing a beat, and turn a working file into a trial- or settlement-ready package with confidence. Those who should attend include:
- Litigation Paralegals
- Legal Assistants
- Litigation Support Staff
- Legal Technicians
Speakers
Speaker bio
Kent Hushion
is a shareholder at Reminger, where he practices in the firm's Dayton and Columbus offices and focuses on employment litigation, governmental and public entity liability, directors and officers liability, and general liability matters. His practice encompasses a wide range of litigation activities, including pre-suit investigations, discovery, motions practice, trial preparation, and appellate advocacy, and he represents clients in complex disputes involving employment practices, civil rights defense, and professional liability claims. Mr. Hushion is admitted to practice law in Ohio and before the U.S. District Court for the Southern District of Ohio. He earned his J.D. degree from Case Western Reserve University School of Law and his Bachelor of Arts degree in English from Kent State University.
Speaker bio
Ashley King
is a paralegal and litigation support consultant with extensive experience supporting both large Honolulu law firms and boutique litigation practices. As founder of Crown Discovery, LLC, Ms. King provides discovery consulting, trial preparation and AI workflow automation services designed to help firms scale their teams without increasing overhead. Her career bridges legal practice and technology, with a particular focus on using artificial intelligence to streamline discovery, automate routine processes, and prepare cases for trial more effectively. Ms. King is passionate about training legal staff on the safe and ethical use of AI, empowering managers to adopt forward-thinking strategies while protecting client confidentiality and strengthening firm efficiency.
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