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, Kathryn Howell
   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 - 10:30, Kathryn Howell
   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
   10:45 - 12:00, Kathryn Howell
   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, Dana G. Welcker
   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, Dana G. Welcker
   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, Donald M. Maciejewski
   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

KATHRYN HOWELLis a Certified Paralegal® with the law firm Alexander DeGance Barnett, P.A. in Jacksonville, Florida, where she focuses on labor and employment litigation, and trial practice. She has jury and non-jury trial experience in Federal and State Courts in northeast Florida and has also participated in arbitrations. She earned her B.S. in Finance from Indiana University E. W. Kelley School of Business and her A.S. in Paralegal Studies from Vincennes University. Throughout her 15+ year career, Ms. Howell has implemented technology in her practice and even served as systems administrator while a working as a paralegal for an estate planning firm in Indianapolis. She is a member of the National Association of Legal Assistants, is a current member of the Board of Directors of the Northeast Florida Paralegal Association, and also serves as its Technology Committee Chairperson.

DONALD M. MACIEJEWSKI is a partner in the law firm of Zisser, Robison, Brown, Nowlis, Maciejewski & Cabrey, P.A., in Jacksonville, Florida. Mr. Maciejewski is a consumer justice attorney who represents both adults and children who have been injured by defective products or through the carelessness of others. His plaintiffs' practice focuses on aviation, airplane and helicopter crash litigation, personal injury suits, and complex product liability suits. Mr. Maciejewski is a retired Army officer and helicopter pilot and holds a commercial instrument rating in helicopters, with extensive flight experience. He has represented plaintiffs in a wide variety of air crash and products liability cases involving commercial, general aviation and military aircraft. Mr. Maciejewski also has represented children in a variety of negligence cases involving defective toys, household appliances and transportation-related accidents. Law and Politics voted him a Florida "Super Lawyer" in 2006, 2007 and 2008, acknowledging him as being in the top 5% of all attorneys in the state of Florida. Florida Trend magazine named him one of Florida's "Legal Elite" for 2007, honoring him as being among the top 2% of all attorneys in the state of Florida. Mr. Maciejewski earned his B.S. degree from John Carroll University, his M.S. degree from the University of Southern California, and his J.D. degree from the University of Baltimore School of Law. He is a member of the Florida Justice Association, the America Association for Justice, the American Bar Association, the Maryland State Bar Association, Inc., The Florida Bar, the State Bar of Georgia and the District of Columbia Bar. Mr. Maciejewski is an active member of the Army Aviation Association of America, the American Helicopter Society and the American Society of Safety Engineers, and he is a board certified aviation law attorney.

DANA G. WELCKER, ACP, FRP, is a paralegal with Murphy & Anderson, P.A. in Jacksonville, Florida. Ms. Welcker has been a paralegal for more than 16 years and has been awarded the designation of Advanced Certified Paralegal (ACP) in trial practice by the National Association of Legal Assistants. She is also a Florida Registered Paralegal through The Florida Bar. Ms. Welcker's experience has been in personal injury, products liability, bankruptcy, medical malpractice, real estate, litigation, and securities. Ms. Welcker's work focuses on discovery and trial preparation. She is currently the president of the Northeast Florida Paralegal Association and a member of the National Association of Legal Assistants.

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