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, Nicholas M. Sydow
   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, Nicholas M. Sydow
   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, Jeanette DeAnda
   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, Jeanette DeAnda
   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, Linda A. Murphy
   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, Linda A. Murphy
   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

JEANETTE DEANDA is a contract paralegal in Albuquerque, New Mexico. Ms. DeAnda has more than 20 years of experience as a paralegal and legal administrator in the state of New Mexico and has worked on many successful, high-profile cases. She has also played an active role in case development. Her skill-set spans from inception to completion of legal actions, primarily in the areas of medical malpractice, personal injury, products liability, civil rights and employment law. Ms. DeAnda is a certified mediator and has worked on countless cases through the Bernalillo County Metropolitan Court as well as private businesses and individuals in the Albuquerque area for the past 20 years. As an active contributor to the development of the Legal Wellness Institute, an organization created for lawyers and staff to learn and implement a holistic approach to the practice of law through mindfulness and effective communication, she was among the presenters of this concept at the International Association for Holistic Lawyers Annual Convention at its inception. Ms. DeAnda has conducted employer/employee wellness workshops throughout the country, and is the founder and program director of the Workplace Wellness Center of New Mexico. She has been a member of the National Association of Legal Assistants, the International Association of Holistic Lawyers, and the Association of Legal Administrators. Ms. DeAnda studied at the University of New Mexico and New Mexico School of Natural Therapeutics.

NICHOLAS M. SYDOW is an attorney with Rodey Law Firm in their Albuquerque office, where he practices in the litigation department with an emphasis on complex and high-risk litigation. Mr. Sydow represents clients in complex procedural and appellate matters, including class action litigation in both state and federal courts. He also has experience coordinating large discovery efforts in such cases, including the management and production of electronic data. Mr. Sydow earned his B.A. degree, with high honors, and his M.A. degree from Stanford University, and his J.D. degree, cum laude, from Harvard Law School, where he was the Executive Editor for Solicited Articles for the Harvard Civil Rights-Civil Liberties Law Review. He is a member of the State Bar of New Mexico and the State Bar of California.

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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Phone: 866-240-1890

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