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.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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
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Credit
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 20, 2025.
Call 1-866-352-9540 for further credit information.
- NALA 1.0
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.0 hour(s).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
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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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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