Session I – Practical Tips for Creating and Using a Trial Notebook – Sean Healy

In this session we will learn practical tips for creating and using a trial notebook. Creation of the trial notebook begins very early in the litigation process, you will learn why that is important. You will also learn how to effectively use your trial notebook in the courtroom during trial.

Key topics to be discussed:

• What type of notebook are you creating: Physical or digital?
• What materials should I include in my trial notebook?
• How can I use my trial notebook when arguing before the court
• Use of trial notebook during witness questioning

Session II – Organize, Prepare, Succeed: Trial Preparation Techniques for Paralegals – Heather Crawford

This session equips attendees with the essential tools and strategies needed to effectively support trial teams from pretrial planning through trial day execution. Focusing on the creation and management of trial notebooks, attendees will learn how to organize critical materials such as pleadings, exhibits, witness lists, and jury instructions in a format that ensures courtroom readiness. The session explores how to align trial notebook development with pretrial workflows using calendars, checklists, and collaboration with attorneys. Participants will also gain insight into building streamlined exhibit and witness management systems, including tips for pre-marking exhibits and coordinating with court staff and opposing counsel. Additionally, the session examines digital versus paper-based notebooks, offering practical guidance on using electronic tools and hybrid approaches for modern trial preparation. Concluding with trial day readiness, the session includes hands-on strategies for quick access to materials under pressure and practice techniques to help paralegals confidently support attorneys in high-stakes courtroom environments.

Key topics to be discussed:

• Importance of trial preparation and the use of trial notebooks
• Mastering the trial notebook: Organizing for success in the courtroom
• Pretrial planning and trial notebook integration
• Building an effective exhibit and witness management system
• Digital vs. paper: Creating trial notebooks for the modern courtroom
• Trial day readiness: What every paralegal should know

Session III – May It Please the Court: Effective Trial Practice – Hon. Stephen Kaus and Judge Judith H. Ramseyer

Judges view a successful trial as one that’s well-prepared and runs smoothly. That means having jurors, courtroom staff, exhibits, and technology ready ahead of time, and resolving key motions early. During trial, it’s important to stay organized, scheduling witnesses carefully, limiting surprise motions, and avoiding delays that waste jurors’ time. Judges appreciate it when attorneys work efficiently, present clearly, and treat the courtroom team with respect. Good preparation keeps things moving, shows competence, and shapes how the jury sees the case.

Key topics to be discussed:

• Prepare early and thoroughly: Have jurors, courtroom staff, exhibits, and technology ready well in advance
• Resolve motions ahead of time: File dispositive and in limine motions early to give the judge time to rule
• Stay organized during trial: Keep witness schedules tight, avoid last-minute motions, and minimize downtime
• Respect courtroom dynamics: Collaborate with staff, understand courtroom procedures, and be courteous to the team
• Present efficiently: Use clear visuals, concise arguments, and avoid belaboring points to maintain juror attention
• Perception matters: Strong preparation and professionalism influence how jurors view your case and your competence

Closed-captioning available