Litigation is much easier when you don't have to think twice about finding important case documents. This focused, full-day program will reveal practical, creative, and cost-effective techniques to help you stay on top of even the most document-intensive cases. Get and stay organized - register today!
Review the most effective ways to organize a legal case file.
Simplify document management with SharePoint and other Microsoft products.
Get tips for managing both incoming and outgoing discovery documents.
Organize medical and other records in a way that is most useful to you and your attorney.
Ensure your attorney can access exhibits and other documents at the drop of a hat at trial.
Case File Organization & Electronic Document Management
MS SharePoint, Word, Excel, & Adobe
Discovery Document Management: Incoming Discovery
Discovery Document Management: Outgoing Discovery
Managing Medical, Financial, & Other Types of Records
Organizing Documents for Trial: Notebooks, Exhibits, Exhibit & Witness Lists
Emails: Practical Insights for Taming Your Inbox
Paralegal Ethics: Following the Rules & Your Moral Compass
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Civil Trial Law, Family Law, Personal Injury Trial Law.
LAURA A. DANIELSON is currently the director of client services at HaystackID, Inc. She brings over three decades of experience and is considered an industry expert in the following areas: complex litigation, specializing in consulting, best practices in litigation technology and support, ESI, data management, and trial advocacy for corporations and law firms. Ms. Danielson is a former litigation paralegal and project manager, published author, and frequent speaker/instructor. She has participated in over 100 trials in federal and state courts nationally, and has been on numerous winning trial teams, with her work focused in the areas of intellectual property, product liability, toxic tort, and complex litigation. In addition, she has worked on mock trials, focus groups, arbitrations, and assisted counsel in preparation for mediations. Ms. Danielson holds a bachelor's degree in political science, and an associate degree in paralegal studies. She holds the following certifications: certified records manager (CRM), project management professional (PMP) Six Sigma-Green Belt, and Six Sigma-White Belt. Currently, she is a member of the Project Management Institute (PMI), Association of Records Managers and Administrators (ARMA), Six Sigma, and Women in E-Discovery (WiE) where she is member of the national leadership team for WiE.
KARIN M. SCHEEHLE is a litigation paralegal for Gallagher & Kennedy 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. degree 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.
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