The Power of Paralegals & Legal Assistants


CLE credits earned: 2 GENERAL (or 2 OTHER for WA state)

Keith Shannon will provide a comprehensive look at how firms can best utilize paralegals and legal assistants, while avoiding the pitfalls that can occur due to the ethical rules and statutes prohibiting the unauthorized practice of law by non-lawyers. Starting with an overview of the history of the paralegal profession, he will provide a look into the restrictions imposed by the ABA Model Rules, state statutes and court decisions regarding the unauthorized practice of law, outlining practical tips for avoiding UPL problems for paralegals and legal assistants.

Keith will then take a look at some of the “hidden gems” of Microsoft Word to illustrate practical tips and tricks that are largely underutilized by attorneys and paralegals alike. He’ll show how the use of just a few features in Microsoft Word can make a huge difference in law firm efficiency and effectiveness.

Key topics to be discussed:

•   Paralegal profession and regulation
•   The ABA guide for the utilization and supervision of paralegals and legal assistants
•   Limited license legal technician
•   Law firm efficiency and how to change them
•   Microsoft Word other features to automate document preparation

Date / Time: December 30, 2019

•   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 7 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: November 8, 2019

Keith Shannon is in his eighteenth year as an instructor in the paralegal technology training program at Central Piedmont Community College in Charlotte, N.C., where he teaches legal research and writing, civil litigation, ethics, and law office management and technology. He received his undergraduate degree in journalism and his law degree from the University of Kentucky. He also holds a master’s degree in journalism from Marshall University.

He has worked as a speaker and seminar leader for SkillPath Seminars, presenting on the topics of time management and employment law. His articles on total quality management and media relations for attorneys have appeared in the South Carolina Lawyer magazine. He is the author of My Boss Wears Diapers: Tales of a Frazzled Dad, a humorous account of his days as an at-home dad to his two daughters. He has appeared as a guest on The Gen Why Lawyer podcast, The Legal Toolkit podcast, and the Lawsome podcast. In addition, he co-hosts Fourth Row Center, a theatre podcast, with his daughters, Kathleen and Kara.

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.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    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, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

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, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. The rise of the paralegal profession and regulation regarding the unauthorized practice of law

Section II. The ABA guide for the utilization and supervision of paralegals and legal assistants

Section III. The use of the “limited license legal technician” designation to expand the role of paralegal

Section IV. Microsoft Word default settings that are slowing down law firm efficiency and how to change them

Section V. The use of Microsoft Word shortcuts using quickparts, styles and other features to automate document preparation