Gain an understanding of important document preparation techniques, as well as compliance requirements, so your recordkeeping is precise and efficient.
This course will cover recordkeeping and discovery techniques that every paralegal should know and tips on staying organized with production and discovery. We will discuss working with clients, attorneys, and third parties to get the records that are needed for cases and keeping them easily accessible throughout the case. We will provide an overview of the paralegal's role in taking a case from beginning to end. This will include a discussion on deadlines, preparing discovery, indexing, organization, and preparing for trial as well as legal obligations. We will discuss the fine line between client assistance and the unauthorized practice of law.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
A General Overview of Discovery and Deadlines
Indexing, Bates Labeling, and Filing
Communication With Clients, Attorneys, and the Court
Getting Documents From Third Parties
Preparation for Trial
Taking the Case to the Finish Line and Closing Files
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 24, 2023.
Call 1-866-352-9540 for further credit information.
- NALA 1.15
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.15 hour(s).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Kelly Burris
Cordell & Cordell
- Partner at Cordell & Cordell, the largest law firm specializing only in family law in the U.S.
- 21 years in practice
- Board certified in family law by the Texas Board of Legal Specialization
- Has taught CLEs all over the country regarding various areas of family law
- Previously listed as a Super Lawyer and Rising Star in Texas Monthly
- Quoted in Newsweek, the New York Times, the London Telegraph, and other national and international publications in articles relating to divorce, cryptocurrency, and other related divorce issues
- Articles published in Divorce Magazine and Family Lawyer Magazine
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- State Specific Credit Tracker
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