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, Howard C. Lee III
   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, Howard C. Lee III
   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, Kenneth T. Bailey and Eileen R. Geller
   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, Kenneth T. Bailey and Eileen R. Geller
   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, Kenneth T. Bailey and Eileen R. Geller
   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, Michelle Hargrove-Banks
   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

KENNETH T. BAILEY is an attorney who currently practices in the Richmond, Virginia area. His experience includes defending manufacturers in product liability, toxic tort, premises liability, construction liability and personal injury matters. He is well versed in the area of electronic discovery and the requirements for compliance with various federal and state guidelines related to this ever developing area. Mr. Bailey has participated in arbitration proceedings, private and court mandated mediations, multidistrict litigation conferences, and has handled matters through trial. He also has authored various discovery and dispositive motions at the trial and appellate court levels and has appeared in multiple jurisdictions in defense of his clients. Mr. Bailey earned his B.S. and M.P.A. degrees from the State University of New York, College at Brockport, and his J.D. degree from Fordham University School of Law. He is admitted to practice in New Jersey, New York, Connecticut and Virginia, as well as before the U.S. Supreme Court, the U.S. District Court for the Southern District of New York and the U.S. District Court for the Northern District of Florida. Mr. Bailey is a member of the American, Virginia and New York State bar associations; the Defense Research Institute; and the Virginia Association of Defense Attorneys.

EILEEN R. GELLER is an attorney with the firm of Bowman and Brooke, LLP, where she is a key team member on many cases involving warranty claims, products liability defense and intellectual property litigations. Ms. Geller has acquired legal experience as a summer law clerk with Bowman and Brooke, LLP, and other law offices in the Richmond area. She applies that experience, in which she researched legal issues and drafted responsive pleadings and motions, to her practice. Ms. Geller is a former Emmy award-winning television journalist. She earned her B.S. degree, cum laude, from Syracuse University and her J.D. degree, magna cum laude, from the University of Richmond, The T.C. Williams School of Law. She is admitted to practice in Virginia and before the U.S. District Court for the Eastern District of Virginia. Ms. Geller is a member of the Virginia and Richmond bar associations, the Defense Research Institute, the Virginia Association of Defense Attorneys and the American Business Women's Association.

MICHELLE HARGROVE-BANKS is a paralegal with the firm of Bowman and Brooke, LLP, in the firm's Richmond office. Ms. Hargrove-Banks assists in all phases of case preparation, including discovery and trial. She assists in trial preparation and organization of files, exhibits and trial outlines. In addition, Ms. Hargrove-Banks attends trials nationwide that may extend from two to nine weeks or greater in length. She also performs other duties and special projects and tasks as assigned. She conducts legal and factual research; prepares pleadings, memoranda and briefs, witness lists and exhibits, and trial notebooks; and she 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. Ms. Hargrove-Banks earned her B.A. degree from Virginia Union University. She is a member of the Alpha Kappa Alpha Sorority, Inc.

HOWARD C. LEE III is a paralegal in the Richmond law firm of Allen, Allen, Allen & Allen, P.C. Mr. Lee has been a paralegal for more than 19 years and joined the firm in 1999. His work is focused in the areas of tort and criminal law. He also has been a USAF Reserve paralegal since 1996 and currently holds the rank of Chief Master Sergeant. Mr. Lee is a member of the USAF Paralegal Association. He has lectured and written several articles on paralegal utilization and is active in numerous professional organizations. Mr. Lee earned his Bachelor of Applied Studies degree in Paralegal Studies, magna cum laude, from the University of Richmond; his Associates of Applied Science degree in Paralegal Studies from the Community College of the Air Force; and his Certificate of Paralegal Studies from Hampton University.

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