Creating a Trial Notebook


CLE credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

Every experienced trial lawyer tries a case with a trial notebook. The essence of a good trial notebook is putting together everything you need to try your case in one place. This program will tell you how to do this: how to prepare and use a trial notebook, both hard copy and electronic, including what goes into each and what doesn’t. You will learn how to prepare a trial notebook that will take you from pre-trial to judgment, starting with pre-trial orders and filings and proceeding through jury voir dire, opening statement, direct and cross-examination, expert testimony, exhibits, closing argument, and jury instructions and verdict form.

Key topics to be discussed:

You will learn how to put together a trial notebook that will help you in

•   Preparing your voir dire examinations
•   Organizing direct examination
•   Setting up effective cross-examination
•   Organizing and getting exhibits into evidence
•   Getting ready for closing argument

Date / Time: February 24, 2021

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 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 5 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: March 9, 2020

Daniel R. Shulman, Esq. is a trial lawyer in Minneapolis, Minnesota, who has been trying cases since 1970. He has been chief counsel in antitrust litigation involving major industries in a variety of cases ranging from data storage, media, food, oil and gasoline, airlines, consumer electronics, medical electronics, health care, thoroughbred horses, and many other areas. Mr. Shulman has also been counsel in trademark and patent infringement actions and has an active pro bono civil rights practice. He continues to write and lecture extensively. He is a fellow of the American College of Trial Lawyers; the International Academy of Trial Lawyers, the Litigation Counsel of America, Trial Lawyer Honorary Society; and the Nation’s Top One Percent, National Association of Distinguished Counsel. He is also a member of the American Bar Association, Minnesota Bar Association and Hennepin County Bar Association. Mr. Shulman has been listed in The Best Lawyers in America,® 1993-2020. He was named a Minnesota Attorney of the Year for 2012 and 2018. He earned his undergraduate degree, with honors, from Harvard University, his master’s degree from Yale University; and his Juris Doctorate degree, cum laude, from Harvard Law School.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

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    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

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Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. Crystalizing the Case Theme and Trial Strategy

Section II. Cutting Out Clutter: What to Include and What to Exclude

Section III. Voir Dire and Beyond: Developing Key Sections

Section IV. The Heart of the Notebook: Witnesses and Exhibits

Section V. Highlighting and Flagging Key Portions

Section VI. Organizing the Notebook – What Works Best

Section VII. Electronic Trial Notebooks

Section VIII. Pointers on Working with Support Staff

Section IX. Tips to Make Your Trial Notebooks More Effective (and Mistakes to Avoid)

Section X. Using the Notebook and Troubleshooting from the Courtroom