Professional Development

Task-Tracking Tips and Tricks: What Paralegals Need to Know

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
OnDemand
1 hours 9 minutes
Lori Snead
With Lori Snead from Brown & Crouppen Law Firm
Recorded August 22, 2024
Product ID 98955

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Course Includes
$119

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Video Download

Course Book Download

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


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Overview

Legal Task Management Solutions You Need to Know

Streamline your workflow and enhance your productivity! In this program, our distinguished faculty delve into the importance of task tracking for paralegals. Identify the dos and don'ts of case management, develop strategies for categorizing files, and hear tips and tricks for communicating effectively with the rest of the legal team. Save yourself headaches - register today!

  • Demonstrate best practices for prioritizing tasks.
  • Uncover practical guidance for categorizing files.
  • Discover innovative task-tracking tools.

*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. Best Practices in Organization and Task Prioritization
  2. Case Management Made Simple
  3. Practical Guidance for Categorizing and Maintaining Files
  4. Mastering the Calendar
  5. Tips and Tricks for Using Technology for Task Tracking and Management (Including AI-Assisted Tools)
  6. Useful Tips for Communicating and Collaborating With the Legal Team
Product ID 98955

Credit Details

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

Agenda

All times are shown in
  1. Task-Tracking Tips and Tricks: What Paralegals Need to Know

    1. Best Practices in Organization and Task Prioritization
    2. Case Management Made Simple
    3. Practical Guidance for Categorizing and Maintaining Files
    4. Mastering the Calendar
    5. Tips and Tricks for Using Technology for Task Tracking and Management (Including AI-Assisted Tools)
    6. Useful Tips for Communicating and Collaborating With the Legal Team

Who Should Attend

This intermediate level course will provide attendees with tools for efficient task management. Those who should attend include:

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

Speakers

Lori Snead
Lori
Snead
Brown & Crouppen Law Firm
Speaker bio
Lori Snead

Lori Snead

Brown & Crouppen Law Firm
Lori Snead

is a litigation paralegal at Brown & Crouppen, P.C., with over 25-years of legal experience, earning her associate's degree in paralegal studies in 1999 at Southwestern Illinois College. Her emphasis has always been in plaintiff personal injury, handling various types of injury cases from initial client contact through settlement and/or trial. Ms. Snead provides guidance and support to junior paralegals. Lori was honored with the prestigious 2024 Paralegal Legend Award at the St. Louis Paralegal Association's Paralegal Day. This accolade is a testament to Lori Snead’s exceptional skills, unwavering professionalism, and significant contributions in the legal field.  Email: LoriS@getbc.com

 

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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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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