Paralegals: The Ultimate Manager of Cases & Documents


Re-Broadcast on September 25, 2017

The management of a case file begins the moment a prospective client contacts the attorney about a potential matter to the assignment of a case from an insurance carrier. To properly manage a case, a paralegal must understand the multitude of case management steps from conflict of interest checks up to the steps necessary for Trial. Additionally, with each case comes numerous documents that the paralegal must also manage.  Being organized is key for managing cases and documents. This CLE will provide tips and tricks to both manage case related items such as Court deadlines and case related events as well as the various documents received during the pendency of a case from start, through discovery, and ultimately up to and including Trial.

Key topics to be discussed:

  • Case Management
  • Technology for Case Management
  • Case File Material Management
  • Ethics Related to Case and File Material Management

Date / Time: September 25, 2017

  • 2:00 pm – 4:00 pm Eastern
  • 1:00 pm – 3:00 pm Central
  • 12:00 am – 2:00 pm Mountain
  • 11:00 am – 1:00 pm Pacific

Choose a format:

  • Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
  • On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date.

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MindiSchaefer_1Mindi Schaefer, M.S., RP, OSBA, AACP

As Administrative & Paralegal Support Director, Mindi Schaefer is responsible for the management of the administrative and paralegal support staff in the Columbus office which includes recruiting, training, work-flow coordination, productivity management, and continuing legal education. Additionally, she analyzes public relation and promotional strategies for the firm including sponsorship activities, pro bono opportunities, and speaking engagements. She researches print and electronic media options for the firm to promote and advertise the firm. In addition, Mindi focuses on social media implementation and website content management to maintain fresh and current firm content.

Mindi participates in various types of litigation cases in the areas of medical malpractice, dental malpractice, professional liability, general liability, governmental entity liability, business planning, and business disputes. She handles all aspects of the legal process including investigation, discovery, file management, and trial preparation. Through her work as a paralegal at Poling Law, Mindi works closely with clients, counsel, and the legal community to illustrate the firm’s belief in results, service, and relationships.

Mindi actively participates in the Paralegal Association of Central Ohio and presently holds the positions of President of the Executive Board and Advisory Board Chair. She is a continuing legal education presenter with the Columbus Bar Association, National Federation of Paralegal Associations, and Institute for Paralegal Education (based in Altoona, Wisconsin) focusing on the areas of case preparation from start to Trial and document management. Mindi has been a featured author with the Columbus Bar Friday Paper (affiliated with The Daily Reporter / Columbus Bar Association), Paralegal Association of Central Ohio (“PACO”), and National Paralegal Reporter (affiliated with the National Federation of Paralegal Associations) focusing on topics associated to paralegals, PACO, employment, mentoring, and trial preparation. She is also a frequent guest speaker at Capital University Law School, Columbus State Community College, ITT Technical Institute, Miami-Jacobs Career College, and local area high schools focusing on interviewing, entering the paralegal profession, and the overall paralegal profession in Central Ohio.

myLawCLE does not seek approval for all Paralegal Training courses with individual State Bars. However, myLawCLE does seek approval for such courses with the National Association of Legal Assistants (NALA) and National Federation of Paralegal Associations (NFPA).

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Section I. Case Management
a) Conflict of Interest
b) Cover Sheets
c) Team Assignment
d) Court Imposed Deadlines – Local Rules/Judge’s Rules/Case Orders
e) Case Management Deadlines
f) Team Handlers for Specific Case Tasks

Section II. Technology for Case Management
a) Outlook – Calendar/Task/Contacts
b) Case Management Software
c) DIY Case Management Programs

Section III. Case File Material Management
a) Processing Incoming Materials via Mail/Fax/Email
b) Electronics and Hard Files
c) Discovery Production including privilege logs and document tracking
d) Medical Records
e) Scheduling
f) Vendors
g) Organization of Pleadings/Correspondence/Discovery

Section IV. Ethics Related to Case and File Material Management
a) UPL
b) Confidentiality