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Overview
Develop Actionable Strategies for Your Next Legal Investigation
How confident are you in your abilities to locate people and gather critical background information? Are you up to speed on the latest tips and tricks for organizing investigation results? What are the dos and don'ts of using technology in an investigation? In this paralegal-focused program, our expert faculty unveil real-world tips for conducting effective investigations. Don't miss this opportunity to hone your skills - register today!
- Find out the top mistakes paralegals make when conducting interviews.
- Master the art of requesting public records.
- Uncover practical tips and tricks for organizing investigation results.
- Develop strategies for using technology to your advantage during legal investigations.
- Hear expert insights into conducting surveillance.
*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
- Challenges in Gathering Background Information and Locating People
- 10 Worst Mistakes Paralegals Make With Interviews
- Mastering the Bluebook
- The Art of Requesting Public Records
- Organizing Investigation Results - Cutting-Edge Techniques
- Strategic Use of Technology in Legal Investigations
- Advanced Strategies for Conducting Effective Surveillance
- The Paralegal’s Guide to Avoiding Ethical Issues
Credit Details
Credits Available
Credit | Status | Total | Until |
---|---|---|---|
California MCLE Paralegal |
|
6 Total | 09-04-2026 |
Indiana Paralegal CLE |
|
6 Total | |
Montana CLE Credit for Paralegals |
|
6 Total | 09-04-2026 |
Select Jurisdiction
Paralegal
Agenda
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Challenges in Gathering Background Information and Locating People
- Researching Witnesses, Attorneys, and Judges: Top Challenges and Hidden Dangers
- Civil and Criminal Records: Top Pain Points for Paralegals
- Property, Asset, and Financial Information - Key Challenges
- High-Level Techniques for Investigating Businesses
- 5 Dynamic Search Techniques Every Paralegal Needs to Know
- Creative Tips for Using Specialized Databases and Online Resources (With Examples)
- Challenges When Analyzing Complex Statutes
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10 Worst Mistakes Paralegals Make With Interviews
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Mastering the Bluebook
-
The Art of Requesting Public Records
-
Organizing Investigation Results - Cutting-Edge Techniques
- Expert Insights Into Creating Case Investigation Notebooks
- Creative Insights for Organizing Files, Records, and Evidence
- Advanced Techniques for Setting Up a Document Database
- Handling Voluminous Records
- Organizing Records From Different Facilities - Top Challenges
- 15 Secrets to Preparing Effective Chronologies, Summaries, and Reports
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Strategic Use of Technology in Legal Investigations
-
Advanced Strategies for Conducting Effective Surveillance
-
The Paralegal’s Guide to Avoiding Ethical Issues
- Conflicts of Interest
- Confidentiality
- Ethical Considerations for Working With Attorneys and Private Investigators
- Preventing UPL
Who Should Attend
This advanced level program is designed to provide attendees with high-level techniques for conducting investigations. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers




Speaker bio

Lisa Robinson
is an attorney with Rosen Law Firm where she practices in the area of family law. Ms. Robinson taught paralegal and criminal justice courses at Central Carolina Community College, is the author of legal study guides and articles for national publications, edited numerous legal studies textbooks, and consulted with legal authors on several writing and educational projects. She received her B.A. degree from the University of North Carolina in Chapel Hill and her J.D. degree from Campbell University School of law. Ms. Robinson is a board member and committee chair for the North Carolina State Bar Board of Paralegal Certification.
Speaker bio

Laura Kane
joined McShane & Bowie P.L.C. as an associate and is passionate about defensible e-discovery practices, effective oral advocacy, and innovative trial techniques. Before becoming an attorney, she was a paralegal for 18 years. In this role, Ms. Kane assisted on a wide range of complex matters in several different practice areas in the litigation and corporate departments of a large law firm. In addition, she has experience working for in-house legal departments and in state government. Ms. Kane earned her B.A. degree from Michigan State University and her J.D. degree from Western Michigan University Cooley Law School. She is currently a member of the Grand Rapids Bar Association and the State Bar of Michigan, Litigation Section. Ms. Kane is licensed to practice law in Michigan and before the U.S. District Court for the Eastern and Western District of Michigan.
Speaker bio

Ecleynne Mercy
is a highly accomplished attorney the proud owner and operator of Mercy Law P.C. She has also established Legal Upgrade, a company that offers various services and products related to legal guidance, instruction and wellness-based frameworks. The primary focus of Legal Upgrade is to assist individuals, businesses and communities in integrating wellness-based strategies into their daily legal lives and infrastructure. One of the key services provided by Legal Upgrade is an extensive workshop specifically designed to help students maximize their scores on the essay portion of the Georgia Bar Exam. Ms. Mercy has years of experience in helping repeat bar takers pass the bar, and she utilizes her expertise to provide valuable guidance and instruction to aspiring lawyers. Additionally, she oversees and directs various activities within Legal Upgrade. This includes training and supervising paralegal/support staff, conducting bar compliance reviews, providing case management training, monitoring deadlines, and performing firm audits. Ms. Mercy offers staff training programs in areas such as PI case management, family law case management, criminal defense case management, bar compliance, and system assessments. Furthermore, she conducts attorney trainings on a range of legal topics, including bar compliance, family law, criminal defense, general civil litigation, automobile and motorcycle accidents, slip and falls, dog bites, pedestrian impact cases, premises liability cases, and negligent security cases. Ms. Mercy's expertise in these areas allows her to provide comprehensive and specialized training to attorneys and law students. She is also actively involved in promoting legal awareness and civil rights. Ms. Mercy trains attorneys and law students to become legal observers, enabling them to monitor legal proceedings and ensure fairness. She conducts "Know Your Rights" seminars across the country, educating citizens about their constitutional rights when dealing with law enforcement. Additionally, Ms. Mercy serves as a legal commentator for Court TV, where she shares her insights and expertise on various legal matters. Her educational background includes a B.A. degree from Howard University and a J.D. degree from Western Michigan University Cooley Law School. Ms. Mercy holds memberships in several professional organizations, including the DeKalb Bar Association, State Bar of Georgia, Georgia Association of Black Women Attorneys, Haitian American Lawyers Association of Georgia, and Sister Care Alliance. These affiliations demonstrate her commitment to professional development, networking, and community engagement within the legal field.
Speaker bio

Robert Kasieta
is the founder of Kasieta Legal Group, LLC in Madison, Wisconsin. He is a certified civil pre-trial and trial specialist by the National Board of Trial Advocates. Mr. Kasieta practices in civil litigation, with an emphasis on plaintiff personal injury and employment cases, as well as commercial litigation. He has written and taught extensively in the areas of trial practice, personal injury law and insurance law, and is an instructor of trial practice at the University of Wisconsin Law School. Mr. Kasieta is admitted to practice before the U.S. Supreme Court, as well as the U.S. Court of Appeals for the Seventh and Eleventh circuits, and all Wisconsin courts. He is a member of the Dane County Bar Association, State Bar of Wisconsin and the American Association for Justice. Mr. Kasieta earned his B.S. degree, summa cum laude, from Northern Michigan University and his J.D. degree from Marquette University Law School.
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.
Have more questions? Please Contact Us