Trial Notebook: A Step-by-Step Guide for Paralegals and Associates

Lisa M. Szyc
Lisa M. Szyc | Backus Burden

Over the years, Lisa has practiced in the areas of criminal defense, family law and general civil liability.

Live Video-Broadcast: December 6, 2024
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2 hour CLE
Tuition: $195.00
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Program Summary

This program will help paralegals and associates develop a blueprint for developing and creating a trial notebook from start to finish. We will discuss the importance of pre-trial preparation and various organization techniques. We will examine the old school vs. the new school- out with the cumbersome paper binders and in with the electronic notebooks. We will discuss the importance of the paralegals and associates role in the court room and managing the trial notebook during the trial- you must know the note book and the exhibits better than the lawyer, because paralegals are the key players in a successful trial.

Key topics to be discussed:

  • Early Preparation Strategies
  • Checklists and Organization Techniques
  • Mastering Electronic Trial Notebooks
  • Maximizing Trial Notebook Utility in the Courtroom
  • Case Studies and Real-World Applications

Date / Time: December 6, 2024

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

Speakers

Lisa M. Szyc_myLawCLELisa M. Szyc | Backus Burden

I graduated with a B.A. in Political Science from the University of Nevada Las Vegas. I attended law school at North Carolina Central University School of Law. I was admitted to the Nevada bar in 2009. Over the years I have practiced in the areas of criminal defense, family law and general civil liability. I have extensive bench and jury trial experience and think being a litigator is one of the best parts of being a lawyer. When I am not advocating for my clients I am actively involved in giving back to my community in various philanthropic endeavors.

Agenda

I. Early Preparation Strategies | 2:00pm – 2:20pm

  • Importance of early preparation in trial success
  • Establishing timelines for gathering materials
  • Identifying key documents and evidence
  • Strategies for effective communication with the legal team
  • What is the purpose of your trial notebook (there can be more than one)

II. Checklists and Organization Techniques | 2:20pm – 2:40pm

  • Creating comprehensive checklists for trial preparation
  • Organizing materials logically (e.g., by witness, exhibit, or theme)
  • Techniques for minimizing clutter and ensuring vital information is included
  • Tips for maintaining version control of documents
  • Have you looked at the Pre-trial Orders?

III. Mastering Electronic Trial Notebooks | 2:40pm – 3:00pm

  • Popular electronic trial notebook software and tools
  • Features to look for in electronic trial notebooks
  • Integrating electronic documents with physical materials
  • Strategies for using technology effectively in the courtroom
  • Have you properly trained your attorney?

Break | 3:00pm – 3:10pm

IV. Maximizing Trial Notebook Utility in the Courtroom | 3:10pm – 3:40pm

  • Techniques for quick access to information during trial
  • Strategies for presenting evidence effectively using the notebook
  • Adapting to the dynamic nature of courtroom proceedings
  • Maintaining organization under pressure
  • What you leave out can be as important as what you include- do not put everything and the kitchen sink in your trial notebook
  • Be mindful of privileged information- in the notebook in the courtroom

V. Case Studies and Real-World Applications | 3:40pm – 4:10pm

  • Analyzing successful trial notebooks from various cases
  • Lessons learned from trial experiences
  • Discussion of common pitfalls and how to avoid them

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