Although your practical value on your firm's litigation team is above question, strengthening your skills is crucial if you want to produce better results. You already know how to hold these cases together – but do you have the proven skills and techniques it takes to keep your litigation team operating as efficiently as possible? By learning how to streamline your case management techniques, you're enabling your firm to take on more cases – and become more profitable. Don't miss this chance to upgrade your skills when it's so easy!

These comprehensive reference materials will provide you with the information you need to take your case management skills to the next level. From the convenience of your desk, you'll learn how to focus the effectiveness of your case organization procedures in order to meet your deadlines. Keep everything running smoothly with strategic file management and case development techniques. Find whatever you need whenever you need it by efficiently managing discovery information. Intensify your role with proven document control and litigation support methods. Get the most out of witnesses and experts with relationship-building communication skills. Initiate and direct trial preparation with your case management work as a basis. Maximize your effectiveness by making this vital addition to your reference library – order today.

1. Implementing Structured Management Procedures
2. File Management and Case Development
3. Information Management in the Discovery Phase
4. Document Control and Litigation Support
5. People Management
6. How Experienced Paralegals Use Case Management Strategies to Prepare for Trial

Continuing Education Credits:   

* denotes specialty credits

1. IMPLEMENTING STRUCTURED MANAGEMENT PROCEDURES
   9:00 - 9:45, Kelli M. Ferguson
   1. Designation of Case Management Team and Assignments
   2. Responsibilities of the Paralegal Case Manager
   3. Time/Case Load Management
   4. Managing Issues of Privilege as Identified by the Supervising Attorney
2. FILE MANAGEMENT AND CASE DEVELOPMENT
   9:45 - 10:45, Kelli M. Ferguson
   1. Case Management Systems and Form Banks
   2. Case Review and Evaluation
   3. Case Outline and Checklists
   4. Deadlines and Status Checks
   5. Case Investigation
   6. Work Product Retrieval
3. INFORMATION MANAGEMENT IN THE DISCOVERY PHASE
   11:00 - 12:00, Dale A. Arakawa
   1. How to Handle Information Gained Through Informal Discovery
   2. Requests for Disclosure and Production
   3. Interrogatories and Requests for Admission
   4. Deposition Preparation, Organization and Management
4. DOCUMENT CONTROL AND LITIGATION SUPPORT
   1:00 - 2:15, Dale A. Arakawa
   1. Developing Databases That Consider What Information Will be Acquired and How it Will be Used
   2. Selecting and Using Document Management Services
   3. How Automated Document Management Systems Can be Used Effectively
   4. Computer Imaging and Scanning
   5. Assembling Documents and Copies for Other Parties
   6. Notebooks - The What, When and How
   7. Special Issues Relating to Document Intensive Cases
5. PEOPLE MANAGEMENT
   2:30 - 3:30, Leyla Cambel
   1. Clients - Communication, Correspondence and Guidance
   2. Witnesses and Experts
   3. Focus Groups/Mock Trials
6. HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL
   3:30 - 4:30, Leyla Cambel
   1. Documents and Lists That Will Prove to be Invaluable
   2. Organizing Trial Files for Easy, Efficient Access
   3. Evidence and Exhibits
   4. Advance Planning With the Clerk and Other Court Staff

DALE A. ARAKAWA is an associate in the Los Angeles office of Ericksen Arbuthnot, Attorneys at Law. His practice focuses on products liability; professional liability; real estate agents and brokers; fire and casualty; and a range of general civil liablity. He has experience in all phases of litigation and trial, both in state and Federal courts. Prior to joining the firm, Mr. Arakawa was an associate at Sedgwick Detert Moran and Arnold in their Los Angeles office. He is a member of the Japanese American Bar Association and volunteers for projects on behalf of the Nisei Week Foundation. Mr. Arakawa is a member of the State Bar of California and is admitted to practice before the U.S. District Court, in the Central District of California.

LEYLA CAMBEL is a senior legal assistant at the law firm of Arnold & Porter LLP, specializing primarily as a patent and trademark infringement paralegal as well as a general business litigation paralegal. Ms. Cambel has more than 30 years of experience in the legal industry. She has worked extensively as a litigation paralegal for numerous law firms since 1979. Ms. Cambel earned her paralegal certificate from Blackstone Institute/School of Law. Her further education includes courses taken at the University of California, Los Angeles and Mt. San Antonio Community College, Walnut, California, as well as other MCLE related courses throughout the years.

KELLI M. FERGUSON is a senior litigation paralegal and paralegal manager at Graves & King LLP, where she is responsible for the day to day management of cases from inception to trial. Ms. Ferguson specializes in wildfire, flood, and natural resource damages; insurance defense of construction related matters; wrongful death; and personal injury. She earned her B.A. degree from the University of Redlands, and her paralegal certificate from the University of California at Riverside. Ms. Ferguson has been a corporate trainer for Judicial Arbitration & Mediation Services, Inc., where she managed and implemented case management, client services, and software training programs for all associates. She is a member of the Orange County Paralegal Association; the Organization of Legal Professionals; the University of Redlands Whitehead Leadership Society; and the National Association of Professional Women.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com