Complete Trial Preparation Guide for Paralegals
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, Mar 02, 00:00 AM – 00:00 PM
Tue, Mar 02, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Learn How to be an Indispensable Trial Prep Paralegal
Trials can be won and lost based on what paralegals do during trial preparation. Will you have given your attorney the tools they need to succeed - or will you have left them woefully unprepared for their critical moment on stage? This comprehensive trial prep guide will give you all the insights you need to be your attorney's indispensable aid. From initial planning and task lists to that exciting final day, learn real-world tips that no litigation paralegal should do without. Equip your attorney to win - register today!
- Get a master task list to ensure you're leaving no steps or details overlooked.
- Receive practical tips for keeping yourself (and the trial team at large) organized and on track.
- Discover how to be that vital point of contact between your attorney and the client, witnesses, court, and vendors.
- Create an ultimate trial notebook that will help (not hinder) your attorney in the heat of battle.
- Gain real-world insights for making visual aids and exhibits stand out.
- Uncover vital dos and don'ts for pretrial and trial motions and briefs.
- Learn how to be an effective sounding board for case themes, opening statements, examination questions, and closing arguments.
Abbreviated Agenda
- Master Task List and Timeline: Everything You Need to Do and When
- Paralegal Ethics
- How to Stay Organized Amid the Chaos
- Coordinating With Clients, Witnesses, the Court, and Vendors
- Creating a Winning Trial Notebook
- Preparing Documents, Exhibits, Visual Aids
- Motions, Briefs, Citations: Critical Do's and Don'ts
- Offering Insights and Creative Ways to Help Your Attorney Prepare
- The Big Day: To-Do's and Tips for Assisting With Jury Selection and Trial
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
- 1 Ethics
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
- 1 Ethics
Live - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
- 1 Ethics
Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 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
- 1 Ethics
Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Pending · 6 Total Credits
- 1 Ethics
Live - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal CLE credit, including 1.0 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 Pending · 6 Total Credits
- 1 Professional Responsibility
Live - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Pending · 6 Total Credits
- 1 Ethics
Live - New Mexico Paralegal Division, State Bar of - 6: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
- 1 Ethics
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 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 1 Ethics
Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 CLE credit hours, including 1.0 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
- 1 Ethics
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
- 1 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 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 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 1.0 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
- 1 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Pending · 6 Total Credits
- 1 Ethics
OnDemand - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Video Download - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 1.0 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 Pending · 6 Total Credits
- 1 Professional Responsibility
OnDemand - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Pending · 6 Total Credits
- 1 Ethics
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Video Download - New Mexico Paralegal Division, State Bar of - 6: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
- 1 Ethics
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 1.0 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 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 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 1.0 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
-
Master Task List and Timeline: Everything You Need to Do and When
-
Paralegal Ethics
- Avoiding Unauthorized Practice of Law in Trial Prep
- Ethical Communications
- Billing
- Preserving Confidentiality
- Ethical Issues With Evidence (Highly Prejudicial Evidence, Dubious Evidence, False Evidence, Illegally Obtained, etc.)
-
How to Stay Organized Amid the Chaos
- Creating the Trial Preparation Plan
- Indexing
- Summarizing and Annotating
- Coordinating Schedules
- Helping the Trial Team Stay on Track
- Monitoring Deadlines
- Staying on Top of the Paperwork
- Document Storage Tips for Easy Retrieval
-
Coordinating With Clients, Witnesses, the Court, and Vendors
- Client Prep Insights
- Working With Witnesses and Experts Before Trial
- Notetaking When Communicating With Clients and Witnesses
- Preparing Subpoenas
- Communicating With Court Personnel
- Working With Outside Vendors
-
Creating a Winning Trial Notebook
- What Should Go Into and What Should Stay Out of the Notebook
- Litigation vs. Chronological Notebook
- Formatting the Trial Notebook
- Key Sections and Their Development
- Color Coding
- How to Cross-Reference Within the Trial Notebook
- Electronic Trial Notebooks
- Sample Trial Notebook
-
Preparing Documents, Exhibits, Visual Aids
- Exhibit and Witness Lists and Binders
- How Many Copies Do You Need?
- Labeling
- Best Practices for Electronic Exhibits
- Practical Tips for Perfecting Visual Aids
- Knowing Your Trial Software
- Getting the Lay of the Courtroom and Judge’s Preferences
- Courtroom / Virtual Trial Prep and Set Up
-
Motions, Briefs, Citations: Critical Do's and Don'ts
-
Offering Insights and Creative Ways to Help Your Attorney Prepare
- Giving Critical Feedback: How to Express Your Thoughts Diplomatically
- Theory of the Case
- Opening Statements
- Closing Arguments
- Line of Questioning
- Troubleshooting Evidentiary Issues
-
The Big Day: To-Do's and Tips for Assisting With Jury Selection and Trial
Who Should Attend
This intermediate level course is designed to teach attendees how to get their attorneys completely trial ready. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Kay Sandoval
is a Litigation Paralegal at Coopers LLP with 20 years of experience in the legal profession and a broad background in complex litigation. Her experience includes plaintiff and defense personal injury litigation, product liability, class actions, securities law, mergers and acquisitions, probate, collections, medical malpractice, wrongful death, and health insurance law. Ms. Sandoval assists attorneys with matters in state and federal courts throughout all phases of litigation. Her responsibilities include case management, discovery, document preparation, trial preparation, and coordinating the many details involved in moving cases from inception through resolution. Her organizational skills, attention to detail, and knowledge of litigation procedures make her a valuable resource to attorneys handling complex cases. Ms. Sandoval emphasizes collaboration and clear communication, working closely with attorneys, clients, experts, and other professionals to keep matters organized and clients informed. Her experience across a wide range of practice areas gives her a practical understanding of the demands of litigation and the importance of thorough preparation. Ms. Sandoval earned her bachelor's degree in Business Administration, specializing in Marketing, and her associate's degree in Paralegal Studies from Berkeley College in New York City. She is fluent in Spanish and can assist Spanish-speaking clients throughout their legal matters.
Speaker bio
Katrina S. Coomer
is a medical summary paralegal and litigation professional with more than 20 years of experience supporting attorneys in complex civil litigation. Through Medical Summaries for Tennessee Attorneys, Ms. Coomer provides specialized litigation support to plaintiff and defense counsel handling medical malpractice, personal injury, catastrophic injury, premises liability, wrongful death, dram shop, trucking accident, and long-term disability matters. Ms. Coomer has extensive experience reviewing and organizing medical records and preparing medical chronologies, treatment timelines, narrative summaries, demand letters, and other case-related materials. Her background enables her to identify significant medical information, organize treatment histories, and present complex records in a clear, concise, and useful format for litigation. Ms. Coomer began her professional career as an investigator with Tennessee's health-related licensing boards, where she developed her expertise in reviewing and summarizing medical records. Her experience encompasses a broad range of medical and injury-related issues, including diagnostic errors, medication mistakes, medical device liability, traumatic brain injuries, orthopedic injuries, nursing home negligence, infections, chronic pain, neurological disorders, and toxic tort claims. Her services also include surveillance video review and analysis, medical billing comparison charts, insurance claims reports, and medical expert notebooks. Ms. Coomer's practical approach helps attorneys organize evidence, understand medical treatment histories, and prepare cases more efficiently. Ms. Coomer earned a paralegal certificate from Southeastern Paralegal Institute, a Bachelor of Science in Criminal Justice Administration with minors in Psychology and Sociology, and an Associate of Arts degree in Law Enforcement. Her additional professional training includes medical terminology, anatomy and physiology, litigation, and patient navigation.
Speaker bio
Rashida Forbes
is the Founder of RF Legal Support, a legal support services company based in Atlanta, Georgia. With a paralegal career dating back to 2006, Ms. Forbes brings extensive experience in foreclosure matters, eviction proceedings, and civil litigation. She provides attorneys with practical legal and administrative support designed to improve efficiency, organization, and case management. Ms. Forbes began her career handling out-of-state foreclosure matters, coordinating process servers, reviewing pleadings, and applying the procedural requirements of New York law. After relocating to Georgia, she continued working in foreclosure before transitioning to dispossessory proceedings and eviction matters. This experience strengthened her understanding of jurisdiction-specific procedures, filing requirements, and the importance of meeting demanding legal deadlines. Ms. Forbes later expanded her practice experience into civil litigation, working across multiple areas of law, including construction, business acquisitions, and personal injury. Through collaboration with attorneys and law firm partners, she developed the organizational, analytical, and leadership skills necessary to manage complex legal assignments and support litigation teams effectively. As founder of RF Legal Support, Ms. Forbes is committed to helping attorneys and legal professionals strengthen their practices through dependable support services. She also enjoys mentoring newer paralegals and sharing practical knowledge to help others develop their skills and confidence in the legal profession. Ms. Forbes is an alumna of John Jay College of Criminal Justice. Her professional interests include paralegal development, legal operations, procedural compliance, and improving the delivery of legal support services.
Speaker bio
Dana Kondos
is a Senior Paralegal and Team Lead at Romanucci & Blandin, LLC, where she supports the firm’s Civil Rights and Police Misconduct and Sexual Abuse and Hazing litigation teams. Since joining the firm in 2023, Ms. Kondos has developed practical experience supporting complex, high-profile civil litigation involving sensitive facts, vulnerable individuals, and significant legal and ethical considerations. As a Civil Rights Trial Paralegal and Team Lead, Ms. Kondos helps coordinate litigation matters, facilitates communication and collaboration among attorneys, and provides guidance to paralegals. She also mentors and coaches team members, emphasizing accountability, professionalism, attention to detail, and effective case organization. Ms. Kondos has supported significant civil rights matters, including litigation involving the death of Tyre Nichols in Memphis, Tennessee, and prisoners’ rights cases involving St. Tammany Parish Jail in Louisiana and the Illinois Department of Corrections. Working on sensitive and high-stakes matters requires careful handling of confidential information, responsible document management, accurate evidence organization, and discretion when communicating with clients, witnesses, and legal teams. Through her leadership and litigation support responsibilities, Ms. Kondos offers a practical perspective on ethical challenges that arise in everyday litigation practice. Her experience provides a valuable foundation for discussing client confidentiality, protection of sensitive information, professional boundaries, ethical responsibilities of paralegals, supervision and delegation, communication with clients and witnesses, and maintaining the integrity of evidence throughout litigation.
Speaker bio
Stephanie Bliss
is an experienced paralegal and legal educator with more than 25 years of experience in the legal profession. She serves as a full-time Paralegal at BakerHostetler and an Instructor at Arapahoe Community College, combining practical litigation experience with a commitment to developing the next generation of legal professionals. Ms. Bliss has extensive experience in litigation support, case management, and electronic discovery (eDiscovery) across multiple practice areas and jurisdictions. Her work involves helping legal teams manage complex matters, organize litigation materials, and address the challenges associated with electronically stored information (ESI). As an instructor, Ms. Bliss teaches courses that equip students with practical legal skills and an understanding of the technology used in modern legal practice. She emphasizes the importance of effective case management, litigation support tools, and the ability to manage electronic information in an increasingly digital legal environment. Ms. Bliss brings a practical perspective to legal education by connecting real-world law firm experience with classroom instruction. Her background makes her well suited to present on litigation technology, eDiscovery fundamentals, legal case management, and the evolving responsibilities of paralegals. Ms. Bliss earned her bachelor's degree from the University of Arizona and a paralegal certificate from Denver Paralegal Institute.
Speaker bio
Beatrice Hilke
is a paralegal at Beas Documentation Services. She is a legal professional and business owner based in the Los Angeles metropolitan area. Through Bea’s Document Services, Ms. Hilke brings her legal industry experience and business background to document-related services and professional support. Ms. Hilke’s professional background reflects a longstanding connection to the legal field, complemented by ongoing academic study at the University of Arizona. Her experience as both a legal professional and business owner provides a practical perspective on professional organization, document services, and the operational needs of legal and business professionals. Ms. Hilke’s combination of legal experience, entrepreneurship, and continuing education may offer a useful foundation for presentations addressing document management, business operations, and professional development
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