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, Heather A. Bishop and Troy R. Rackham
   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, Heather A. Bishop and Troy R. Rackham
   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, Shannon Golightly
   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, Vickie L. Yeomans
   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. Special Issues Relating to Document Intensive Cases
5. PEOPLE MANAGEMENT
   2:30 - 3:30, Karen C. Whalen
   1. Clients - Communication, Correspondence and Guidance
   2. Witnesses and Experts
   3. Assembling Documents and Copies for Other Parties
   4. Notebooks - The What, When and How
6. HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL
   3:30 - 4:30, Debra Hindin-King
   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

HEATHER A. BISHOP is a legal assistant at the law firm of McConnell Fleischner Houghtaling, LLC, in Denver. Ms. Bishop provides secretarial and administrative support to two named partners and one associate including scheduling, docketing (deadline management), correspondence preparation/editing, pleading preparation/editing, paperless implementation and overall case management. She handles all aspects of the case from initial client contact to trial preparation and participation. Ms. Bishop is currently a senior at Metropolitan State College.

SHANNON GOLIGHTLY works for Fennemore Craig in Denver, Colorado, as a medical paralegal in the area of medical negligence defense. Retraining approximately ten years ago from web-based software and website development work, she now works exclusively with medical cases. Ms. Golightly has a AAS degree in Paralegal Studies and a Bachelor of Science degree in business. Professional interests include electronic medical records systems and participating as a member of the Paralegal Studies development board for Kaplan College (formerly Denver Paralegal Institute).

TROY R. RACKHAM is Of Counsel at Fennemore Craig. Formerly a member at McConnell Fleischner Houghtaling, LLC, he was selected as a Rising Star by Colorado Super Lawyers in 2009, 2010 and 2011. His practice includes employment and civil rights law, legal and medical malpractice and other forms of complex litigation. Mr. Rackham defends lawyers, hospitals, nursing homes, long term care facilities and other health care organizations in a wide variety of cases and claims. He regularly advises legal professionals on ethics, malpractice and professional liability issues. Mr. Rackham has orally argued or prepared the briefs in dozens of appellate cases, most of which involved claims against lawyers, hospitals, physicians, or health care systems. He frequently teaches courses for legal and medical professionals. Mr. Rackham has written numerous articles and chapters on civil litigation and professional liability issues. He is a member of the American, Colorado and Denver bar associations.

VICKIE L. YEOMANS has been a paralegal with Hall & Evans, LLC, for 15 years. Ms.Yeomans has experience in complex litigation, document and case management databases, as well as high-tech courtroom presentations. In total she has 27 years of legal experience including employment with both plaintiff and defense oriented law firms. Ms. Yeomans has been involved with, managed and coordinated hundreds of cases for large national corporations involving the south central and Rocky Mountain regions. She has lectured for both the Institute of Paralegal Education and Colorado Bar Association on CLE accredited programs. She co-wrote "Countdown to Trial: Effective Use of Evidence", "Litigation Boot Camp II: Trial Management Technology" and "Leveraging Technology to Manage Documents".

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