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Overview

Fresh Approaches That Save Time and Enhance Accuracy

Wave goodbye to missed deadlines and high stress levels, and wave hello to enhanced efficiency and organization! In this essential course, our distinguished faculty dole out paralegal tips and tricks for effective case file management. Explore best practices for building a calendar system, gain insights into the most popular case management software, and more. Boost your productivity - register today!

• Analyze best practices for client management and communication.
• Obtain tips for tracking court dates and deadlines.
• Evaluate different methods of organizing and storing case files.
• Discover the legal essentials of closing and archiving case files.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

1. Client Management and Communication: Onboarding, Info Gathering, and More
2. All About Timing: Tips for Managing Court Dates, Deadlines, and Caseloads
3. Using Case Management Software for Case File Organization and Storage
4. Best Practices for Reviewing, Closing, and Archiving Case Files