Foundational Training for Associates & Lead Paralegals: Essential Knowledge for Law Firm Success

Eda Rosa
Eda Rosa | Eda Rosa LLC

With over two decades of experience aiding attorneys nationwide in efficient caseload management, creating reliable legal education programs, and improved client relationships, Eda founded Eda Rosa LLC on the principle of universal professionalism. Through her operational analysis plans and strong work ethic, she's saved firms millions while achieving optimal legal case outcomes.

Live Video-Broadcast: April 4, 2025

1.5 hour CLE

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Program Summary

Equip associates and lead paralegals with the critical skills needed to manage cases effectively, enhance collaboration, and contribute to law firm efficiency.

Key topics to be discussed:

  • Law Firm Operations & Workflow
  • Ethics & Professional Responsibility
  • Case Management & Legal Writing
  • Court Procedures & Filing Requirements
  • Leadership & Team Management
  • Business Development & Client Relations
  • Compliance & Risk Management
  • Practical Application & Certification

Date / Time: April 4, 2025

  • 12:00 pm – 1:40 pm Eastern
  • 11:00 am – 12:40 pm Central
  • 10:00 am – 11:40 am Mountain
  • 9:00 am – 10:40 am Pacific

Closed-captioning available

Speakers

Eda Rosa_myLawCLEEda Rosa, CEO | Eda Rosa LLC

Eda Rosa is the driving force behind Eda Rosa LLC, a legal education and professional development training company. With over two decades of experience aiding attorneys nationwide in efficient caseload management, creating reliable legal education programs, and improved client relationships, Eda founded Eda Rosa LLC on the principle of universal professionalism. Through her operational analysis plans and strong work ethic, she’s saved firms millions while achieving optimal legal case outcomes. Eda’s background includes 15 years as a paralegal in Florida, which inspired her to establish her own venture in 2017. She’s the host of Let’s Talk Paralegal podcast, author of the Let’s Talk Paralegal book, and an active member of select organizations like Lean In and Namati Global Legal Empowerment Network. Eda’s ultimate goal is to foster positive change by equipping legal professionals at all levels with essential skills for their career growth, which she achieves through webinars, podcasts, one-on-one sessions, speaking engagements, and online courses via Eda Rosa LLC. Her constant commitment to learning and embracing growth defines her philosophy.

Agenda

I. Law Firm Operations & Workflow | 12:00pm – 12:10pm

  • Law firm structures & team roles
  • Case lifecycle & workflow management
  • Legal technology & cybersecurity basics

II. Ethics & Professional Responsibility | 12:10pm – 12:20pm

  • ABA Model Rules & UPL for paralegals
  • Client confidentiality & privilege
  • Ethical communication & conflict resolution

III. Case Management & Legal Writing | 12:20pm – 12:30pm

  • Legal research, drafting, & editing
  • Discovery, e-discovery, & document prep
  • Calendaring & deadline management

IV. Court Procedures & Filing Requirements | 12:30pm – 12:40pm

  • Federal vs. state court processes
  • E-filing systems & litigation support
  • Drafting & managing motion practice

V. Leadership & Team Management | 12:40pm – 12:50pm

  • Delegation & workflow efficiency
  • Mentoring & training junior staff
  • Time management & burnout prevention

VI. Business Development & Client Relations | 12:50pm – 1:00pm

  • Understanding billable hours & AFAs
  • Client communication & expectation management
  • Networking & career growth strategies

Break | 1:00pm – 1:10pm

VII. Compliance & Risk Management | 1:10pm – 1:25pm

  • Data privacy laws & firm policies
  • Crisis management & legal problem-solving
  • Avoiding malpractice risks

VIII. Practical Application & Certification | 1:25pm – 1:40pm

  • Mock case studies & ethical dilemmas
  • Time management exercises
  • Certification & final Q&A session

Credits

Alaska

Approved for CLE Credits
1.5 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
1.5 General

Arkansas

Approved for CLE Credits
1.5 General

Arizona

Approved for CLE Credits
1.5 General

California

Approved for CLE Credits
1.5 General

Colorado

Pending CLE Approval
1.5 General

Connecticut

Approved for CLE Credits
1.5 Ethics / Professionalism

District of Columbia

No MCLE Required
1.5 CLE Hour(s)

Delaware

Pending CLE Approval
1.5 General

Florida

Pending CLE Approval
2 General

Georgia

Pending CLE Approval
1.5 General

Hawaii

Approved for CLE Credits
1.8 General

Iowa

Pending CLE Approval
1.5 General

Idaho

Pending CLE Approval
1.5 General

Illinois

Pending CLE Approval
1.5 General

Indiana

Pending CLE Approval
1.5 NLS Credit

Kansas

Pending CLE Approval
1.5 Law Practice Management

Kentucky

Pending CLE Approval
1.5 General

Louisiana

Pending CLE Approval
1.5 Law Office Management

Massachusetts

No MCLE Required
1.5 CLE Hour(s)

Maryland

No MCLE Required
1.5 CLE Hour(s)

Maine

Pending CLE Approval
1.5 General

Michigan

No MCLE Required
1.5 CLE Hour(s)

Minnesota

Pending CLE Approval
1.5 General

Missouri

Approved for Self-Study Credits
1.8 General

Mississippi

Pending CLE Approval
1.5 General

Montana

Approved for Self-Study Credits
1.5 General

North Carolina

Pending CLE Approval
1.5 General

North Dakota

Approved for CLE Credits
1.5 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1.5 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
90 Ethics / Professionalism

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.8 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1.5 General

Nevada

Pending CLE Approval
1.5 General

New York

Approved for CLE Credits
1.8 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
1.5 General

Oklahoma

Pending CLE Approval
2 General

Oregon

Pending CLE Approval
1.5 General

Pennsylvania

Approved for Self-Study Credits
1.5 General

Rhode Island

Pending CLE Approval
2 General

South Carolina

Pending CLE Approval
1.5 General

South Dakota

No MCLE Required
1.5 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
1.5 General

Texas

Pending CLE Approval
1.5 General

Utah

Pending CLE Approval
1.5 General

Virginia

Not Eligible
1.5 General Hours

Vermont

Approved for CLE Credits
1.5 Law Practice Programming

Washington

Approved via Attorney Submission
1.5 Other (Office Management)

Receive CLE credit in Washignton via attorney submission.
West Virginia

Pending CLE Approval
1.8 General

Wyoming

Pending CLE Approval
1.5 General

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  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

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only $395 yearly


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