Register: https://ipe.nbi-sems.com/ProductDetails/Case-Files-Guide-for-Paralegals-Creating-Managing-Closing/Video-Webinar/98135ER_4036063?st=WA

Program Description

Types of Case Records, Tips for Delegating Tasks, Legal Essentials of Notifying Clients, and More

In this practical course, join our expert faculty as they walk you through the nuts and bolts of creating, managing, and closing case files. Examine paralegal best practices for developing a filing system, explore creative ways to juggle multiple deadlines, and identify essential guidelines for drafting file-closing policies. Build your knowledge - register today!

• Discover the dos and don'ts of creating and using a case management system.
• Develop strategies for organizing files.
• Pick up time-tested techniques for tracking deadlines and court dates.
• Demonstrate best practices when closing files.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Who Should Attend

This intermediate level program is designed to provide attendees with real-life case document management tips and tricks. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. Case Intake and File Opening: Tips for Creating a Case Map, Conducting Interviews, etc.
2. Techniques for Developing a Case Management System (Including Software Recs)
3. Do's and Don'ts of Organizing and Storing Case Files
4. Paralegal Best Practices for Tracking Court Dates and Other Key Deadlines
5. How to Properly Close a Case File: Legal Best Practices for Paralegals