Professional Development

4.59

Law Office Management Techniques for Paralegals: Organization of Work

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
OnDemand
56 minutes
Susi Boss
With Susi Boss from Higdon, Hardy & Zuflacht, L.L.P.
Recorded May 10, 2024
Product ID 98488

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Course Includes
$119

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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Overview

Tips and Tricks for Delegating Tasks, Calendaring, and More

This quick-tips guide shows you how to get organized and enhance your productivity. Identify tips for prioritizing tasks, develop effective delegation strategies, and discover useful organizational tech tools. Take your skills to the next level - register today!

  • Learn the latest best practices for time management and task prioritization.
  • Review essential guidelines for case file management.
  • Examine best practices for using Excel spreadsheets to track deadlines, trial dates, and more.

*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. Task Prioritization and Time Management: Ensuring Paralegal Best Practices
  2. Best Practices in Keeping Case Files Organized for Easy Access and Maintenance
  3. Efficiently Delegating Tasks: Essential Guidelines
  4. Guidelines for Constructing an Effective Calendaring System
  5. Excel Spreadsheets: Best Practices to Track Trial Dates, Client/Call Notes, Deadlines, etc.
  6. Helpful Resources and Tech Tools

Related Topics

Product ID 98488

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Law Office Management Techniques for Paralegals: Organization of Work

    1. Task Prioritization and Time Management: Ensuring Paralegal Best Practices
    2. Best Practices in Keeping Case Files Organized for Easy Access and Maintenance
    3. Efficiently Delegating Tasks: Essential Guidelines
    4. Guidelines for Constructing an Effective Calendaring System
    5. Excel Spreadsheets: Best Practices to Track Trial Dates, Client/Call Notes, Deadlines, etc.
    6. Helpful Resources and Tech Tools

Who Should Attend

This intermediate level course will provide attendees with savvy organizational tips and tactics. Those who should attend include:

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

Speakers

Susi Boss
Susi
Boss
Higdon, Hardy & Zuflacht, L.L.P.
Speaker bio
Susi Boss

Susi Boss

Higdon, Hardy & Zuflacht, L.L.P.
Susi Boss

has been a senior paralegal with Higdon, Hardy & Zuflacht, L.L.P. for 22 years. She is the past president of the paralegal division of the State Bar of Texas and a member of the State Bar of Texas Family's Law section, The College of the State Bar of Texas, San Antonio Bar Association, National Association of Legal Assistants, and San Antonio Paralegal Association. Ms. Boss earned her associates degree from the College of Paralegal Studies.

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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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