Law Office Management Mastery for Paralegals
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 02-12-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 02-12-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 02-12-2027 |
Buy This Course
OnDemand Video
Course Book Download
or
Overview
Efficiency, Precision, and Excellence Unlocked!
Unlock the secrets to exceptional law office management with our comprehensive seminar. This 6-hour intensive program is designed to elevate your skills and streamline your workflow, empowering you to excel in your role. Join us to gain invaluable insights and practical tools that will enhance every aspect of your legal support work. Register today!
- Optimize Client and Case Management: Learn effective techniques.
- Boost Time Management and Productivity: Discover strategies for better productivity.
- Enhance Legal Research and Organization: Master research methods, streamline information organization, and ensure data security.
- Improve Communication and Relationship Building: Develop effective communication strategies and utilize advanced communication tools.
- Achieve Document Perfection: Create impeccable legal documents for flawless results.
- Excel in Financial Management: Understand legal billing processes, manage invoicing, and perform financial reporting and analysis with confidence.
*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
- Client and Case Management
- Time Management and Productivity
- Legal Research and Organization
- Effective Communication Strategies and Relationship Building
- Document Perfection
- Financial Management in a Law Office
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 02-12-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 02-12-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 02-12-2027 |
Select Jurisdiction
Paralegal
Agenda
-
Client and Case Management
- Client Intake and Onboarding
- Case Management Software
- Managing Deadlines and Appointments
-
Time Management and Productivity
- Maximize Efficiency and Minimize Stress
- Master Time Management Techniques
- Leverage Technology for Productivity
-
Legal Research and Organization
- Conduct Thorough and Efficient Legal Research
- Organize Information for Easy Access
- Data Security and Confidentiality
-
Effective Communication Strategies and Relationship Building
- Internal and Client Communications
- Handle Challenging Client Situations
- Technological Communication Tools
-
Document Perfection
- Create Flawless Legal Documents
- Master Document Formatting and Style
- Utilize Document Automation Tools
-
Financial Management in a Law Office
- Understand Legal Billing and Financial Management
- Billing and Invoicing
- Financial Reporting and Analysis
Who Should Attend
This intermediate level program is designed to provide attendees with best practices for law office management. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
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.
Speaker bio
Katie Brown
is the associate dean for information resources at Charleston School of Law. Her research and scholarship interests are in the areas of intellectual property, acting skills for lawyers, law and literature, management, and a variety of legal research related topics. Ms. Brown has taught specialized, beginner, and advanced legal research courses and seminars on legal technology for practice, art of advocacy, and contracts. She is a very active member of the American Association of Law Libraries (AALL). Ms. Brown has participated in a variety of leadership roles throughout the association chapters and special interest sections. She earned her B.F.A. degree from DePaul University, her master's degree in library and information science from the Drexel University iSchool and her J.D. degree from Seattle University School of Law. In 2024, Ms. Brown also received the Inaugural Technology & Ethics Award from the Association of American Law Schools Section on Technology, Law and Legal Education (AALS).
Speaker bio
Rachel V. Rose
, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.
Top FAQs
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.
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.
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.
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.
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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