Learn essential recordkeeping and discovery skills to manage cases efficiently, stay organized, and uphold the highest ethical standards in paralegal practice.
This course will cover recordkeeping and discovery techniques that every paralegal should know, along with practical tips for staying organized throughout production and discovery. We will discuss working with clients, attorneys, and third parties to obtain the necessary records for each case and keeping them easily accessible from start to finish. The program will provide an overview of the paralegal’s role in managing a case from beginning to end, including discussions on deadlines, preparing discovery, indexing, organization, trial preparation, and legal obligations. We will also address the fine line between providing client assistance and engaging in the unauthorized practice of law.
Agenda
- A General Overview of Discovery and Deadlines
- Indexing, Bates Labeling, and Filing
- Communication With Clients, Attorneys, and the Court
- Getting Documents From Third Parties
- Preparation for Trial
- Taking the Case to the Finish Line and Closing Files
Speakers
Kelly Burris,
Cordell & Cordell- Partner at Cordell & Cordell, the largest law firm specializing only in family law in the U.S.
- Board certified in family law by the Texas Board of Legal Specialization
- 21 years in practice
- Previously listed as a Super Lawyer and Rising Star in Texas Monthly
- Quoted in the London Telegraph and other national and international publications in articles relating to divorce and cryptocurrency
- Articles published in Divorce Magazine and Family Lawyer Magazine on cryptocurrency and divorce
- Taught CLEs all over the country regarding cryptocurrency in family law
Who Should Attend
This live webinar is designed for paralegals and legal assistants.
