Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time

1. Paperless Process, Procedures and Pointers
   10:00 - 11:00, Karin M. Scheehle
   1. Realities of Going Paperless - Barriers, Benefits, Helpful Resources
   2. Overview of the Steps
   3. Creating a Manageable Conversion Plan
   4. Equipment, Software, Backups, Cloud Integration: What are the Best Options?
   5. Procedures for Incoming Mail, Existing Documents, Closed Files, Other Docs
   6. Authenticating Documents as They Arrive
   7. Intelligent Scanning
   8. Converting Files
   9. Adobe Tricks
      1. Bates Numbering
      2. Headers/Footers
      3. Bookmarking
      4. Optical Character Recognition and File Conversion
      5. Stamps
      6. Redaction
      7. Working With Metadata
2. Data Storage, Organization and Management
   11:15 - 12:15, Rebecca Terry
   1. Organizing and Labeling Files for Scanning and Retrieval
   2. Digital Collaboration Pointers
   3. Tips for Using Electronic Filing Systems
   4. Managing Multiple and Individual Files
   5. Checks to Ensure You're Adequately Storing Electronic Copy
   6. How to Prevent Data/File Loss
   7. Cloud Storage
   8. Security Concerns and Solutions
   9. Search and Retrieval Tools
   10. Electronic Storage and Destruction: When and How
3. What to do With Original, Hard-Copy Documents
   12:15 - 1:15, Karin M. Scheehle
   1. Retain, Destroy or Return to the Client?
   2. File Organization Strategies During Bulk Organization
   3. Determining the Best File Format for Each Document
   4. Document Naming and Storage
   5. Prioritizing Files for Easy Access
4. Paperless Litigation, E-Discovery
   1:45 - 2:45, Rebecca Terry
   1. Case Management Software
   2. E-Discovery
   3. Metadata Challenges
   4. Handling Large Volumes of E-Discovery Production
   5. Digital Trial Notebooks
   6. Paperless Exhibits - Creative Pointers
5. Cutting-Edge Mobile Devices, Programs and Apps for Paralegals
   2:45 - 3:45, Rebecca Terry
   1. Review of Mobile Devices
   2. Legal Research Tools
   3. Time Savers - Task and Project Management Apps
   4. Calendar and Contact Management
   5. Communicating With Clients
   6. Word Processing and File Saving
6. Paralegal Ethics: Emails, Phones and Computers
   4:00 - 5:00, Karin M. Scheehle
   1. Ethics of Email
   2. Client Data Confidentiality in the Cloud
   3. Keeping Your Phone Secure
   4. Keeping Your Computer Safe
   5. Legal and Ethical Implications of Using Apps

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. 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.

REBECCA TERRY has been studying and working in the legal field for more than 15 years. She has a thirst for legal knowledge. Ms. Terry completed the Legal Assistant Training Program from the Legal Studies Department at University of Illinois at Springfield. She also earned her B.A. degree in legal studies and political studies, as well as her master's degree in legal studies from the same institution. Ms. Terry began working for Stange Law Firm, P.C., in April of 2008 as a legal assistant working directly for partners Kirk C. Stange and Paola Arzu Stange. In 2012, she was promoted to full time office administrator, and is currently the director of administration whereupon she assists the partners in the managing of the offices. Ms. Terry is a frequent speaker for NBI on various paralegal topics, including ethics.