Log in

Washington State Paralegal Association

WSPA Recurring Monthly Events 

Each month WSPA brings you at least two member events to allow you to "CONNECT" with other paralegal professionals.

WSPA Connect, a lunch time opportunity for meeting with other professionals, generally held 2nd Wednesday

of each month from 12 to 1 pm.

WSPA Member and Board Meeting -  Any active members are encouraged to come to the meeting to see what the Board does and to ask any questions of the Board.  Held the third Wednesday of each month, starting at 6:30 pm. 

_____________________________________________________________________________________________________


WSPA is pleased to partner with Lorman Education for CLE offers. Come back for upcoming events with

LORMAN Education Services



Please check back regularly for updates. 

Please visit http://www.lormaneducation.com/affiliate/ for a complete listing of courses applicable to your organization. You can also download these courses to list on your site, or create email templates to notify your members or subscribers.

For questions, or for more information, please contact your account manager Amanda Grambsch atagrambsch@lorman.com or 800-678-3940.

Upcoming Events & CLEs

  • Monthly WSPA Connect Meeting

    • 02/14/2024
    • 12/11/2024
    • 11 sessions
    • Zoom Meeting
    Register

    Connect with WSPA members and other paralegals from across the state and even the nation!

    Join our next WSPA Connect meeting every 2nd Wednesday from 12:00 pm to 1:00 pm via Zoom.  

    Feel free to drop in anytime during the hour.  

    Topic: WSPA Connect

    Time: 2nd Wednesdays 12:00 PM Pacific Time (US and Canada)

    Join Zoom Meeting

    https://us06web.zoom.us/j/88193456997

    Meeting ID: 881 9345 6997

    Passcode: 506819

    We look forward to connecting with you!

    Show details

  • Communicating with Auto Insurance Companies: The Personal Injury Paralegal's Guide

    • 10/22/2024
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99225

    Overview

    Help Your Attorney Get the Results They Want

    You spend a great deal of your day communicating with claims adjusters, and what you say and do have tangible impacts on the final settlement. This program reveals paralegal best practices for communicating with adjusters and preparing demand packages. Be an invaluable asset to your attorney - register today!

    • Discover what you must, what you should, and what you should never disclose to claims adjusters.
    • Find out how to get as much information as you can out of insurance companies to give your attorney more leverage in negotiations.
    • Learn how to craft a powerful demand package and elicit higher offers from the start.
    • Avoid unauthorized practice of law traps for paralegals in the claim negotiation process.

    Abbreviated Agenda

    1. Identifying and Confirming Auto Insurance Coverages
    2. Notification Letter
    3. Relaying Information and Documents to Adjusters: Dos and Don'ts
    4. Communicating With Adjusters to Discuss Medical and Case Updates
    5. Getting as Much Information as You Can on Claims Investigations, Policy Limits, Reserves, etc.
    6. Special Considerations for Uninsured and Underinsured Motorist Claims
    7. Preparing Cases for the Demand Process: Medical Records, Billing, Lien Logs, and More
    8. Compiling the Demand Package
    9. Negotiating and Settling Injury Claims: What Paralegals Can and Can't Do
    Show details

  • QDROs: What Paralegals Need to Know

    • 10/23/2024
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99094

    Overview

    Foster Your Understanding of QDROs

    From damaging your attorney's reputation to exposing them - and yourself - to legal liability, failure to fully understand qualified domestic relations orders (QDROs) can result in a wide variety of consequences. Are you prepared to take that risk? This paralegal-focused guide teaches you the nuts and bolts of QDROs. Don't miss this opportunity to enhance your knowledge - register today!

    • Find out how to determine the plan type.
    • Build your understanding of common issues associated with defined contribution plans and defined benefit plans.
    • Discover the most effective ways to assist your attorney in drafting QDROs.
    • Clarify your role in seeking approval of a QDRO.

    Abbreviated Agenda

    1. Determining What Type of Plan It Is
    2. Issues With Defined Contribution Plans
    3. Defined Benefit Plan Issues
    4. How to Assist Your Attorney in Preparing QDROs (With Samples)
    5. The Paralegal's Role in Seeking Approval, Working With Plan Administrators, and Monitoring Compliance
    Show details

  • Social Security Disability Paralegal's Guide to RFC Forms

    • 10/24/2024
    • 12:00 PM - 3:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99155

    Overview

    Crafting Compelling Narratives of Disability Within the Strict Confines of Government Forms

    Residual Functional Capacity (RFC) forms are the primary tools used in assessing the claimant's disability and limitations. Using dry government forms to create a compelling and holistic view of a claimant's daily life is an art that can be elevated with guidance from our experienced faculty. Discover how the forms are used in various types of impairment claims, what supporting documents are most helpful, and how to get medical professionals to complete them. Build your SSDI skills - register today!

    • Clarify the role of the RFC forms in supporting SSDI claims.
    • Review completed sample forms to save time and prevent mistakes.
    • Discover what information to include in the mental RFCs.
    • Learn how to request RFCs from medical providers to improve results.

    Abbreviated Agenda

    1. Residual Functional Capacity Forms Overview
    2. Physical RFC (SSA-47347-BK) and Supplemental Documents
    3. Mental RFC (SSA-4734-74-SUP) and Supplemental Documents
    4. Crafting RFC Requests for Medical Professionals
    Show details

  • A Paralegal's Guide to Deadlines and Calendaring

    • 10/29/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99156

    Overview

    Precision in Practice: Calendaring and Deadline Tools for Paralegals

    Striving to navigate the complex world of legal deadlines with confidence? Join us for "A Paralegal's Guide to Deadlines and Calendaring," a comprehensive course focused on the skills and strategies needed to effectively manage multiple deadlines, stay organized, and ensure compliance. From understanding the various types of deadlines to leveraging calendaring technology, this course covers everything you need to excel in calendaring. Enhance your deadline management and calendaring skills by enrolling today!

    • Improve your understanding of various types of legal deadlines and how to calculate them accurately.
    • Explore helpful resources for determining deadlines and learning jurisdictional procedures.
    • Unlock the full potential of calendaring software to streamline workflows, improve collaboration, and enhance overall efficiency.
    • Discover ways to optimize your calendaring with ticklers, reminders, and trackers.

    *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. Understanding and Calculating Deadlines
    2. Calendaring Strategies
    3. Calendaring Technology Tips and Tricks
    Show details

  • Complete Trial Preparation Guide for Paralegals

    • 10/30/2024
    • 8:00 AM - 3:00 PM
    • Webcast

    Register:  https://ipe-sems.com/products/99059

    Overview

    Learn How to be an Indispensable Trial Prep Paralegal

    Trials can be won and lost based on what paralegals do during trial preparation. Will you have given your attorney the tools they need to succeed - or will you have left them woefully unprepared for their critical moment on stage? This comprehensive trial prep guide will give you all the insights you need to be your attorney's indispensable aid. From initial planning and task lists to that exciting final day, learn real-world tips that no litigation paralegal should do without. Equip your attorney to win - register today!

    • Get a master task list to ensure you're leaving no steps or details overlooked.
    • Receive practical tips for keeping yourself (and the trial team at large) organized and on track.
    • Discover how to be that vital point of contact between your attorney and the client, witnesses, court, and vendors.
    • Create an ultimate trial notebook that will help (not hinder) your attorney in the heat of battle.
    • Gain real-world insights for making visual aids and exhibits stand out.
    • Uncover vital dos and don'ts for pretrial and trial motions and briefs.
    • Learn how to be an effective sounding board for case themes, opening statements, examination questions, and closing arguments.

    Abbreviated Agenda

    1. Master Task List and Timeline: Everything You Need to Do and When
    2. How to Stay Organized Amid the Chaos
    3. Motions, Briefs, Citations: Critical Do's and Don'ts
    4. Creating a Winning Trial Notebook
    5. Preparing Documents, Exhibits, Visual Aids
    6. Coordinating With Clients, Witnesses, the Court, and Vendors
    7. Offering Insights and Creative Ways to Help Your Attorney Prepare
    8. The Big Day: To-Do's and Tips for Assisting With Jury Selection and Trial
    9. Paralegal Ethics
    Show details

  • Drafting and Formatting Motions: Practical Pointers for Paralegals

    • 11/01/2024
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99437

    Overview

    Creating Effective Narratives and Nailing the Details

    Level up your legal skills and get one step closer to becoming a motion drafting pro! Learn the art of crafting clear, persuasive motions that get noticed by judges. Our course equips you with the skills to confidently draft and format motions, saving attorney time and boosting your firm's efficiency. Join our esteemed faculty to learn strategic approaches and formatting to ensure your motions stand out. Enroll today!

    • Avoid getting bogged down with long and complex language.
    • Create organized arguments that feel natural and balanced.
    • Research responsibly and formulate narratives that balance objective viewpoints.

    Abbreviated Agenda

    1. Structure and Organization (with sample template)
    2. Keeping it Simple and Concise
    3. Constructing Clear and Reasonable Arguments
    4. Anticipating Opposing Statements and Proper Fact-Checking
    5. Getting the Formatting Right: Microsoft Word Tips and Tricks
    6. Citation Pointers
    Show details

  • Medicare Liens, Set-Asides, and Medicaid Liens for Paralegals: the Latest Rules and Guidance

    • 11/06/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99255

    Overview

    Ensure Full Compliance and Help Secure Reductions

    There are significant consequences for failing to protect Medicare's interests. Is your firm following the latest rules, guidance, and best practices? This program will show you how you should be handling Medicare conditional payment recovery claims, set asides, and Medicaid liens right now. Register today!

    • Explore the most recent amendments to the Medicare Secondary Payer Recovery Act.
    • Discover what all the forms mean and get practical tips for submitting information and documents to CMS's contractors.
    • Learn how to resolve conditional payment recovery claims online through the MSPRP.
    • Find out how you should be working around the many uncertainties surrounding liability Medicare set asides.
    • Get practical tips for working with Medicaid agencies and resolving liens.

    Abbreviated Agenda

    1. Medicare Secondary Payer Act and Amendments: What Paralegals Must Know
    2. Medicare Conditional Payments and Medicare Advantage Plans 2024-2025
    3. Communications and Documentation Guide
    4. Navigating the Latest Version of the Medicare Secondary Payer Recovery Portal
    5. Liability Medicare Set Asides (LMSAs): How to Best Handle the Uncertainties
    6. Workers' Compensation Medicare Set-Aside (WCMSA) Developments
    7. MedicAID Liens Guide for Paralegals
    8. Paralegal Ethics
    Show details

  • Debt Collection for Paralegals: Demand Letters and Settlement Offers

    • 11/07/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99361

    Overview

    Ensure Effectiveness in Demands and Offers Without Running Afoul of the FDCPA

    Paralegals play a critical role in the success of debt collection efforts at every step of the process. This practical guide will help you ensure accuracy and compliance in debtor communications when it comes to demand letters and settlement negotiations. Register today!

    • Gather details about the debt, including amount owed, late fees, and supporting documentation.
    • Review and proofread the demand letters for accuracy and clarity.
    • Take every factor into consideration when providing settlement negotiation support.
    • Clarify what must be done to thoroughly document the settlement.

    Abbreviated Agenda

    1. FDCPA Compliance Governing Demand Letters and Other Debtor Communications
    2. What a Well-Drafted Demand Letter Should Include
    3. Tailoring Demand Letters to Different Types of Debts and Debtors
    4. Top Mistakes and Prohibited Actions
    5. Settlement Offers as an Alternative to Lawsuit
    6. Settlement Negotiation and Proper Documentation
    Show details

  • Advanced Probate Skills for Paralegals: Marshalling and Managing Estate Assets

    • 11/08/2024
    • 11:00 AM - 12:00 PM
    • webcast

    Register: https://ipe-sems.com/products/99421

    Overview

    Refine Your Estate Management Skills

    To effectively deal with complex issues in marshaling and managing estate assets during probate, paralegals need specialized skills and knowledge. This practical legal course outlines top paralegal tactics in investigating financial accounts, recording complex assets, troubleshooting distributions, and staying organized throughout it all. Hone your skills - register today!

    • Identify and value unique assets, and learn how to handle niche markets and specialist appraisers.
    • Determine the true value of family businesses and ensure continuity during probate.
    • Come away with specialized knowledge of commercial real estate and property management.
    • Take a page out of forensic accounting book to improve your financial investigation acumen.
    • Resolve insolvency issues and gauge what constitutes reasonable expense in managing estate assets.

    Abbreviated Agenda

    1. Investigating Financial Accounts and Unique Assets
    2. Inventory and Appraisal: Complex Reporting Issues
    3. Financial Management: Unusual Expenses and Estate Upkeep Issues
    4. Managing Assets Located in Different States or Countries
    5. Asset Title Issues
    6. Staying Organized: Best Practices
    Show details

  • The Paralegal's Ethical Playbook

    • 11/12/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99364

    Overview

    Tackle Ethical Problems With Ease

    Are you making ethical mistakes that could put your - and your attorney's - reputation on the line? This guide sums up the dos and don'ts of handling the top ethical dilemmas that paralegals encounter. From essential guidelines for preventing the unauthorized practice of law to common ethical mistakes made with technology, you don't want to miss this opportunity to build your knowledge - register today!

    • Uncover practical guidance for safeguarding confidentiality.
    • Develop strategies for identifying conflicts of interest.
    • Discover essential guidelines for properly handling client files.
    • Analyze best practices for addressing ethical issues surrounding technology.

    *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. Paralegal Best Practices for Safeguarding Client Confidentiality
    2. Guidelines for Identifying and Addressing Conflicts of Interest
    3. Preventing the Unauthorized Practice of Law
    4. Handling Client Property and Files: Paralegal Pointers
    5. Technology Ethics for Paralegals
    Show details

  • Paralegal Tips and Tricks for Handling Common Issues in Family Law

    • 11/13/2024
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99357

    Overview

    Your Guide to Resolving Family Law Issues as a Paralegal

    Communicating with clients with mental health diagnoses, handling court reporters, and organizing discovery effectively - these are just some of the issues paralegals regularly encounter in family law. Are you poised to face any obstacle with confidence? This practical course provides you with paralegal tips for family law cases. From the intake process to trial preparations, develop the skills you need to help your team succeed - register today!

    • Discover sample forms to supplement or improve your existing ones.
    • Find out the dos and don'ts of discovery.
    • Develop strategies for conducting legal research and preparing memos.
    • Obtain best practices for preparing for trial.
    • Implement real-world strategies for managing mental health issues in family law cases.

    This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Erika MacCormac.

    Abbreviated Agenda

    1. Starting on the Right Path
    2. Ode to Discovery
    3. Legal Research and Case Law Updates
    4. Trial Preparations
    5. Managing Mental Health
    6. Intersection of Family Law and Other Law
    Show details

  • From Chaos to Control: AI-Powered Case Management for Paralegals

    • 11/14/2024
    • 12:00 PM - 3:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99362

    Overview

    Free Up Your Time to Focus on More Substantive Tasks

    Do you feel like there isn't enough time in your days? Are the assignments, emails, and stress piling up? Let artificial intelligence do some of the work for you! Join our tech-savvy faculty for case management strategies designed specifically for paralegals. They will show you how to use legal AI tools and techniques to organize documents, automate drafting, speed up legal research, and streamline your workflow. Enhance your case management processes with the power of AI - register today!

    • Use AI to organize documents and pull up relevant information at the snap of your fingers.
    • Get practical guidance for using AI to draft various legal documents.
    • Learn more efficient ways to find cases, statutes, and trade and industry information.
    • Automate routine administrative tasks to improve efficiency and eliminate human error.

    *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. Document and Information Management and Review With AI
    2. Automated Drafting and Proofreading
    3. AI-Powered Legal Research
    4. Task Management, Scheduling Automation, and Client Communication
    Show details

  • Corporate Paralegals' Guide to Generative AI

    • 11/18/2024
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe-sems.com/products/99422

    Overview

    Contract Drafting, Review, and Other Insights Tailored Specifically for You

    Streamline your workflow and enhance your productivity with the power of AI! This legal AI guide is specifically designed to show you effective and creative ways to utilize AI in a corporate law context so you can focus your time and expertise on tasks that require a human touch and mind. Generate customized drafts of contracts and agreements, examine large volumes of documents for due diligence and other purposes, automate contract management, and more. Show your value by becoming a more efficient and tech-savvy paralegal - register today!

    • Enhance your awareness of the many AI use cases and hazards.
    • Save time and reduce potential errors by using AI to draft initial drafts of contracts and other legal documents.
    • Discover how to effectively use AI-powered document review tools.
    • Use AI to stay updated on changes in the legal landscape that can impact an organization's compliance obligations.

    *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. AI Use Cases and Common Mistakes to Avoid
    2. Drafting With AI: Creating Contracts, Corporate Resolutions and Minutes, and More
    3. AI-Powered Document Review and Data Extraction
    4. AI-Driven Contract Management
    5. Legal Research and Compliance Monitoring With AI
    Show details

  • Paralegal Best Practices for Working with Medical Records

    • 11/19/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99360

    Overview

    Gain Practical Insights for Medical Records Management and Analysis

    Whether you're new to working with medical records, or you're looking to freshen up your skill set, this course is for you! Join our expert instructors as they reveal strategies for requesting and analyzing medical records. From an overview of the different types of medical records to strategies for preparing medical records for litigation, enhance your knowledge and become an asset to your attorney - register today!

    • Examine best practices for obtaining medical records.
    • Develop strategies for organizing medical records.
    • Determine how to safeguard confidentiality and ensure HIPAA compliance.
    • Uncover practical guidance for analyzing medical bills and records.
    • Identify the dos and don'ts of creating medical summaries and chronologies.

    Abbreviated Agenda

    1. Intro to Different Types of Medical Records and Key Medical Terms and Abbreviations (Including Resources)
    2. Obtaining Medical Records (With Sample Docs)
    3. Tips for Organizing Medical Records
    4. Maintaining Confidentiality and HIPAA Compliance When Working With Medical Records
    5. Practical Guide to Analyzing Medical Records and Bills
    6. Creating Medical Chronologies and Summaries
    7. Pointers for Preparing Medical Records for Litigation
    8. Ethical Issues Facing Paralegals
    Show details

  • Managing the Discovery Process: A Paralegal's Guide

    • 11/20/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99253

    Overview

    Increase Your Effectiveness With Superior Discovery Management Skills

    Conscientious, thorough discovery is the foundation for a good case - and you play an important role in this phase of the litigation process. Are you confident in your ability to draft proper interrogatories and requests for production? Do you know how best to organize documents and avoid spoliation? If you're interested in taking your discovery management skills to the next level, join us for an in-depth look at best practices for incoming and outgoing discovery. Register today!

    • Get proven strategies for making and responding to discovery requests.
    • Identify critical elements to review when you receive discovery from the other side.
    • Learn how to use technology and a discovery management system to enhance your organizational efficiency.
    • Examine issues unique to e-discovery management.
    • Save your firm time and money by anticipating problems and circumventing them with best practices.

    Abbreviated Agenda

    1. Making and Responding to Discovery Requests
    2. Managing Incoming Responses and Documents
    3. Document Review, Redaction, Logs, and Production
    4. Building an Efficient Discovery Management System
    5. Managing E-Discovery
    6. Discovery Problem Solving - Circumventing Snags in the Process
    7. Ethical Issues in Discovery
    Show details

  • Staying Organized and in Control 2024-2025: What Paralegals Need to Know

    • 11/21/2024
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99363

    Overview

    Discover Creative Tips for How to Stay Organized as a Paralegal

    Elevate your skills! In this practical guide, our veteran faculty share paralegal productivity techniques for minimizing distractions and prioritizing tasks. Get the knowledge you need to increase efficiency, improve your time-management skills, and build your confidence - register today!

    • Gain creative tips and tricks for multitasking.
    • Identify best practices for deadline management and calendaring.
    • Uncover practical guidance for maintaining electronic and physical case files.
    • Explore new tools and tech solutions for streamlining your workflow.

    *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. Multitasking Tips and Tricks: 2024-2025 Guide
    2. Calendaring and Deadline Management: Top Considerations in 2024-2025
    3. Maintaining Physical and Electronic Case Files: Current Guidance and Best Practices
    4. Streamlining Your Workflow With AI and Other Automation Tools: New Tactics, New Risks
    Show details

  • Due Diligence for Real Estate Paralegals: Reviewing Title, Surveys, Appraisal Reports and More

    • 12/03/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99445

    Overview

    Dig Up Legal, Financial, and Physical Issues Before the Closing

    Is the client really getting what they're paying for or is the property hiding some serious issues? This due diligence guide will show you how to review reports and documents to unearth everything from title defects to environmental risks. Help your attorney spot and resolve problems before the client signs on that dotted line - register today!

    • Get a master due diligence checklist to ensure no critical avenues go overlooked.
    • Investigate title issues through a title search or by reviewing the title commitment.
    • Read and cross-read legal descriptions and surveys for conflicts and other issues.
    • Discover what you should be looking for in appraisal reports, leases, environmental reports, and other documents.

    Abbreviated Agenda

    1. Master Due Diligence Checklist and Document Management Tips
    2. Other Due Diligence To-Dos (With Checklists)
    3. Mortgage Commitment and Appraisal Reports
    4. Title Due Diligence
    5. Reviewing Legal Descriptions and Land Surveys
    Show details

  • Auto Injury Claims From Start to Finish for Paralegals

    • 12/04/2024
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99471

    Overview

    A Practical Guide Filled with Intake, Drafting, Negotiation, and Trial Tips

    In every auto accident case, the stakes are high for everyone involved. No matter how similar the cases look - they're never the same. As a paralegal, your responsibilities can be key in uncovering the essence of the claim. Let us save you countless hours of trial and error by helping you to become versed in the essential elements of these cases. Our start-to-finish approach will equip you with the fundamental tools you need to confidently manage an auto injury case, from client intake until the case is closed. Deliver exactly what your attorneys expect, streamline the process, and avoid missing any pertinent issues. Register today!

    • Walk through an auto injury case, from the time of the collision through trial.
    • Examine insurance coverage issues, such as subrogation, UM/UIM coverage, and stacking.
    • Learn how to effectively manage the discovery process and conduct a thorough review of responses.
    • Locate, hire, and assist in interviewing experts who will help bolster the case and support the evidence your team will be presenting.
    • Draft settlement documents that will bring the case to a successful conclusion.
    • Assist in managing and creating case-winning exhibits that are sure to grab the jury's attention.
    • Know what to look for in medical records and where to find it.
    • Gain practical tips for drafting demand letters that have an impact.

    Abbreviated Agenda

    1. Case Intake, Coverage Interpretation, Issues and Hidden Treasures
    2. Ethics
    3. How to Best Assist During Discovery
    4. Demand Letters and Negotiating with Insurance Companies
    5. Damages and Settlement
    6. A Paralegal's Trial Checklist
    Show details

  • Complete Generative AI Toolkit for Personal Injury Paralegals

    • 12/10/2024
    • 12:00 PM - 3:15 PM
    • webcast

    Register: https://ipe-sems.com/products/99446

    Overview

    Expedite Medical Records Review, Demand Letter Drafting, and More With AI

    Work smarter, not harder! Join our savvy faculty as they share effective and creative ways you can harness the power and potential of legal AI. Analyze records with greater speed and precision, automate demand letters, streamline trial prep, and more. Enhance your efficiency, accuracy, and productivity when handling personal injury cases - register today!

    • Find critical information in medical records and other documents at the snap of a finger.
    • Learn how to create detailed and customized demand letters using AI tools.
    • Let AI tools take on client and case management busywork so you can focus your time and energy elsewhere.
    • Discover how to create compelling trial exhibits with the help of AI.

    *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. Medical Records and More: Accelerating Document Review With AI
    2. AI-Powered Legal Research and Case Law Analysis
    3. Drafting Tailored Demands and Other Documents With AI
    4. Client Communication and Management: Free Up Your Time
    5. Creative Ways to Use AI in Trial Prep
    Show details

  • Divorce Case Tool Kit for Paralegals

    • 12/11/2024
    • 7:00 AM - 2:00 PM
    • webcast

    Register: https://ipe-sems.com/products/99443

    Overview

    Understand Your Role in a Divorce Case

    This comprehensive course is designed to provide you with essential knowledge and best practices for handling the key tasks and unique issues of divorce cases. Enhance your skills with sample intake questions, checklists, discovery requests, and more. Don't miss out on this opportunity to hone your skills as a family law paralegal - register today!

    • Learn tips for organizing and managing the divorce case.
    • Discuss key points for drafting effective discovery requests and responses.
    • Explore effective methods for locating electronically stored information across social media, smartphone devices, and personal email accounts.
    • Review ways to navigate through support and custody issues.
    • Take a closer look at methods for uncovering crucial financial information in divorce.

    Abbreviated Agenda

    1. Assisting With Client Intake and Divorce Pleadings
    2. Case Management for Divorce Cases
    3. A Paralegal's Role in a Divorce Trial
    4. Drafting Discovery Requests and Responses
    5. Social Media, Smartphone, and Email Evidence: Key Guidelines for Paralegals
    6. What Paralegals Need to Know About Qualified Domestic Relations Orders (QDROs)
    7. Support and Custody Issues
    8. Uncovering Key Financial Information in Divorce
    Show details

  • Find It Free and Fast: Government Records Edition

    • 12/12/2024
    • 10:00 AM - 1:15 PM
    • webcast

    Register: https://ipe-sems.com/products/99507

    Overview

    FOIA Requests, Local Court Records, Agency Regulations, and More

    Government agencies and public records are a treasure trove of information. To get what you seek, however, you'll need all the skills and experienced sleuth advice you can get! (You can's request something if you don't know it exists.) This practical guide will give you a rundown of what types of data is available, where and how it's stored, and how to obtain it free and fast. Help your attorneys and clients with hard facts that support claims and aid in negotiations - register today!

    • Save time and improve your request's chances of success: know what type of records to request.
    • Explore what you can find out about an individual in public records: from vital records to litigation history.
    • Research public business records and industry statistics to spot trends.
    • Improve your FOIA request outcomes with guidance from the pros.
    • Get tips for tackling common roadblocks in obtaining data, including redactions, delays, and top excuses.

    Abbreviated Agenda

    1. Locating and Accessing Federal Government Records
    2. State and Local Government Records: What You Can Find and How to Get it
    3. Navigating Court Records
    4. Tips for Communicating With Government Agencies
    5. FOIA Requests and Responses (With a Sample Request)
    6. Addressing Common Restrictions and Limitations
    Show details

  • Ethical Stocking Stuffers for Paralegals

    • 12/17/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99469

    Overview

    Gift-Wrapped Guidelines for Building Strong Ethical Foundations

    Deck the halls with legal ethics! In this festive program, our accomplished faculty share paralegal best practices for preventing and handling common ethical issues. From best practices for safeguarding client confidentiality to the dos and don'ts of handling client property, get the knowledge you need to stay on the nice list - register today!

    • Discover merry methods for ensuring ethical client communication.
    • Unwrap best practices for dealing with conflicts of interest.
    • Hear Santa-approved tips for using tech and media in legal settings.
    • Don't get your tinsel in a tangle - find out how to avoid the unauthorized practice of law (UPL).

    Abbreviated Agenda

    1. No Peeking: Best Practices for Preserving Client Confidentiality
    2. Season's Greetings: Paralegal Best Practices for Client Communication Practices
    3. The Holiday Spirit: Essential Guidelines for Maintaining Integrity and Diligence
    4. Make Your List, and Check It Twice: Preventing and Handling Conflicts of Interest
    5. Handling Fa-La-La-La-Fees and Client Property
    6. North Pole Netiquette: Ethical Best Practices for Using Social Media and Technology
    7. Best Practices for Staying Off the Naughty List and Avoiding UPL
    Show details

  • Litigation Boot Camp for Paralegals

    • 12/18/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99459

    Overview

    From Initial Pleadings to Trial Preparation

    Successfully navigating through litigation depends on the cohesiveness of the entire litigation team, with paralegals playing an integral part. Are you prepared to steer through the tasks and duties involved? This insightful course will provide you with the tools you need to effectively handle pleadings, motions, and briefs, as well as provide tips for organizing and maintaining the case. Hone your litigation skills and prove your value to your firm - register today!

    • Learn tips for getting pleadings, motions, and briefs court ready.
    • Discuss how to create and maintain discovery requests and responses.
    • Gain valuable insight on preparing accurate and reliable deposition summaries.
    • Review methods to stay on top of managing and organizing documents and case files.
    • Explore ways to proficiently plan for and assist with cases that go to trial.

    Abbreviated Agenda

    1. Preparing Pleadings, Motions, and Briefs
    2. Discovery Requests, Responses, and Document Productions
    3. Depositions: Scheduling, Preparation, and Summaries
    4. Litigation Case Management, Organization, and Communication
    5. Trial Preparation and Assistance
    6. Ethics for Litigation Paralegals
    Show details

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092

206.653.7259

info@wspaonline.org

Powered by Wild Apricot Membership Software