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Preparation of a Powerful Trial Notebook  

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This basic-to-intermediate level program explores how trial notebooks can streamline the trial process and create a more efficient and effective trial team. Those who should attend include: Paralegals, Legal Assistants, Legal Support Staff

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Seminar Summary:

Our panel of experienced faculty members will help you to take the next step toward maximizing your legal team's effectiveness. (see full course description)

 

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Training Course Syllabus:


Help Attorneys Streamline the Trial Process with Effective Trial Notebooks.  

Managing the vast amount of information needed for trial is a challenging undertaking. Creation of an effective trial notebook can be the key to helping your attorney present the client's case in an organized and understandable fashion. While many of the elements that go into each case are similar, every attorney has his or her own unique way of preparing for a trial. Learn how to tailor the trial notebook to meet your individual attorney's needs while creating a trial tool that will improve team productivity. Our panel of experienced faculty members will help you to take the next step toward maximizing your legal team's effectiveness.  

Learn how the legal team can become most effective by:

  • Formatting the trial notebook to the particular case at hand.
  • Creating key sections that will be regularly referenced during trial.
  • Avoiding duplication by cross-referencing key documents within the trial notebook.
  • Working with the attorney to anticipate relevant court-related information.
  • Building in flexibility in anticipation of changing needs.
  • Organizing relevant legal research that may be needed to support case theory.
  • Developing additional notebooks that offer further supporting documentation.


  1. ETHICAL QUESTIONS - THE PRACTICAL DO'S AND DON'TS
    9:00 - 10:00, Tracy Y. Cleckley
    1. Avoiding Situations That May Expose You to UPL
    2. Requirements for Attorney Supervision
    3. Evaluating Conflicts of Interest
    4. Managing Issues of Privilege
  2. THE HOWS AND WHYS OF PREPARING A TRIAL NOTEBOOK
    10:15 - 11:15, Tracy Y. Cleckley
    1. What is a Trial Notebook and What Does it Do?
    2. Formatting the Trial Notebook to the Case at Hand
    3. When to Start Preparing It
    4. Advantages and Disadvantages of a Litigation vs. Chronological Notebook
  3. EFFICIENT ORGANIZATION TECHNIQUES
    11:15 - 12:15, Barbara Belcher
    1. Key Sections and Their Development
    2. Color Coding
    3. How to Cross-Reference Within the Trial Notebook
    4. What Should Not be Included
    5. Building in Flexibility
    6. Effective Management of Electronic Evidence
    7. Automated Organizational Tools - Computerized Trial Notebooks
    8. Being Ready to “Troubleshoot” From the Courtroom
  4. TRIAL RELATED DOCUMENTS
    1:15 - 2:15, Barbara Belcher
    1. General Contact Lists and Court Related Information
    2. Opening Statements
    3. Jury Information and Analysis
    4. Trial Memoranda
    5. Arguments Raised by the Other Side
    6. Closing Arguments and Post-Trial Matters
    7. Other Ways to Assist Your Attorney Throughout the Trial Process
  5. KEY LEGAL ELEMENTS
    2:30 - 3:30, Susan Watson
    1. Summary Analysis/Theory of Case
    2. Pleadings and Motions
    3. Legal Research – Case Citations and Other Legal Authorities
    4. Depositions and Discovery
    5. Establishing Proof
  6. SUPPORTING DOCUMENTATION
    3:30 - 4:30, Susan Watson
    1. Witnesses, Experts and Related Information
    2. Exhibits and Evidence
    3. Additional Notebooks
      1. Motions in Limine Notebook
      2. Research Notebooks
      3. Deposition Notebooks
    4. Miscellaneous

Seminar Summary:

Our panel of experienced faculty members will help you to take the next step toward maximizing your legal team's effectiveness. (see full course description)

print this agenda print agenda for the Preparation of a Powerful Trial Notebook training seminar

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