Slide Deck

49 Slides available anytime
  • 49 Slides

Recordkeeping Techniques for Paralegals

 

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

Faculty

Kelly Burris

Kelly Burris

Cordell & Cordell

  • Partner at Cordell & Cordell, the largest law firm in the U.S. devoted exclusively to family law
  • Over 21 years of legal practice
  • Board Certified in Family Law by the Texas Board of Legal Specialization
  • Has taught CLE courses nationwide on various aspects of family la
  • Previously recognized as a Super Lawyer and Rising Star in Texas Monthly
  • Quoted in Newsweek, The New York Times, The London Telegraph, and other national and international publications on topics related to divorce, cryptocurrency, and other divorce-related issues
  • Published articles in Divorce Magazine and Family Lawyer Magazine

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