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, Sona G. Schmidt
   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, Karen C. McCall
   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, Mary H. Mark
   1. How to Handle Information Gained Through Informal Discovery
   2. Early Case Assessment - Preparing for the Rule 26(f) Hearing
   3. Requests for Disclosure and Production
   4. Interrogatories and Requests for Admission
   5. Deposition Preparation, Organization and Management
4. DOCUMENT CONTROL AND LITIGATION SUPPORT
   1:00 - 2:15, Jessica D. Garcia
   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, Patty H. Allred
   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, Patty H. Allred
   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

PATTY H. ALLRED has more than 29 years of experience as a paralegal and works as a senior litigation paralegal at Jones Waldo Holbrook & McDonough, PC in Salt Lake City, Utah. Her primary focus is personal injury litigation, medical malpractice, and civil litigation practicing in both federal and Utah state courts. Ms. Allred has been an adjunct professor at Salt Lake Community College and Broadview University, where she has taught classes in the paralegal studies programs such as paralegal procedures, basic legal writing, and the CP/CLA Prep Class. She also teaches a CP/CLA Workshop for the general public. Ms. Allred earned her A.A. degree from Utah Technical College and her B.S. degree from the University of Utah. She is currently working on her Master's degree. Ms. Allred has been an active member of NALA since 1994 and was one of 14 participants in NALA's 2007-2008 inaugural LEAP (Leadership Enhancement and Presentation) program. She also has served one term as the Region VII director for NALA,as well as the second vice-president for LAAU (Legal Assistant's Association of Utah), and is an active member of the Utah State Bar (Paralegal Division). Ms. Allred is currently serving as the Secretary for LAAU.

JESSICA D. GARCIA is a litigation paralegal and litigation support specialist with the Salt Lake City, Utah firm of Workman | Nydegger, where she specializes in complex civil litigation and litigation support. Ms. Garcia conducts legal and factual research, as well as preparing pleadings, memoranda, briefs, witness lists, exhibits and trial notebooks. She also coordinates and manages document production, organizes pleadings and trial exhibits, and assists lawyers at trial.

MARY H. MARK is the client relations manager at Orange Legal Technologies, a leading electronic discovery provider of one source litigation, audit, and investigation support services for law firms and corporations. She is responsible for managing and developing procedures and processes for OrangeLT's new division, attorney/paralegal document review services. Ms. Mark earned her B.A. degree from San Diego State University and her certificate of paralegal studies from the University of San Diego. She has more than 30 years experience as a complex litigation paralegal, was a paralegal instructor at Salt Lake Community College and is instrumental in developing SLCC's course curricula, including the use of technology in litigation. Ms. Mark is a member of the Utah State Bar's Paralegal Division, and the past president of both the Legal Assistants Association of Utah and the Salt Lake Chapter of the National Association of Women Business Owners. She is a recipient of the Salt Lake Chamber's Pathfinder Award and was recognized by Utah Business Magazine as one of Thirty Innovative Women.

KAREN C. MCCALL is a paralegal with Vantus Law Group in Salt Lake City, Utah, where she specializes in insurance defense, asbestos defense and products liability. Ms. McCall conducts medical, legal and factual research, and investigations. She also prepares pleadings, memoranda, briefs, witness lists, exhibits, trial notebooks, deposition schedules and summaries. Ms. McCall is responsible for coordinating and managing document production, organizing pleading and trial exhibits, assisting lawyers at trial, gathering and reviewing medical records, and keeping calendars for cases involving the firm's largest clients. She earned her B.A. degree from California State University, Fullerton, and her paralegal certification from Fullerton College. Ms. McCall is a member of the paralegal division of the Utah State Bar, where she has served as a past secretary and as a finance officer on the board of directors. She is a liaison to the Utah Bar Journal, where she also has had several articles published.

SONA G. SCHMIDT is a paralegal with the Murray, Utah firm of Stegall & Associates, where she specializes in insurance defense and patent law litigation. Ms. Schmidt's areas of responsibility include client interviews and preparing pleadings, memoranda, briefs, witness lists, exhibits and deposition schedules. She also locates and interviews witnesses and experts, gathers and reviews medical records, and maintains general client contact. Ms. Schmidt earned her B.A. degree from the University of Utah and her paralegal certificate from Westminster College.

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