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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. 

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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

  • WSPA General Membership and Board Meeting

    • 11/15/2023
    • 10/16/2024
    • 12 sessions
    • Zoom

    The WSPA General Membership and Board Meeting is a monthly meeting comprised of the elected Officers and Directors of the Washington State Paralegal Association, and the WSPA membership. We meet monthly to discuss current issues, programs, and goals related to the association, its membership, and paralegal profession in Washington state. 

    All members of the Washington State Paralegal Association are welcome to attend and meet with the current Officers and Directors.

    Meetings are held the third Wednesday of each month, starting at 6:30pm. 

    Meetings are currently held virtually via Zoom and we encourage members across the state to attend.

    Please email or message us for Zoom ID and code.

    Show details

  • 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

  • Difficult Client Scenarios: An Ethical Guide for Paralegals

    • 04/23/2024
    • 12:00 PM - 2:15 PM
    • Webcast

    Register: /Program%20Description%20Navigate%20the%20Gray%20Areas%20With%20Confidence%20Never%20give%20legal%20advice,%20keep%20clients%20reasonably%20informed%20-%20you%20know%20the%20rules.%20But%20in%20the%20real%20world,%20things%20are%20rarely%20straightforward.%20In%20this%20program,%20knowledgeable%20faculty%20will%20reveal%20solutions%20to%20the%20ethical%20dilemmas%20you%20face%20every%20day.%20From%20handling%20unreasonable%20client%20requests%20to%20delivering%20bad%20news,%20get%20the%20guidance%20you%20need%20to%20avoid%20ethics%20pitfalls%20while%20also%20maintaining%20a%20high%20standard%20of%20client%20service.%20Register%20today!%20Discover%20how%20to%20respond%20to%20client%20inquiries%20without%20falling%20into%20the%20legal%20advice%20trap.%20Learn%20how%20to%20tactfully%20get%20honest%20answers%20out%20of%20the%20lying%20client.%20Ensure%20proper%20communications%20with%20clients,%20whether%20they're%20difficult%20to%20contact%20or%20calling%20multiple%20times%20a%20day.%20Uncover%2010%20simple%20yet%20effective%20tips%20for%20preventing%20billing%20disputes.%20%20Who%20Should%20Attend%20This%20intermediate%20level%20course%20is%20designed%20to%20give%20paralegals%20the%20knowledge%20they%20need%20to%20ethically%20handle%20difficult%20clients%20and%20uncomfortable%20scenarios.%20Those%20who%20should%20at

    Program Description

    Navigate the Gray Areas With Confidence

    Never give legal advice, keep clients reasonably informed - you know the rules. But in the real world, things are rarely straightforward. In this program, knowledgeable faculty will reveal solutions to the ethical dilemmas you face every day. From handling unreasonable client requests to delivering bad news, get the guidance you need to avoid ethics pitfalls while also maintaining a high standard of client service. Register today!

    • Discover how to respond to client inquiries without falling into the legal advice trap.
    • Learn how to tactfully get honest answers out of the lying client.
    • Ensure proper communications with clients, whether they're difficult to contact or calling multiple times a day.
    • Uncover 10 simple yet effective tips for preventing billing disputes.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to ethically handle difficult clients and uncomfortable scenarios. Those who should attend include:

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

    Course Content

    1. What Can You Do? When Clients...
    2. Dealing With Common Client Problems
    3. Working With Clients Who Have Disabilities or Cultural Differences
    4. Avoiding Billing Disputes: Top 10 Tips for Paralegals
    Show details

  • A Paralegal's Guide to Researching and Investigating

    • 04/24/2024
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-Researching-and-Investigating/Video-Webinar/98445ER_4050401?st=WA

    Program Description

    Practical Insights on Conducting Legal Investigations

    Whether you're new to the paralegal practice, or you've got years of experience under your belt, this course is for you! In this comprehensive program, you'll learn helpful pointers for conducting social media research, delve into top tactics - and legal risks - of using AI in legal research, analyze best practices for requesting public records, and much more. Build your skills - register today!

    • Review best practices for interviewing clients and witnesses.
    • Get practical tips for finding background information and locating individuals.
    • Adopt best practices for obtaining medical and employment records.
    • Discover the legal essentials of combing through financial and tax records.
    • Receive tips for organizing your investigation results.

    *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 tips and tricks for conducting legal research and investigations. Those who should attend include:

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

    Course Content

    1. Practical Techniques for Interviewing Witnesses and Clients
    2. Finding Background Information and Locating People
    3. Using Artificial Intelligence (AI) While Conducting Legal Research: Top Tactics and Legal Risks
    4. Paralegal Pointers for Obtaining and Analyzing Employment and Medical Records
    5. Top Tips for Requesting Public Agency and Private Business Records
    6. Sifting Through Tax and Financial Records
    7. Best Practices for Organizing the Results of Your Investigation
    8. Ethical Considerations for Paralegals
    Show details

  • Paraleal's Guide to Discovery and Evidence in Personal Injury Litigation

    • 04/25/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-s-Guide-to-Discovery-and-Evidence-in-Personal-Injury-Litigation/Video-Webinar/98315ER_4054768?st=WA

    Program Description

    Make the Most Out of Discovery, Help Your Attorney Build a Case

    When a paralegal's skills are on point, a personal injury attorney is bound for success. Join our experienced faculty as they walk you through the discovery process and discuss key evidence to look for in personal injury cases. Leave no stone unturned - register today!

    • Review key paralegal responsibilities during the discovery phase of a personal injury case.
    • Learn how to gather important information using interrogatories, document production requests, and more.
    • Build your medical record request and review skills.
    • Learn how get evidence off of smartphones and social media sites or apps.
    • Help your attorney prepare for trial by readying the essential exhibits for the courtroom.

    Who Should Attend

    This intermediate level program is designed to give paralegals the knowledge required for navigating through the discovery process in a personal injury case. Those who should attend include:

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

    Course Content

    1. Accident Investigation and Witness Interview Techniques
    2. Discovery Requests and Responses
    3. Document Management Tips
    4. Obtaining and Reviewing Medical and Other Records
    5. Collecting and Producing Smartphone and Social Media Evidence
    6. Paralegals' Guide to Depositions in Personal Injury Cases
    7. Preparing and Organizing Evidence and Exhibits for Trial
    Show details

  • Law Office Management Techniques for Paralegals: Organization of Work

    • 04/26/2024
    • 8:00 AM - 9:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Law-Office-Management-Techniques-for-Paralegals-Organization-of-Work/Video-Webinar/98488ER_4042196?st=WA

    Program Description

    Tips and Tricks for Delegating Tasks, Calendaring, and More

    This quick-tips guide shows you how to get organized and enhance your productivity. Identify tips for prioritizing tasks, develop effective delegation strategies, and discover useful organizational tech tools. Take your skills to the next level - register today!

    • Learn the latest best practices for time management and task prioritization.
    • Review essential guidelines for case file management.
    • Examine best practices for using Excel spreadsheets to track deadlines, trial dates, and more.

    *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 course will provide attendees with savvy organizational tips and tactics. Those who should attend include:

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

    Course Content

    1. Task Prioritization and Time Management: Ensuring Paralegal Best Practices
    2. Best Practices in Keeping Case Files Organized for Easy Access and Maintenance
    3. Efficiently Delegating Tasks: Essential Guidelines
    4. Guidelines for Constructing an Effective Calendaring System
    5. Excel Spreadsheets: Best Practices to Track Trial Dates, Client/Call Notes, Deadlines, etc.
    6. Helpful Resources and Tech Tools
    Show details

  • WSPA Lunch and Learn - Billing Best Practices

    • 04/26/2024
    • 12:00 PM - 1:00 PM
    • Zoom
    • 18 registrants
    Register

    Billing is the component of the practice of law that everyone has an emotional response to.  It can be overwhelming and intimidating, for the paralegals writing billing entries, the attorneys reviewing them, and the client's understanding them. 

    In this first CLE session of 2024, we will focus on billing.  Why it is so critical to get right and best practices for capturing all time and drafting billing entries that are approved by management and paid by clients.  

    • Importance of Billing Accuracy
    • Tracking time
    • Writing Entries


    Show details

  • Trusts and Estates Law for Paralegals

    • 04/30/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Trusts-and-Estates-Law-for-Paralegals/Video-Webinar/98450ER_4052214

    Program Description

    Practical Estate Planning and Administration Essentials

    Paralegals play a pivotal role in helping attorneys provide critical legal services to clients in matters of trusts and estates, from drafting simple POAs and recording transfers to valuation and probate of the decedent's assets and the settling of the estate. This broad-based overview offers foundational knowledge to help accomplish the tasks paralegals typically handle in this area of law. Build your skills - register today!

    • Get a solid grasp of fundamental legal terminology and concepts.
    • Understand the laws of intestacy and their implications.
    • Explore typical types of trusts and their applications.
    • Ensure you can accurately assess the estate's value.
    • Learn how to assist in probate petition preparation and filing.
    • Get tips for effective communication with various stakeholders.
    • Clarify how to prevent unauthorized practice of law (UPL) in estate planning practice.

    Who Should Attend

    This intermediate level estate planning kit is designed to help you build your essential skills. Those who should attend include:

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

    Course Content

    1. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources
    2. Legal Research and Case Intake Tips From the Pros
    3. Wills, Trusts, and Other Critical Estate Planning Documents
    4. Types of Trusts, Their Uses, and Basic Provisions
    5. Asset Valuation and Inventory
    6. Accounting and Recordkeeping: Tips From Experienced Paralegals
    7. Probate Process Assistance and Case Management
    8. Communication With Fiduciaries, Beneficiaries, and Third Parties
    9. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates
    10. Paralegal Ethics Issues in Trusts and Estates Practice
    Show details

  • Records Request Guide for Paralegals: Public, Medical, Phone and More

    • 04/30/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Records-Request-Guide-for-Paralegals-Public-Medical-Phone-and-More/Video-Webinar/98316ER_4053237?st=WA

    Program Description

    Tailored Insights for Getting the Records You Need

    Join our experienced faculty as they discuss the essentials of making records requests in and outside of discovery. From public records to medical records, phone records, and more, gain the skills you need to gather key information and evidence for the case. Expand and build your knowledge - register today!

    • Examine the best practices for records requests.
    • Learn how to obtain records from medical and mental health providers.
    • Confidently locate and secure financial, employment, and business records.
    • Review best practices for record organization and handling.

    Who Should Attend

    This intermediate level course is designed to give the following attendees the knowledge needed to request different records:

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

    Course Content

    1. How to Request Medical and Mental Health Records
    2. Obtaining Financial, Employment, and Business Records
    3. Requesting Social Media, Email, and Phone Records
    4. Must-Know Websites: Finding Public Records and Information Online
    5. FOIA Process, Public Records Law Compliance, and Recent Legal Developments
    6. Best Practices for Organizing and Handling Records
    Show details

  • Tips and Tricks for Online Legal Research and Case Citations for Paralegals

    • 05/07/2024
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Tips-and-Tricks-for-Online-Legal-Research-and-Case-Citations-for-Paralegals/Video-Webinar/98528ER_4050778?st=WA 

    Are you up to date on best practices for developing effective search terms? Do you know how to validate that a case is still current? What are good resources for finding background information on a topic? Join our veteran faculty for legal research insights no paralegal should go without. Register today!

    • Learn effective web-searching techniques.
    • Demonstrate best practices for conducting statutory and case law research.
    • Hear what databases are best for finding background information.
    • Discover emerging trends in legal research.

    *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 course is designed to provide attendees with effective legal research methods. Those who should attend include:

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

    Course Content

    1. Emerging Trends in Legal Research: ChatGPT and Other Forms of AI, Legal Analytics, etc.
    2. How to Search Like a Pro
    3. Statutory Law and Case Law Research: Essential Guidelines
    4. Investigative Research: Locating Persons and Finding Background Information
    Show details

  • Family Law Case Management for Paralegals

    • 05/08/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Family-Law-Case-Management-for-Paralegals/Video-Webinar/98530ER_4053700?st=WA

    Program Description

    Tangible Organizational Strategies, Practical Trial Prep Tips, Case Management Tools, and More

    Whether you're new to family law, or you're just looking for a refresher on case management, this course is for you! Join our seasoned faculty as they delve into essential guidelines for handling difficult clients, maintaining files, scheduling court dates and appointments, and much more. Elevate your skills - register today!

    • Review best practices for communicating with clients.
    • Learn new tactics for organizing files.
    • Formulate strategies for analyzing financial information.
    • Obtain best practices for trial preparation.
    • Explore various case management tools and helpful forms.

    *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 basic level course will provide attendees with practical case management tips and tricks. Those who should attend include:

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

    Course Content

    1. Best Practices in Client Communication
    2. Techniques for Case Development and File Management
    3. Do's and Don'ts of Litigation Management and Trial Prep
    4. Gathering and Analyzing Financial Information
    5. Insights on Helpful Software and Tools in Family Law
    6. Paralegal Ethics
    Show details

  • Paralegals' Guide to Complex Personal Injury Cases

    • 05/09/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Complex-Personal-Injury-Cases/Video-Webinar/98544ER_4061620?st=WA 

    Program Description

    Unravel Tough Discovery Issues, Medical Records Challenges, and More

    Personal injury cases with voluminous documents, complicated medical issues, multiple parties, experts, and other issues can quickly make you feel overwhelmed. This guide will equip you with actionable techniques to keep your head above water as the work and challenges pile up. Discover effective methods for tackling complex case issues - register today!

    • Get tips for staying on top of the flood of incoming and outgoing discovery.
    • Keep medical records organized even when dealing with voluminous records and multiple providers.
    • Learn practical hints for coordinating with multiple experts.
    • Receive pointers for reducing and resolving ERISA liens.
    • Uncover real-world insights for preparing for complex and high-stakes trials.

    Who Should Attend

    This advanced level course is designed to give paralegals the knowledge they need to be an asset during complex personal injury cases. Those who should attend include:

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

    Course Content

    1. Quick Tips for Troubleshooting Discovery Challenges
    2. Complex Medical Record Issues and Answers
    3. Practical Pointers for Coordinating With Experts
    4. Minimizing ERISA Liens
    5. Advanced Trial Preparation Insights
    Show details

  • Employment Discrimination Litigation for Paralegals" Advanced Issues and Answers

    • 05/15/2024
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Employment-Discrimination-Litigation-for-Paralegals-Advanced-Issues-and-Answers/Video-Webinar/98536ER_4067856?st=WA

    Program Description

    Advanced Strategies for Handling Employment Discrimination Litigation Challenges

    Uncooperative interviewees, technical glitches, and ethical landmines - employment discrimination cases can go downhill fast, and the stakes are often high. Do you have the knowledge you need to sidestep common issues that can derail your attorney's case? Join our distinguished faculty as they reveal savvy ways to address the biggest challenges paralegals encounter in employment discrimination cases. Expand your expertise - register today!

    • Stay on top of the latest employment discrimination litigation trends.
    • Discover essential guidelines for submitting an EEOC claim.
    • Formulate advanced strategies for drafting discovery requests and responses.
    • Get creative tips for assisting attorneys with depositions.
    • Uncover practical ways to help your attorney during trial.

    Who Should Attend

    This advanced level course is designed to provide attendees with tips for helping attorneys overcome employment discrimination litigation roadblocks. Those who should attend include:

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

    Course Content

    1. Employment Discrimination Case Law and Litigation Trends: What Paralegals Need to Know
    2. Administrative Charges and Initial Filings: Creative Insights From Top Paralegals
    3. Discovery in Employment Discrimination: Insights From the Pros
    4. Creative Insights for Assisting Attorneys With Depositions in Employment Discrimination Cases
    5. Advanced Trial Prep and Assistance for Paralegals
    6. Avoiding Ethical Issues in Employment Discrimination Law
    Show details

  • Collections: Debt Validation and Verification Letters for Paralegals

    • 05/16/2024
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Collections-Debt-Validation-and-Verification-Letters-for-Paralegals/Video-Webinar/98651ER_4059104?st=WA

    Program Description

    Improve Your Collections Communication Skills

    The FDCPA mandate of sending out debt validation letters has been in effect for a couple years, and the mistakes are rolling in. This practical legal guide clarifies the requirements, analyzes common mistakes debt collectors make, and outlines best practices collections paralegals should adopt today. Ensure all your collection efforts are not only effective but compliant. Register today!

    • Clarify what constitutes "initial contact" when it comes to the debt validation timing requirement.
    • Discuss what must and should be included in a good debt validation letter.
    • Avoid top validation notice mistakes that land collectors in hot water.
    • Find out what must be done when the debtor sends a debt verification letter.

    Who Should Attend

    This intermediate level course will provide attendees with insight into issues they can help with when attempting to collect on a debt. Those who should attend include:

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

    Course Content

    1. Validation Letters
      1. Current FDCPA and CFPB Rules
      2. Timing Requirements
      3. What Constitutes "Initial Communication"
      4. What Must be Included and Optional Disclosures
      5. Time-Barred Debt Limitations
    2. Sample Validation Letter Review
    3. Common Mistakes Collectors Make With Validation Notices
    4. Debt Verification Letters
      1. Timing
      2. Content Requirements
      3. Collector Response to Debt Verification Letters
    Show details

  • Asset Management in Elder Law for Paralegals

    • 05/21/2024
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Asset-Management-in-Elder-Law-for-Paralegals/Video-Webinar/98645ER_4067667?st=WA

    Program Description

    Build Your Skills!

    Paralegals working in elder law play a vital role in assisting attorneys with asset management for their clients. To effectively perform this role, paralegals need a strong understanding of various aspects, including common types of assets, the mechanics of common asset transfers, gathering and organizing financial documents, benefits eligibility, and more. This cogent summary will give you the information you'll need to get (and stay) up to speed. Register today!

    • Distinguish between Medicaid excluded and included assets.
    • Get practical tips for obtaining and organizing financial information.
    • Explore common types of assets aging clients use and their forms of ownership and transfer.
    • Understand LTC insurance and other care funding options.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to assist attorneys with elder care planning. Those who should attend include:

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

    Course Content

    1. Identifying and Understanding Types of Assets Clients Use
    2. Gathering and Organizing Financial Documents
    3. Assisting With Asset Transfers (Including Real Estate Transfers)
    4. Financial and Medicaid Planning Insights
    5. Long-Term Care Insurance and Other LTC Funding Options
    6. Investment and Financial Planning Essentials
    Show details

  • Litigation Boot Camp for Paralegals

    • 05/22/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Litigation-Boot-Camp-for-Paralegals/Video-Webinar/98475ER_4054444?st=WA

    Program Description

    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.

    Who Should Attend

    This intermediate level course will provide litigation best practices attendees can put to work immediately. Those who should attend include:

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

    Course Content

    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

  • Paralegal Power Skills: Productivity and Communications

    • 05/23/2024
    • 11:00 AM - 2:15 PM
    • Webcast

    Register:https://ipe.nbi-sems.com/ProductDetails/Paralegal-Power-Skills-Productivity-and-Communication/Video-Webinar/98501ER_4042432?st=WA

    Program Description

    Fuel Your Professional Growth

    Successful paralegals know that brute force is not the solution to heavy workloads and tight deadlines. You must work smart to succeed under pressure, by developing repeatable techniques that reduce the burden of everyday tasks and responsibilities. This program is designed to help you build the critical power skills you need to excel as a paralegal - register today!

    • Learn how to get the most out of everyday technology, including MS Word, Outlook, and Google Search.
    • Get actionable advice for eliminating top time wasters from your workday.
    • Discover techniques used by highly effective legal communicators.
    • Learn how to start thinking like a project manager.

    *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 course is designed to provide attendees with tips and tricks for enhancing their productivity and communication skills. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    1. Getting the Most Out of Everyday Technology
    2. Eliminating Distractions and Structuring Your Workday
    3. Secrets of Highly Effective Communicators
    4. Applying Project Management Principles to Your Daily Work
      Show details

    1. Electronic Medical Records 2024 for Paralegals

      • 05/29/2024
      • 7:00 AM - 2:00 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/Electronic-Medical-Records-2024-for-Paralegals/Video-Webinar/98546ER_4075225?st=WA

      Program Description

      Best Practices for Obtaining, Verifying, and Using EMRs

      Electronic medical records carry a wealth of information beyond traditional paper medical records. Do you have the tools and skills to take advantage of these new opportunities? This legal course delves into the laws and tactics of obtaining, organizing, and preparing EMRs for trial. Learn to prepare medical chronologies and summaries, get tips for reviewing EMRs, and more. Register today!

      • Speak the language of medical records! Get a refresher on the common medical terms and abbreviations.
      • Learn how common EMR software systems are structured.
      • Ensure you obtain EMRs in their entirety and spot omissions and manipulation.
      • Find more effective ways of organizing EMRs.
      • Hear the latest on data security and HIPAA PHI protections.

      Who Should Attend

      This advanced level course is designed to give paralegals the information they need to improve their handling of electronic medical records. Those who should attend include:

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

      Course Content

      1. Medical Terms Refresher and Useful Research Resources
      2. EMR (Electronic Medical Records) Systems Architecture
      3. Requesting Electronic Medical Records (EMRs)
      4. Verifying Electronic Medical Records (Don't Overlook Metadata!)
      5. Organizing, Managing, and Reviewing EMRs
      6. Preparing Medical Chronologies and Summaries
      7. HIPAA Compliance and Cybersecurity: Best Practices to Avoid Breaches and Safeguard PHI
      8. Legal Ethics in Electronic Medical Records Management
      Show details

    2. A Paralegal's Guide to the Ultimate Trial Notebook

      • 05/30/2024
      • 12:00 PM - 3:15 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-the-Ultimate-Trial-Notebook/Video-Webinar/98545ER_4072672?st=WA

      Program Description

      Seamlessly Aid the Legal Team Throughout Trial

      A poorly put together trial notebook can leave your attorney desperately fumbling for information, documents, and evidence in the heat of trial. A truly outstanding one will leave them looking quick on their feet, confident, and competent. This guide will show how to create a notebook that is not just good but exceptional. Learn the keys to fashioning a trial notebook that will enhance - not hamper - your attorney's courtroom impact. Register today!

      • Discover the most effective ways to structure and organize trial notebooks.
      • Blend best practices with your attorney's individual style and needs.
      • Minimize clutter while ensuring nothing vital is left out of the trial notebook.
      • Learn how to make the most of electronic trial notebooks.
      • Find out how to maintain the trial notebook throughout the trial process.

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

      *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 course is designed to teach attendees how to prepare an effective trial notebook. Those who should attend include:

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

      Course Content

      1. Early Preparation Strategies
      2. Checklists and Organization Techniques
      3. Mastering Electronic Trial Notebooks
      4. Maximizing Trial Notebook Utility in the Courtroom
      Show details

    3. Probate and Estate Administration for Paralegals

      • 06/05/2024
      • 7:00 AM - 2:00 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/Probate-and-Estate-Administration-for-Paralegals/Video-Webinar/98738ER_4083201?st=WA

      Program Description

      Confidently Assist in Probate and Estate Administration

      Do you have the best system in place for setting up client files; managing probate deadlines and communications; and preparing estate inventories, final accountings, and tax returns? This practical course will give you tips for improving your processes and drafting skills. Register today!

      • Walk through the essential steps of probate and estate administration.
      • Get practical tips for creating the file and organizing the incoming and created documents.
      • Create better inventories with help from experienced faculty.
      • Establish and maintain proper communication with clients, executors, and other parties.
      • Effectively handle final accounting and distributions.

      Who Should Attend

      This intermediate level course will allow attendees to improve their estate administration skills. Those who should attend include paralegals, legal assistants, and legal support staff.


      Course Content

      1. Estate Administration Process Overview and First Steps
      2. Setting Up the File
      3. Communicating With Executors, Clients, and Other Parties
      4. Inventory: Preparing Asset Lists and Analyzing Records
      5. Management of the Estate
      6. Trusts Management and Taxation in Estate Administration
      7. Final Account, Distributions, and Estate Closing
      8. Ethics in Probate
      Show details

    4. ChatG{T and Generative AI Guide for Paralegals

      • 06/06/2024
      • 11:00 AM - 2:15 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/ChatGPT-and-Generative-AI-Guide-for-Paralegals/Video-Webinar/98729ER_4063643?st=WA

      Program Description

      Best Practices for Using ChatGPT to Automate Legal Tasks

      ChatGPT and other generative artificial intelligence (AI) tools are spreading like wildfire throughout law firms. Do you know how to use these innovative technologies to your advantage? This practical course teaches you the fundamentals of ChatGPT and delves into its use cases for paralegals. Keep your skills current - register today!

      • Identify different use cases of generative AI for paralegals.
      • Walk through best practices for automating client communication with ChatGPT.
      • Pick up strategies for drafting legal documents.
      • Improve your ChatGPT prompts with tried-and-true tips from our experienced faculty.

      *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 tips and tricks for using ChatGPT and other forms of generative AI in the law firm. Those who should attend include:

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

      Course Content

      1. Insights on What ChatGPT Is, How It Works, and What It Can Do for Paralegals
      2. How to Get Started: Creating an Account, Obtaining Access, Custom Instructions, and Ensuring Accuracy and Confidentiality
      3. Using ChatGPT to Automate Client Communication: Legal Best Practices
      4. Using ChatGPT to Draft Production Requests and Other Documents
      5. Top Tips for Writing Effective ChatGPT Prompts (With Sample Prompts)
      Show details

    5. Top 8 Things Construction Paralegals Must Know

      • 06/12/2024
      • 7:00 AM - 2:00 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/Top-8-Things-Construction-Paralegals-Must-Know/Video-Webinar/98732ER_4085885?st=WA

      Program Description

      Master the Basics From Bid Documents to Disputes

      Get a better understanding of your role in construction law! Our experienced faculty will show you how to gain basic mastery on eight crucial areas that construction paralegals need to be well-versed in. From the procurement process to disputes, learn the essentials of how to provide effective support to attorneys and clients. Register today!

      • Walk through the procurement process and bid documents.
      • Learn how to read and understand construction drawings.
      • Review key elements and provisions of construction contracts.
      • Examine the project impacts and legal aspects of change orders.
      • Understand the requirements and procedures for filing mechanic's liens.
      • Get tips for staying on top of project schedules, deadlines, and documentation.
      • Know your role and ways to shine in construction disputes.

      Who Should Attend

      This basic level program covers key areas of construction projects to which paralegals can add value. Those who should attend include:

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

      Course Content

      1. The Procurement/Bidding Process and Documents
      2. How to Read Construction Project Plans, Drawings, Blueprints, and Specifications
      3. Construction Contracts and Subcontracts 101
      4. Identifying and Monitoring Construction Project Schedules and Deadlines
      5. The Essentials of Change Orders
      6. Mechanic's Liens: Preparation, Filing, and Releases
      7. Tips for Organizing and Maintaining Project Files, Meeting Minutes, Correspondence, and Contracts Throughout the Project Lifecycle
      8. The Paralegal's Role in Construction Disputes
      Show details

    6. Paralegal Pitfalls and Pointers: Pleadings, Motions, Briefs, Discovery Requests and Answers

      • 06/13/2024
      • 11:00 AM - 2:15 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Pitfalls-and-Pointers-Pleadings-Motions-Briefs-Discovery-Requests-and-Answers/Video-Webinar/98688ER_4067835?st=WA

      Program Description

      All the Dos and Don'ts for Litigation Documents You Work With Every Day

      Litigation document mistakes can be distracting at best - and case-damaging at worst. Is your drafting error free? Are you looking for little ways to polish your skills? Our seasoned faculty will round up the most common mistakes in pleadings, motions, briefs, citations, and discovery requests and responses. They will also reveal creative ways to fine-tune these documents. Build your drafting awareness and skills - register today!

      • Gain new insights on drafting complaints and responses.
      • Discover the top 30 legal writing errors you never want to make.
      • Learn how to draft better, less-objectionable discovery requests.
      • Make the forms do the work: learn how to create templates and use other “shortcuts” in MS Word.

      *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 course will assist attendees in advancing their legal document drafting skills. Those who should attend include:

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

      Course Content

      1. Powering Up Your Pleadings, Motions, Briefs, and Citations
      2. Top 30 Typographical Errors, Grammatical Pitfalls, Words, and Concepts to Avoid
      3. Discovery Drafting: Refining Your Requests and Polishing Your Responses
      4. MS Word, Adobe, and Metadata: Legal Document Creation Insights
      Show details

    7. MS Word, Outlook, and Excel Secrets Only the Top Paralegals Know

      • 06/19/2024
      • 7:00 AM - 2:00 PM
      • Webcast

      Register: https://ipe.nbi-sems.com/ProductDetails/MS-Word-Outlook-and-Excel-Secrets-Only-the-Top-Paralegals-Know/Video-Webinar/98727ER_4087079?st=WA

      Program Description

      Tips for Customizing Word's Settings, Taming Your Inbox, Using Pivot Tables, and More

      Build your skills! In this practical, paralegal-focused guide, our expert faculty reveal the latest tips and tricks for using Microsoft Word, Outlook, and Excel in the law firm. From essential guidelines to publishing and collaborating in Word to best practices for protecting worksheets and workbooks, this course has it all. Register today!

      • Get guidance for maximizing your use of Microsoft Word.
      • Enhance your productivity with nifty Microsoft Outlook tips and tricks.
      • Improve your Microsoft Excel skills.
      • Discover useful collaboration tools for the law firm.
      • Know the latest cybersecurity threats to legal departments.

      *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 course will provide attendees with tips and tricks for mastering Microsoft Word, Outlook, and Excel. Those who should attend include:

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

      Course Content

      1. Paralegal Tips and Tricks for Using Microsoft Word in the Law Firm
      2. How to Become a Paralegal Power User of Microsoft Word
      3. Microsoft Outlook Tips and Tricks for Paralegals
      4. Techniques for Using Microsoft Excel in the Law Firm
      5. Utilizing Intermediate Excel Features
      6. Critical Collaboration Tools and Tactics for Paralegals
      7. Cybersecurity Tips and Traps
      Show details

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

    206.653.7259

    info@wspaonline.org

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