Agenda / Content Covered

All times are shown in Eastern time

1. Preparing Pleadings, Motions and Briefs
   10:00 - 11:00, Sheridan Shauntee
   1. Preparing Pleadings
   2. Service and Filing (Including E-Filing)
   3. Drafting Common Motions
   4. Opposition, Affidavits, Memorandums and Orders
   5. Tips for Persuasive Writing and Cite-Checking
2. Discovery Requests, Responses and Document Productions
   11:15 - 12:00, Sheridan Shauntee
   1. Preparing Disclosure Statements
   2. Discovery Requests
   3. Preparation and Service of Subpoenas
   4. Discovery Responses and Objections
   5. Document Retrieval, Review and Production
   6. Collecting, Reviewing and Producing Electronic Documents
   7. Creating Privilege Logs
3. Depositions: Scheduling, Preparation and Summaries
   12:00 - 12:45, Sheridan Shauntee
   1. Setting Up/Scheduling Depositions
   2. Deposition Preparation
   3. Reviewing and Summarizing Depositions
4. Litigation Case Management, Organization and Communication
   1:15 - 2:45, Karin M. Scheehle
   1. Calendaring and Docketing
   2. Tracking Systems
   3. Document Management
   4. Organizing Case Files
   5. Coordinating Communications Between Parties
   6. Leveraging Technology in Litigation
   7. Savvy Legal Research and Online Investigation Tips
5. Trial Preparation and Assistance
   3:00 - 4:00, Karin M. Scheehle
   1. Jury Instructions
   2. Organizing Exhibits and Other Demonstrative Evidence
   3. Exhibit and Witness Lists
   4. Preparing Trial Binders
   5. Trial Site Preparation
   6. Assisting at Trial and Post-Trial Wrap-up
6. Ethics for Litigation Paralegals
   4:00 - 5:00, Karin M. Scheehle
   1. Avoiding UPL in Litigation
   2. Handling Client Files
   3. Billing and Timekeeping
   4. Ethics of Discovery and Evidence
   5. Maintaining Confidentiality

Accreditation Details:

KARIN M. SCHEEHLE is a litigation paralegal for Gallagher & Kennedy, P.A., in Phoenix, Arizona, working on multi-million dollar personal injury cases. She has more than 30 years of experience working in the legal profession and is an experienced litigation paralegal, law firm administrator, and technology manager. Although the vast majority of her experience has been in litigation, she has also worked in other areas of the law including real estate, corporate, admiralty, and administrative law. Ms. Scheehle has assisted in more than 50 trials in California, Texas and Arizona, including the largest securities trial in Maricopa County where more than 9,000 exhibits were marked and more than 60 witnesses testified. She specializes in technology enhanced case management and electronic trial presentation. Ms. Scheehle received her certified paralegal designation from the National Association of Legal Assistants (NALA) and several advanced certifications in litigation, personal injury, and e-discovery. She has a B.S. degree in management, graduating with honors, and an M.B.A. with emphasis in technology management. Ms. Scheehle is a certified case logistics administrator and a certified eDiscovery specialist. She has taught numerous seminars both locally and nationally, predominately in the areas of litigation, technology, ethics, case management, and law firm management. Ms. Scheehle has had articles published in both local and national publications. She has also served as a guest lecturer at several legal assistant schools and currently teaches as adjunct faculty in the ABA approved Legal Studies program at Phoenix College in Phoenix, Arizona. Ms. Scheehle served on the Board of Directors of the Arizona Paralegal Association for 15 years and NALA's Board of Directors for 10 years. She also served on NALA's Certifying Board for three years and on the Professional Development Committee for three years (including two years as chair). Ms. Scheehle served on several NALA committees tasked with developing advanced certification courses and is a frequent lecturer for NALA Campus Live and co-presented technology-related seminar tracks at three NALA national conventions.

SHERIDAN SHAUNTEE is a paralegal with Crivello Carlson, S.C. Her principal areas of experience are personal injury litigation, civil liberties, and case management. She has extensive knowledge in legal databases and document procurement. Ms. Shauntee earned her undergraduate degree from University of Wisconsin-Madison and her M.S. degree in public policy from Drexel University.