Civil Litigation & Trial Skills

4.5

A Paralegal's Guide to the Ultimate Trial Notebook

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 58 minutes
Lisa Szyc
Michelle Arty
With Lisa Szyc from Bakus Burden + 1 other
Recorded May 30, 2024.
Product ID 98545

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Course Includes
$219

OnDemand Video

Course Book Download

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

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$69/month

Overview

Seamlessly Aid the Legal Team Throughout Trial

A poorly put together trial notebook can leave your attorney desperately fumbling for information, documents, and evidence in the heat of trial. A truly outstanding one will leave them looking quick on their feet, confident, and competent. This guide will show how to create a notebook that is not just good but exceptional. Learn the keys to fashioning a trial notebook that will enhance - not hamper - your attorney's courtroom impact. Register today!

  • Discover the most effective ways to structure and organize trial notebooks.
  • Blend best practices with your attorney's individual style and needs.
  • Minimize clutter while ensuring nothing vital is left out of the trial notebook.
  • Learn how to make the most of electronic trial notebooks.
  • Find out how to maintain the trial notebook throughout the trial process.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member James Susag.

*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. Early Preparation Strategies
  2. Checklists and Organization Techniques
  3. Mastering Electronic Trial Notebooks
  4. Maximizing Trial Notebook Utility in the Courtroom

Related Topics

Product ID 98545

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
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Paralegal

Agenda

All times are shown in

  1. Early Preparation Strategies

    1. Starting Point - Trial Order/Court Scheduling Order
    2. Ideal Timeline for Trial Notebook Prep
    3. Strategic Structure: Litigation vs. Chronological
    4. What Essential Elements to Include - Working With Your Trial Counsel
    5. Collecting Vital Case-Related Materials
    6. Using the Notebook as a Trial Preparation Tool
    7. Other Critical Items - Office Supplies, Contact Lists, Redundant Paper and Electronic Copies

  2. Checklists and Organization Techniques

    1. Checklist: What is Needed for a Comprehensive Trial Notebook (and Materials That Should be Left Out)
    2. Critical Sections and Their Development
    3. Organization Pointers
    4. Cross-Referencing for Seamless Navigation
    5. Common Pitfalls in Trial Notebook Organization

  3. Mastering Electronic Trial Notebooks

    1. Comparing Software Options: Cost, Security, Features, and Functionality
    2. Building and Managing Electronic Trial Notebooks
    3. Streamlining Organization
    4. Using Tags, Bookmarks, and Indexes for Quick Reference and Navigation
    5. Collaborating and Coordinating Use With the Rest of the Litigation Team and the Court

  4. Maximizing Trial Notebook Utility in the Courtroom

    1. Leveraging Trial Notebooks for Effective Presentation and Navigation During Courtroom Proceedings
    2. Anticipating Unexpected Challenges in the Courtroom - Managing Trial Logistics
    3. Troubleshooting in Real-Time
    4. Updating and Maintaining the Trial Notebook Throughout the Trial Process

Who Should Attend

This intermediate level course is designed to teach attendees how to prepare an effective trial notebook. Those who should attend include:

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

Speakers

Lisa Szyc
Lisa
Szyc
Bakus Burden
Michelle Arty
Michelle
Arty
Pankauski Lazarus PLLC
Speaker bio
Lisa Szyc

Lisa Szyc

Bakus Burden
Lisa Szyc

is an attorney at Backus Burden, where she has dedicated her career to assisting criminal defendants in their legal defense. Ms. Szyc has practiced in family law, including assisting families with child custody, child support and divorce matters. She has also focuses part of her time to veterans, assisting local veterans with a myriad of legal needs including Veteran’s Affairs claims. Ms. Szyc is licensed to practice in the Ninth Circuit Court of Appeals. She earned her B.A. degree from University of Nevada at Las Vegas and her J.D. degree from North Carolina Central University School of Law.

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Speaker bio
Michelle Arty

Michelle Arty

Pankauski Lazarus PLLC
Michelle Arty

is a litigation paralegal with Pankauski Lazarus PLLC. She is involved in all aspects of trial and appellate work, including client and witness interviews; communicating with clients/parties, opposing counsel and staff, and outside professionals and organizations; discovery, both review and analysis of incoming and outgoing discovery requests and working with clients to compile and draft responses to same; scheduling; attendance at mediations, hearings and trials; legal research; drafting pleadings from initial filing through appeal; and maintaining files. Ms. Arty is a certified paralegal, having received her advanced certifications in both trial practice and e-discovery. She is also a Florida registered paralegal. Ms. Arty is currently serving her second term on The Florida Bar's FRP Enrichment Committee. She is a member of the Paralegal Association of Florida and is serving as president of its Palm Beach Chapter. She received her A.A.S. degree in legal assisting from Tallahassee Community College and her A.A. degree from Florida State University.

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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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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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