Recordkeeping Techniques for Paralegals

$149.00

SKU: 409980

Description

Gain an understanding of important document preparation techniques, as well as compliance requirements, so your recordkeeping is precise and efficient.
This course will cover recordkeeping and discovery techniques that every paralegal should know and tips on staying organized with production and discovery. We will discuss working with clients, attorneys, and third parties to get the records that are needed for cases and keeping them easily accessible throughout the case. We will provide an overview of the paralegals role in taking a case from beginning to end. This will include a discussion on deadlines, preparing discovery, indexing, organization, and preparing for trial as well as legal obligations. We will discuss the fine line between client assistance and the unauthorized practice of law.

Date: 2023-04-24 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

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

NALA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Kelly Burris-Cordell & Cordell