Litigation Case Management: Best Practices for Paralegals


Re-Broadcast on June 1, 2017

Litigation is War. How you organize yourself, your team and your case has a huge impact on your ability to manage a case from its inception through trial. This program will provide tips, strategies and checklists from a seasoned litigation paralegal.

Key topics to be discussed:

  • Organize yourself, your attorney and your case: Document Control and Litigation Support
  • People Management: Consider Your Relationships
  • How Experienced Paralegals Use Case Management Strategies to Prepare for Trial

Date / Time: June 1, 2017

  • 2:00 pm – 5:15 pm Eastern
  • 1:00 pm – 4:15 pm Central
  • 12:00 pm – 3:15 pm Mountain
  • 11:00 am – 2:15 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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Re-Broadcast on June 1, 2017

stephanie-elliottStephanie B. Elliott, NCCP is a senior litigation paralegal with McNair Law Firm, P.A., where she specializes in patent, corporate and complex business litigation. Her experience encompasses employment litigation, personal injury, insurance defense, trust and estates, and corporate and complex business litigation. She has more than twenty years’ experience with filings in the North Carolina Complex Business Court; state court filings in counties across North Carolina; and federal filings in the Western, Eastern and Middle districts of North Carolina. In addition, she has over ten years’ experience in law office management. Ms. Elliott is a part-time instructor for the paralegal certificate program at the University of North Carolina at Charlotte and serves on the program advisory board. She is also a part-time instructor for Gaston College’s paralegal program. She is a member of the Program Review Board for the Institute for Paralegal Education, and has been a featured speaker for IPE and the National Business Institute for more than ten years. She was a featured speaker for the NALA Campus Live! CLE offerings during the spring/summer sessions of 2014 and 2015, and her articles have been featured in NALA’s Facts and Findings. She has also been a featured speaker for the North Carolina Bar Association on such topics as preparing large document cases for trial, and preparing for depositions. Ms. Elliott is very active in the North Carolina Paralegal Association, where she has served as President, Vice President, NALA Liaison, Executive Committee Member, Articles and Associations news editor. She is currently serving on the North Carolina Bar Association’s Paralegal Division Council.

Ms. Elliott earned her B.S. degree from the University of North Carolina at Charlotte and her Paralegal Technology Post-Baccalaureate Diploma graduate degree from Central Piedmont Community College. She earned the designation of North Carolina certified paralegal (NCCP) from the North Carolina State Bar Board of Paralegal Certification in 2005. Ms. Elliott was awarded Gaston County Paralegal of the Year in 2007, was nominated for the North Carolina Bar Association Paralegal of the Year Award in 2010. She was awarded the Paralegal Gateway’s Paralegal Superstar Award in 2011, and the NALA Affiliates Award in July 2014.

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Section I. Document Control and Litigation Support: Organize yourself, your attorney and your case
a) Implementing Structured Management Procedures
b) Case Management Systems and Form Banks
c) Developing Strategy for each phase of your suit:  Prepare for pleadings, discovery, mediation and trial
d) Computer Imaging and Scanning
e) Notebooks- The What, When and How
f) Special Issues Relating to Document Intensive Cases

Section II. People Management: Consider your relationships
a) Clients – Communication, Correspondence and Guidance
b) Witnesses, Vendors and  Experts
c) Focus Groups/Mock Trials

Section III. How Experienced Paralegals Use Case Managfement Strategies for Trial
a) Documents and Lists That Will Prove to be Invaluable
b) Organizing Trial Files for Easy, Efficient Access
c) Evidence and Exhibits
d) Advance Planning With the Clerk and Other Court Staff