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

Transform chaotic trial prep into a winning system. Learn to build electronic trial notebooks, organize exhibits, manage version control, and deliver instant courtroom access when it matters most.

2026-08-26 14:00:00

Program Details

2026-08-26 14:00:00

2026-08-26 14:00:00

2h CLE Credits

Program Details

2026-08-26 14:00:00

Program Details

2026-08-26 14:00:00

Over 1,000+ webinars

2026-08-26 14:00:00

Course Overview

The Binder Went Electronic, and the Margin for Error Shrank

2026-08-26 14:00:00

A trial is won or lost on retrieval — the exhibit produced in seconds, the witness file open before the judge finishes the question — and the trial notebook is where that capacity holds or collapses. The move from paper binders to electronic notebooks bought speed but introduced new failure modes: version-control errors that surface mid-trial, privileged material left exposed in a shared file, and an attorney fumbling software no one trained them to run. With courtrooms built around electronic exhibits and presentation technology, the disorganized notebook is a live liability.

Associates and paralegals build and run that notebook — often without a system — while the trial lawyer relies on it without auditing how it was assembled.

This program builds the notebook from intake timelines and document identification through checklists organized by witness, exhibit, or theme, strict version control tied to pre-trial orders, electronicnotebook software selection and integration with physical materials, and courtroom techniques for instant access, exclusion calls, and safeguarding privilege. Attendees leave able to build a notebook that performs under pressure and keeps the trial moving.

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Early preparation
Importance of early preparation, timelines for gathering materials, and identifying key documents and evidence.
02
Checklists / organization
Creating checklists, organizing materials by witness, exhibit, or theme, and maintaining version control.
03
Electronic notebooks
Popular electronic trial notebook software, features to look for, and integrating electronic documents with physical materials.
04
Courtroom utility
Techniques for quick access to information, presenting evidence effectively, and maintaining organization under pressure.
05
Case studies
Analyzing successful trial notebooks, lessons learned from trial experiences, and discussion of common pitfalls.
06

Program schedule

clock 2:00 pm - 2:20 pm EST

Early Preparation Strategies

Early preparation is the foundation of trial success. This segment explores how to establish realistic timelines, identify critical documents and evidence, communicate effectively with the legal team, and define the purpose of driving every trial notebook you build.

Lisa M. SzycLisa M. Szyc
clock 2:20 pm - 2:40 pm EST

Checklists and Organization Techniques

Strong organization separates seamless trials from chaotic ones. Learn to build comprehensive trial checklists, arrange materials by witness, exhibit, or theme, maintain strict version control, and apply pre-trial orders to ensure nothing vital slips through the cracks.

Lisa M. SzycLisa M. Szyc
clock 2:40 pm - 3:00 pm EST

Mastering Electronic Trial Notebooks

Paper binders are giving way to digital efficiency. Explore leading electronic trial notebook software, key features to prioritize, methods for integrating electronic and physical materials, courtroom technology strategies, and how to properly train your attorney on the system.

Lisa M. SzycLisa M. Szyc
clock 3:10 pm - 3:40 pm EST

Maximizing Trial Notebook Utility in the Courtroom

Trial moves fast, and your notebook must keep pace. Master techniques for instant information access, effective evidence presentation, adapting to courtroom shifts, staying organized under pressure, deciding what to exclude, and safeguarding privileged information throughout proceedings.

Lisa M. SzycLisa M. Szyc
clock 3:40 pm - 4:10 pm EST

Case Studies and Real-World Applications

Real cases reveal what works and what fails. Analyze successful trial notebooks from actual proceedings, unpack hard-earned lessons from courtroom experience, and identify common pitfalls so you can sidestep them before they derail your next trial.

Lisa M. SzycLisa M. Szyc
Lisa M. Szyc

Lisa M. Szyc

Backus Burden Law

Lisa M. Szyc

Lisa M. Szyc

Backus Burden Law

Lisa M. Szyc is a Nevada-licensed attorney who has dedicated her career to assisting criminal defendants in their legal defense, with additional practice areas including family law and veteran’s legal assistance.

Education & Credentials

University of Nevada Las Vegas; North Carolina Central University School of Law where she participated in domestic violence, criminal defense, and veteran's law clinics and was a competitive member of the trial competition team.

Professional Involvement

Active volunteer in the Las Vegas community. Life-time member of several veteran auxiliary groups. Serves on the executive committee for St. Jude Children's Research Hospital's Viva St. Jude event. Has served as a truancy court judge for the truancy diversion program and volunteers to judge trial team competitions.

Experience

Licensed to practice law in Nevada since 2009. Has practiced criminal defense, family law including child custody, child support and divorce matters, and veteran's affairs claims. Licensed to practice in the Ninth Circuit Court of Appeals and presented oral arguments in October 2016.
Lisa M. Szyc

Lisa M. Szyc

Backus Burden Law

Lisa M. Szyc is a Nevada-licensed attorney who has dedicated her career to assisting criminal defendants in their legal defense, with additional practice areas including family law and veteran’s legal assistance.

Education & Credentials

University of Nevada Las Vegas; North Carolina Central University School of Law where she participated in domestic violence, criminal defense, and veteran's law clinics and was a competitive member of the trial competition team.

Professional Involvement

Active volunteer in the Las Vegas community. Life-time member of several veteran auxiliary groups. Serves on the executive committee for St. Jude Children's Research Hospital's Viva St. Jude event. Has served as a truancy court judge for the truancy diversion program and volunteers to judge trial team competitions.

Experience

Licensed to practice law in Nevada since 2009. Has practiced criminal defense, family law including child custody, child support and divorce matters, and veteran's affairs claims. Licensed to practice in the Ninth Circuit Court of Appeals and presented oral arguments in October 2016.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OK2.0
OR2.0
PA2.0
RI2.0
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WV2.4
WY2.0

Upcoming Live Online CLE Broadcasts

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Approved
Illinois
Approved
Indiana
Approved
Kansas
Pending
Kentucky
Pending
Louisiana
Approved
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Oklahoma
Approved
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Approved
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs