Faculty Course Information

Webcam

Law Office Management Mastery for Paralegals

Efficiency, Precision, and Excellence Unlocked!

Division
IPE (99761)
Event Date
02/12/2025
Event Time
11:00 AM - 6:00 PM EST
Event Planner
Nicole Malone
Email
nicole.malone@nbi-sems.com
Phone
(855) 484-6059

Program Description

Efficiency, Precision, and Excellence Unlocked!

Unlock the secrets to exceptional law office management with our comprehensive seminar. This 6-hour intensive program is designed to elevate your skills and streamline your workflow, empowering you to excel in your role. Join us to gain invaluable insights and practical tools that will enhance every aspect of your legal support work. Register today!

  • Optimize Client and Case Management: Learn effective techniques.
  • Boost Time Management and Productivity: Discover strategies for better productivity.
  • Enhance Legal Research and Organization: Master research methods, streamline information organization, and ensure data security.
  • Improve Communication and Relationship Building: Develop effective communication strategies and utilize advanced communication tools.
  • Achieve Document Perfection: Create impeccable legal documents for flawless results.
  • Excel in Financial Management: Understand legal billing processes, manage invoicing, and perform financial reporting and analysis with confidence.

*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.


Who Should Attend

This intermediate level program is designed to provide attendees with best practices for law office management. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Client and Case Management
  2. Time Management and Productivity
  3. Legal Research and Organization
  4. Effective Communication Strategies and Relationship Building
  5. Document Perfection
  6. Financial Management in a Law Office

Agenda / Content Covered

All times are shown in Eastern time.
  1. Client and Case Management
    11:00 - 12:00, Susi Boss
    1. Client Intake and Onboarding
    2. Case Management Software
    3. Managing Deadlines and Appointments
  2. Time Management and Productivity
    12:00 - 1:00, Susi Boss
    1. Maximize Efficiency and Minimize Stress
    2. Master Time Management Techniques
    3. Leverage Technology for Productivity
  3. Legal Research and Organization
    1:15 - 2:15, Katie Brown
    1. Conduct Thorough and Efficient Legal Research
    2. Organize Information for Easy Access
    3. Data Security and Confidentiality
  4. Effective Communication Strategies and Relationship Building
    2:45 - 3:45, Susi Boss
    1. Internal and Client Communications
    2. Handle Challenging Client Situations
    3. Technological Communication Tools
  5. Document Perfection
    3:45 - 4:45, Katie Brown
    1. Create Flawless Legal Documents
    2. Master Document Formatting and Style
    3. Utilize Document Automation Tools
  6. Financial Management in a Law Office
    5:00 - 6:00, Rachel V. Rose
    1. Understand Legal Billing and Financial Management
    2. Billing and Invoicing
    3. Financial Reporting and Analysis

Materials Due Date: 01/08/2025


Event Materials Support

Email: eventmaterials@nbi-sems.com

Phone: (800) 777-8707



Susi Boss has been a senior paralegal with Higdon, Hardy & Zuflacht, L.L.P. for 22 years. She is the past president of the paralegal division of the State Bar of Texas and a member of the State Bar of Texas Family's Law Section, The College of the State Bar of Texas, San Antonio Bar Association, National Association of Legal Assistants, and San Antonio Paralegal Association. Ms. Boss earned her associates degree from the College of Paralegal Studies.

Katie Brown is the associate dean for information resources at Charleston School of Law. Her research and scholarship interests are in the areas of intellectual property, acting skills for lawyers, law and literature, management, and a variety of legal research related topics. Ms. Brown has taught specialized, beginner, and advanced legal research courses and seminars on legal technology for practice, art of advocacy, and contracts. She is a very active member of the American Association of Law Libraries (AALL). Ms. Brown has participated in a variety of leadership roles throughout the association chapters and special interest sections. She earned her B.F.A. degree from DePaul University, her master's degree in library and information science from the Drexel University iSchool and her J.D. degree from Seattle University School of Law. In 2024, Ms. Brown also received the Inaugural Technology & Ethics Award from the Association of American Law Schools Section on Technology, Law and Legal Education (AALS).

Rachel V. Rose , JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.

Accreditation

Email: credit@nbi-sems.com

Phone: (866) 240-1890

Customer Service

Email: customerservice@nbi-sems.com

Phone: (800) 930-6182

Event Materials Support

Email: eventmaterials@nbi-sems.com

Phone: (800) 777-8707


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