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Paralegal and Legal Assistant Training Series: A Complete Guide to Skills Development

On Demand

What's Included

Practical Everyday Skills for Paralegals and Legal Assistants

  • The Ins and Outs of Adobe
  • Best Practices for E-Filing
  • Using Encrypted File Sharing Programs
  • Navigating Law Office Politics
  • Supporting Multiple Attorney

Client Communications

  • Managing Client Expectations 
  • Creating a Tickler System for Client Follow-Up
  • Dealing with Confidential Information or Sensitive Topics
  • Handling Difficult Clients
  • Managing Large Numbers of Clients
  • What is Client – Attorney Privilege
  • Avoiding the Unauthorized Practice of Law

Case Management and Organizational Skills

  • Expectations When Using Client Management Software
  • Coordinating Calendars
  • Approaches to Task Prioritization 
  • Moving Paperless

Depositions

  • Coordinating and Scheduling Depositions
  • What to Prepare Before a Deposition 
    • Expert Witnesses
  • Handling Transcripts 

Requesting Medical Records

  • Compiling a List of Providers
  • Issuing Record Requests
  • Working with Outside Vendors
  • Hospital Record Requests
  • Billing Records
  • Tips for Following Up on Outstanding Requests

Medicare and Liens

  • Medicare and the Lien Process
  • Introduction to Other Types of Liens 
  • Navigating the Lien Process
  • Template Letters and Forms

Trial Preparation

  • Getting Started: Logistics and the Basics
  • Trial Notebooks
  • Preparing and Tracking Exhibits and Demonstratives
  • Jury Selection
  • Surviving Trial