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Overview
Build the Systems and AI Skills That Never Miss a Deadline
One miscounted day or overlooked rule can dismiss a case, harm a client, and expose the firm to a malpractice claim. As jurisdictions multiply and case teams go remote, the margin for error keeps shrinking. This practical program gives paralegals a repeatable system for calculating, calendaring, and cross-checking deadlines, plus guidance on using AI to speed up the work without introducing new errors. Register today!
- Calculate deadlines accurately, including triggering events, tolling, and rule quirks.
- Build a calendaring system with built-in redundancy, prioritization, and a plan for last-minute changes.
- Know your calendaring and case management software, and keep it synchronized and conflict-free.
- Avoid the e-filing and remote-team gaps that let deadlines slip through the cracks.
- Use AI to support deadline tracking, and verify its output before you trust it.
*Mention of specific products or providers is informational only and does not constitute IPE endorsement. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Understanding and Calculating Deadlines
- AI-Powered Calendaring: Workflow and Prioritization
- AI-Assisted Calendaring: Practical Execution and Communication
- Calendaring Tools and Guardrails
- Missed Deadline Immediate Steps and Available Remedies: Internal and External
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
-
Understanding and Calculating Deadlines
- Traditional and Non-Traditional Triggering Events
- Types of Deadlines and Calculations: Calendar vs. Court/Business Days, Leap Years, Holiday/Weekend Rollovers, etc.
- Jurisdiction Considerations and Authoritative Resources
- Deadline Cheat Sheets, Litigation Tables, and Other Quick-Reference Tools
- Using AI Text Extraction to Identify Triggering Events and Deadlines
- AI Verification Protocols and Dual Checklists
-
AI-Powered Calendaring: Workflow and Prioritization
- Determining Priority When Everything Feels Urgent: Using AI to Classify Deadlines by Risk Level
- Multi-Deadline Master Scheduling: Prompting AI to Reverse Engineer Case Timelines
- Setting Ticklers, Reminders, and Notifications
- Handling Changes, Continuances, and Last-Minute Adjustments
- Recurring Events, Cascading Deadlines, and Redundancy Protocols That Actually Get Used
- Docketing Across Remote and Hybrid Case Teams: Closing the "I Thought You Had It" Gap
-
AI-Assisted Calendaring: Practical Execution and Communication
- AI-Driven Communication: Creating Automated, Templated, Clear Deadline Notifications for Supervising Attorneys and Clients
- Keeping Calendars Synchronized and Updated and Avoiding Conflicts: Personal vs. Professional, Firm, and Court Calendars
- Demo: Dynamic Case Timeline Building and Auto-Drafting Notifications
-
Calendaring Tools and Guardrails
- Combining Calendaring Systems (Google, Outlook) and Case Management Systems (Clio, Filevine, MyCase)
- Document and Email Attachment Workflows for Seamless Context Retrieval
- E-Filing Portal Traps: System Downtime, Rejected Filings, and Timestamp Rules That Don't Stop the Clock
- Statutory Updates Tracking and Legal Docketing Engines (LawToolBox, Thomson Reuters, JuraLaw)
- Maintaining Synchronized, Multi-Device Backup Systems
-
Missed Deadline Immediate Steps and Available Remedies: Internal and External
- First! Confirm Deadline Status and the Exact Nature of the Deadline
- Notification: Supervising Attorney, Client, Opposing Counsel, Court, and Malpractice Carrier
- Assess the Legal Impact and Formulate a Cure Strategy
- Seeking Extension, Stipulation, or Relief and Getting the Case Back on Track
- Post-Mortem Documentation, Audit, and Prevention
Who Should Attend
This intermediate level course is designed to give attendees practical skills for managing deadlines and calendaring responsibilities. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Stefan Savic
is a partner at Reinhardt Savic Foley LLP. He represents clients in all stages of litigation, administrative, and alternative dispute resolution proceedings. Mr. Savic's litigation practice focuses on commercial litigation in federal and state courts across the country as well as before administrative bodies. While his work focuses heavily on civil litigation, he also assists businesses in avoiding costly litigation by assuring that clients have safeguards in place at all stages of their ventures. Mr. Savic works with clients on formation, employment, shareholders, and licensing agreements, using his litigation experience to account for worst-case scenarios and minimize any potential headaches in the long term. Some of his past work experience includes working at the United Nations Development Programme, United States District Court for the District of Connecticut, one of Connecticut's largest law firms, and a Fortune 500 company's legal department. Mr. Savic is also a FINRA arbitrator and a certified mediator in the state of Connecticut. He earned his B.A degree from Columbia University and his J.D degree from Quinnipiac University.
Speaker bio
Christopher M. White
is the executive partner and founder of EQUES Law Group, where he leads a team dedicated to redefining how legal services are delivered. A business attorney, oil and gas lawyer, and general practitioner, Mr. White brings a rare blend of legal acumen, entrepreneurial vision, and community-focused leadership to every engagement. His approach to the practice of law is both strategic and human-centered. Mr. White believes that legal work should not only solve problems, but also unlock opportunities, helping clients, businesses, and communities thrive. From complex business transactions and real-estate development to energy and mineral law, his experience spans the industries that power Ohio's economy. Under Mr. White's leadership, EQUES has grown into an integrated network of legal, title, and consulting services, anchored by a simple philosophy: clarity, efficiency, and integrity in every client relationship. Beyond the firm, he is also the owner of The Cider Press, a local restaurant and community gathering space, and RISE Spaces, a coworking and business incubation hub that empowers professionals to grow where they're planted. A thinker and builder at heart, Mr. White continues to guide EQUES toward its mission, to elevate the practice of law into the business of delivering solutions.
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.
How do I access my courses?
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.
Do you have options for attendees who are deaf or hard of hearing?
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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