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, Sarah H. Kaufman
   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, Nell K. Wagner
   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, Joy C. Belk
   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, Toni Waits Strapp
   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, Jennifer D. Maldonado
   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, Deborah L. Shutt
   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

JOY C. BELK NCCP is a paralegal for North Carolina Prisoner Services, Inc., where a few of her responsibilities include conducting client and witness interviews, preparing interview and file summaries, examining and preparing a variety of legal documents, providing assistance to attorneys in trial preparation and reviewing trial transcripts. Ms. Belk handles all aspects of a case from initial client contact to trial preparation and participation. She earned her B.A. degree from East Carolina University and completed her Paralegal Program at Meredith College. She is a member of the North Carolina Bar Association - Paralegal Division Board Member, a liaison for NC Leap and co-chair for the North Carolina Bar Association Paralegal Division and Legal Aid of North Carolina Seminar.

SARAH H. KAUFMAN is a paralegal in the law firm of Ellis & Winters, LLP, where her cases frequently focus on toxic torts, primarily in the federal court system. She handles large document litigation and is responsible for all aspects of the case from initial client contact to trial preparation and participation. Ms. Kaufman teaches in the Meredith College Paralegal Program, including teaching a civil litigation specialty course and law office management course. She earned her B.A. degree from East Carolina University and her paralegal certificate from Meredith College. Ms. Kaufman earned her C.P. designation in 1987 from the National Association of Legal Assistants.  She is a member of the Paralegal  Division of the North Carolina State Bar Association.

JENNIFER D. MALDONADO is a partner in the Raleigh law firm of Yates, McLamb & Weyher, L.L.P. Ms. Maldonado's practice is concentrated in the defense of personal injury, construction and coverage litigation. She is an experienced litigator, having tried cases in both federal and state court. Ms. Maldonado is a member of the North Carolina Bar Association, the Wake County Bar Association, the North Carolina Association of Defense Attorneys and the Defense Research Institute. She earned her B.A. degree from the University of North Carolina at Chapel Hill and her J.D. degree from Campbell University, School of Law.

DEBORAH L. SHUTT is a paralegal in the litigation department of Williams Mullen.  Ms. Shutt has earned the designation of North Carolina Certified Paralegal (NCCP) from the North Carolina State Bar Board of Paralegal Certification and has 27 years of experience as a litigation paralegal.  Her practice areas include commercial litigation; employment law litigation; trademark, environmental and product liability litigation; appellate and certificate of need litigation within the state, federal and administrative court systems of North Carolina. Ms. Shutt previously served as a guest instructor at the Meredith College Paralegal Program on the topic of electronic discovery.  She is a member of the North Carolina Association of Defense Attorneys Paralegal Division and the North Carolina Bar Association Paralegal Division.

TONI WAITS STRAPP is a litigation paralegal with the Raleigh law firm of Young Moore and Henderson, P.A.  She is assigned to a litigation team that specializes in business litigation, construction law, product liability, and professional liability cases. In her work as a paralegal, she has been responsible for all aspects of the case from initial client contact to trial preparation and participation. She formerly taught an introductory course for the paralegal program at Carteret Community College. Ms. Strapp received her B.A. degree, summa cum laude, from Northern Arizona University and her A.A.S. degree, in paralegal technology, with honors, from Carteret Community College. She has been a litigation paralegal for 17 years.  Ms. Strapp is a member of the North Carolina Bar Association (member, Legal Assistant's Division ). 

NELL K. WAGNER is a paralegal in the Raleigh law firm of Knott, Berger & Miller, LLP, where she conducts medical research; legal and factual research; investigations; and client interviews. Ms. Wagner also prepares pleadings, memoranda and briefs; witness lists and exhibits; trial notebooks; demand and settlement documents; and deposition schedules and summaries. She handles all aspects of the case from initial client contact to trial preparation and participation. Ms. Wagner coordinates and manages document production; locates and interviews witnesses and experts; organizes pleadings and trial exhibits; assists lawyers at trial, gathers and reviews medical records and maintains general client contact. She earned her B.S. degree from North Carolina State University and earned a paralegal certificate from Meredith College. Ms. Wagner is an adjunct professor at Meredith College where she teaches law office management. She is a member of the North Carolina Bar Association Paralegal Division.

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

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