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Overview
Strategic Filing and Striving Towards Document Perfection
Federal court litigation has its own unique filing and document management procedures and requirements. Are you confident you know how to comply? Do you want to learn more about document organization and filing? Enhance your skills and familiarity with federal litigation through this informative course on document handling and organization. Learn proven strategies for organizing overwhelming case files, mastering electronic discovery, and confidently handling e-filing procedures. Gain a competitive edge and streamline your workflow with expert guidance on best practices and industry standards. Register today!
- Review naming conventions and filing structures to optimize case management.
- Learn new ways of drafting documents to maximize case flow.
- Use effective filing methods with the help of document management software.
- Keep each case on track with practical tips for deadline management.
Abbreviated Agenda
- Document Organization: Naming, Filing, Formatting, etc. (With Sample Organization Layout)
- The Discovery Pipeline and Efficiently Drafting Documents (With Sample Discovery Requests)
- 5 Things to Watch Out For When Using Document Management Software
- Avoiding Chaos: Using E-Filing Software Effectively
- Common Deadlines and How to Keep Them In Sight
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 01-16-2027 |
| Delaware Certified Paralegal Program |
|
1 Total | 01-16-2026 |
| Florida Registered Paralegal |
|
1 Total | 01-16-2026 |
| Indiana Paralegal CLE |
|
1 Total | 01-16-2026 |
| NALA |
|
1 Total | 01-16-2026 |
| Montana CLE Credit for Paralegals |
|
1 Total | 01-16-2027 |
| North Carolina Continuing Paralegal Education |
|
1 Total | 01-16-2026 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 01-16-2027 |
| Ohio Certified Paralegals |
|
1 Total | 01-16-2026 |
| NFPA |
|
1.5 Total | 01-16-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Federal Litigation: Document Management, Organization, and E-Filing for Paralegals
- Document Organization: Naming, Filing, Formatting, etc. (With Sample Organization Layout)
- The Discovery Pipeline and Efficiently Drafting Documents (With Sample Discovery Requests)
- 5 Things to Watch Out For When Using Document Management Software
- Avoiding Chaos: Using E-Filing Software Effectively
- Common Deadlines and How to Keep Them In Sight
Who Should Attend
This intermediate level course is designed to give attendees practical skills for document management and filing. Those who should attend include:
- Paralegals
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Cari L. Sheehan
is an Assistant General Counsel with Taft Stettinius & Hollister, LLP. With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, she serves as the firm's Assistant General Counsel with Taft Stettinius & Hollister, LLP. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, she assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. In addition, she assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an Adjunct Professor at the IU Robert H. McKinney School where she teaches Professional Responsibility. She is also a former Assistant Clinical Professor of Business Law and Ethics at the Kelley School of Business. She is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields and contributing to the advancement of knowledge and practice in these domains. Ms. Sheehan is a frequent presenter and author on ethics and professionalism in the legal industry. She is a reoccurring author with the Res Gestae regarding the Ethics Curbstone and has been quoted in publications for her knowledge on ethical topics. Ms. Sheehan is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Her primary area of research is regarding the ethics of AI and how it affects the legal and business community.
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.
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