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Overview
Tech-Forward Strategies for Streamlining Litigation Workflows
In litigation practice, a single missed deadline or procedural error can derail an entire case. This course highlights tactics and technology to optimize workflows and resolve inefficiencies. Explore the systems successful attorneys use to maintain efficiency in litigation case management - register today!
- Discover how artificial intelligence and other tech tools can assist in litigation case management.
- Avoid missed deadlines with rule-based calendaring and tiered reminder systems.
- Audit your workflows to find bottlenecks, anticipate delays, and resolve roadblocks.
- Reduce time spent on document review and discovery logs with modern technology.
- Optimize your drafting process with "Brief Banks" and document assembly tools.
- Balance delegation and supervision to avoid ethical concerns.
Abbreviated Agenda
- Calendars, Deadlines, and Task Prioritization
- Leveraging Technology for Smarter Case Management
- Using AI to Support Litigation Case Management
- Identifying and Eliminating Case Bottlenecks
- High-Efficiency Discovery Management
- Streamlining Motion Practice and Brief Writing
- Managing Litigation Teams and External Resources
- Ethical Considerations
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Mississippi CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| North Dakota CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Calendars, Deadlines, and Task Prioritization
- Rule-Based Calendaring: Tips and Tech
- Conflict Management for High-Volume Dockets
- Staying On Track: Tiered Reminder Systems and Soft Deadlines
- The Eisenhower Matrix for Litigators
- Handling Last-Minute Changes and Requests
-
Leveraging Technology for Smarter Case Management
- Managing Documents to Prevent Version Confusion and Lost Files
- Juggling Client and Internal Communication Without Email Overload
- Handling Time and Billing Efficiently Without Disrupting Case Work
- Avoiding Manual Data Entry and Administrative Drag
-
Using AI to Support Litigation Case Management
-
Identifying and Eliminating Case Bottlenecks
-
High-Efficiency Discovery Management
- Building Effective ESI Protocol
- Discovery Document and Data Management
- Automating Discovery Logs
- Technology-Assisted Review and Production Controls
- Tips for Identifying and Addressing Deficiencies Efficiently
-
Streamlining Motion Practice and Brief Writing
- Motion Practice as a Case-Control Tool
- The "Brief Bank" System: Tips and Tech
- Modular Drafting With Document Assembly Tools
- Managing Exhibits, Citations, and Record References
-
Managing Litigation Teams and External Resources
- Keys to Effective Internal Delegation
- Working With Vendors and Freelance Attorneys
- Leveraging Vendor Management Systems
-
Ethical Considerations
- Duty to Supervise: Technology and Teams
- The Ethics of Billing for Automated Work
- Duty of Technological Competence
- Candor and Accuracy in Automation
- Confidentiality in the Cloud
Who Should Attend
This course is designed for attorneys. Paralegals and legal assistants may also benefit.
Speakers
Speaker bio
Paul R. Taylor
is a partner with Byrnes Keller Cromwell LLP. He is a veteran trial lawyer, having tried over 40 cases to verdict or decision. He has been widely recognized for his trial skills. Following the verdict in a two-month jury case, the trial judge in open court described him as “one of the toughest cross-examiners” she had ever seen. He is a Fellow of the American College of Trial Lawyers. Membership in the College is by invitation only, and is limited to the top one percent of trial lawyers. Mr. Taylor is ranked among the top ten litigators in Washington by Chambers USA, which reports that he “has acquired an excellent reputation thanks to trial victories in cases involving matters as diverse as business ownership, antitrust and consumer protection, professional liability, employment and securities.” Matters he has tried include the successful defense of a $200 million legal malpractice case, defense of a criminal bid-rigging case against one of the nation’s leading energy producers, a specific performance case involving the relocation of an NBA franchise, a high-stakes patent dispute for one of the nation’s leading consumer products manufacturers, a First Amendment commercial speech case for a professional sports team, a federal criminal antitrust and perjury prosecution, a three-month civil rights and takings case, plaintiff’s personal injury and wrongful death claims, and real property disputes. Areas of concentration include real estate, professional liability defense, general commercial disputes, securities, antitrust and consumer protection, condemnation and employment. Finally, as Special Counsel to the Washington Commission on Judicial Conduct, Mr. Taylor has investigated and tried several judges accused of misconduct. Mr. Taylor is a member of the King County, Washington State and American bar associations. He received his B.A degree from the University of Washington and his J.D degree magna cum laude from Gonzaga University School of Law.
Speaker bio
Ada Y. Wang
is an attorney in the New York office of Wilson Sonsini Goodrich & Rosati, where she is a member of the firm's internet and technology litigation practice. Her work encompasses a variety of intellectual property and antitrust litigations. Ms. Wang is co-chair of the Asian American Bar Association of New York's IP Committee. Prior to joining the firm, she was an associate in the New York office of White & Case LLP, where she focused on pharmaceutical antitrust class action litigations and complex commercial litigations. In law school, Ms. Wang was a judicial intern for the Honorable Richard Andrews of the U.S. District Court of Delaware. She earned her B.A. degree, magna cum laude, from Brown University and her J.D. degree from University of Virginia School of Law.
Speaker bio
Victoria A. Schall
is an attorney with Schall at Law in New Jersey office, where she concentrates her practice on civil litigation claims for nursing home abuse and neglect. She earned her B.A. degree from Loyola College in Maryland and her J.D. degree from Appalachian School of Law. Ms. Schall is a member of the American Association for Justice, New Jersey Association for Justice, New Jersey State Bar Association, Virginia Trial Lawyers Association, Burlington County Bar Association, Camden County Bar Association and the NCCNHR/The Consumer Voice. She is admitted to practice in New Jersey, Pennsylvania, District of Columbia, Virginia and U.S. District Court, District of New Jersey.
Speaker bio
Harley S. Herman
practices probate, wills and trust law, and general civil trial law at the Law Office of Herman and Herman in Plant City, Florida. In addition to seminar presentations, he has taught estates and trust law at the FAMU College of Law, and business law and criminal justice at Savannah State University. Mr. Herman is best known for his unprecedented Florida Supreme Court petition that posthumously reinstated the bar membership of Virgil Hawkins, the man whose decade-long litigation desegregated the University of Florida at the cost of his right to attend; a sacrifice that delayed his admission to the bar until he was 70 years old. He then co-counseled with the Wall Street law firm of Sullivan and Cromwell, and the Lawyer's Committee for Civil Rights Under Law, which was established by President John F. Kennedy. He earned his J.D. degree from the University of Florida and his LL.M. degree from Stetson University College of Law. Mr. Herman has served as chair and vice chair of numerous Florida Bar sections and committees, including the Student Education and Admission to Bar Committee, Prepaid Legal Services Committee, and Equal Opportunities of Law Section. In 2021, he served on a committee of the Florida Board of Bar Examiners, tasked with evaluating options for the addition of a skills-related component to the Florida Bar exam. For over three decades, he has served as a member of the Florida Bar's Lawyer Advising Lawyers program, which provides advice to attorneys when they encounter troubling or unfamiliar issues while representing clients. Mr. Herman is the founder and president of the Virgil Hawkins Historical Society, and has published a book about Mr. Hawkins, A Cause Worth Fighting For. In his spare time, Mr. Herman offers hundreds of hours of services each year to attorneys who contact him with challenging legal issues encountered in their practices, answering their phone calls and emails after hours and during weekends and holidays.
Speaker bio
Jennifer J. El-Kadi
is a litigation attorney and founder of JEK Law, LLC, where she advocates for survivors of sex abuse and human trafficking, as well as individuals injured in motor vehicle accidents. Her practice is rooted in the belief that those who have been silenced or harmed deserve fierce, trauma-informed legal representation-and she brings both compassion and precision to every case she handles. Ms. El-Kadi has built her career fighting for plaintiffs who cannot fight for themselves. She previously served as partner and chief operating officer at Babin Law, where she led the firm's Human Trafficking Department and helped file the first civil TVPRA lawsuit in the country. Under her leadership, the docket expanded from 100 to more than 2,100 active cases. She helped coordinate national litigation strategy across jurisdictions after the denial of MDL centralization, spearheading complex multi-defendant actions against corporate enablers and contributing to early case law development under the TVPRA and CAVRA. In addition to her leadership in sex abuse litigation, Ms. El-Kadi provides high-quality co-counsel support to firms nationwide-stepping in on an overflow or project basis to draft complaints, discovery, and motions, and guide litigation strategy in high-stakes cases. Her background spans personal injury, mass torts, and trauma-informed justice alternatives. As COO at Babin Law, she scaled national dockets involving Uber, Lyft, NEC, Hernia Mesh, CPAP, Hair Relaxer, and Valsartan, optimizing intake workflows and CRM systems. She also clerked under Judge Zottola in Pennsylvania's Veterans Court, where she supported diversion programs for justice-involved veterans facing service-related trauma.
Speaker bio
Kamal O. Packer
is a trial lawyer specializing in complex civil litigation, personal injury, medical malpractice, and commercial business and transactional law. He is a military veteran who served 11 years of active duty in the U.S. Coast Guard before practicing law, wherein his responsibilities were tailored to finances, logistics and hurricane response. Mr. Packer graduated from American Military University with a Bachelor of Arts in philosophy, and earned his Juris Doctorate from Loyola University New Orleans College of Law, all while fulfilling his active-duty military service. While earning his law degree, he externed for the U.S. Coast Guard’s District 8 Legal Division and the Honorable Bruce T. Smith (retired), a then administrative law judge for the Department of Homeland Security. Throughout his legal career, Mr. Packer was a law clerk for the Honorable Paula Brown and Honorable Dale Atkins at the Louisiana Fourth Circuit Court of Appeal. Mr. Packer has also handled civil suits representing both plaintiffs and defendants for renowned law firms throughout Louisiana and Texas. He is a member of the Louisiana State Bar Association, New Orleans Bar Association, Federal Bar Association, A.P. Tureaud Inn of Court and Greater New Orleans Louis A. Martinet Legal Society.
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