Litigation & Appeals

4.44

Efficient Case Management for the Modern Litigation Attorney

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 50 minutes
Paul Taylor
Victoria Schall
Harley Herman
Jennifer El-Kadi
Kamal Packer
Susan Greenberg
With Paul R. Taylor from Byrnes Keller Cromwell LLP + 5 others
Recorded June 19, 2026.
Product ID 102212

Buy This Course

Course Includes
$429

OnDemand Video

Course Book Download

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

  1. Calendars, Deadlines, and Task Prioritization
  2. Leveraging Technology for Smarter Case Management
  3. Using AI to Support Litigation Case Management
  4. Identifying and Eliminating Case Bottlenecks
  5. High-Efficiency Discovery Management
  6. Streamlining Motion Practice and Brief Writing
  7. Managing Litigation Teams and External Resources
  8. Ethical Considerations

Related Topics

Product ID 102212

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 6 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Alabama CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics/professionalism credit.

Arkansas CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

California CLE Approved · 6 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 7 Total Credits
  • 1.2 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.

Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.

Connecticut CLE Approved · 6 Total Credits
  • 6 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 6.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 6.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 7 Total Credits
  • 7 Technology
  • 1 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 7.0 hours of self-study technology.

Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 7.0 hours of self-study technology.

Georgia CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Hawaii CLE Approved · 6 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 6 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Iowa CLE - 6: "Efficient Case Management for the Modern Litigation Attorney" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics unmoderated activity credit.

Illinois CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 6 Total Credits
  • 5 Non-Legal Subject
  • 1 Ethics

Earn Until

OnDemand - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics and 5.0 hours of non-legal subject credit.

Kansas CLE Approved · 7 Total Credits
  • 2 Law Practice Management
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit and 2.0 hours of law practice management credit.

Video Download - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit and 2.0 hours of law practice management credit.

Kentucky CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.

Video Download - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.

Maine CLE Approved · 6 Total Credits

Earn Until

OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.

Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.

Minnesota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 6 Total Credits

Earn Until

OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Montana CLE Approved · 6 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 6 Total Credits
  • 1 Technology
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility and 1.0 technology.

Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility and 1.0 technology.

North Dakota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

New Jersey CLE Approved · 7.2 Total Credits
  • 1.2 Ethics/Professionalism

Earn Until

OnDemand - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Nevada CLE Approved · 6 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 7 Total Credits
  • 6 Law Practice Management
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the law office management requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the law office management requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 6 Total Credits
  • 1 Professional Conduct

Earn Until

OnDemand - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 7 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Pennsylvania CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Tennessee CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 6 Total Credits

Earn Until

OnDemand - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Video Download - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 6 Total Credits
  • 6 Ethics

Earn Until

OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 6.0 hour of ethics credit.

Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 6.0 hour of ethics credit.

Virginia CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Washington CLE Approved · 6 Total Credits
  • 5 Office Management
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 5.0 hours of Other Approved Subject Areas in the area of office management and 1.0 hour of ethics/professionalism.

Video Download - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 5.0 hours of Other Approved Subject Areas in the area of office management and 1.0 hour of ethics/professionalism.

Wisconsin CLE Approved · 7 Total Credits
  • 6 Law Practice Management

Earn Until

OnDemand - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 6.0 hours of law practice management (LPM) credit.

Video Download - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 6.0 hours of law practice management (LPM) credit.

West Virginia CLE Approved · 7.2 Total Credits
  • 6 Office Management
  • 1.2 Ethics

Earn Until

OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit and 6.0 hours of pre-recorded office management credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit and 6.0 hours of pre-recorded office management credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 6 Total Credits
  • 1 Ethics

OnDemand - Wyoming CLE - 6: The Wyoming State Board of Continuing Legal Education has granted 6.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.

Video Download - Wyoming CLE - 6: The Wyoming State Board of Continuing Legal Education has granted 6.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 6 Total Credits

Earn Until

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.

Missouri CLE Approved · 6 Total Credits

Earn Until

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Calendars, Deadlines, and Task Prioritization

    1. Rule-Based Calendaring: Tips and Tech
    2. Conflict Management for High-Volume Dockets
    3. Staying On Track: Tiered Reminder Systems and Soft Deadlines
    4. The Eisenhower Matrix for Litigators
    5. Handling Last-Minute Changes and Requests

  2. Leveraging Technology for Smarter Case Management

    1. Managing Documents to Prevent Version Confusion and Lost Files
    2. Juggling Client and Internal Communication Without Email Overload
    3. Handling Time and Billing Efficiently Without Disrupting Case Work
    4. Avoiding Manual Data Entry and Administrative Drag

  3. Using AI to Support Litigation Case Management

  4. Identifying and Eliminating Case Bottlenecks

  5. High-Efficiency Discovery Management

    1. Building Effective ESI Protocol
    2. Discovery Document and Data Management
    3. Automating Discovery Logs
    4. Technology-Assisted Review and Production Controls
    5. Tips for Identifying and Addressing Deficiencies Efficiently

  6. Streamlining Motion Practice and Brief Writing

    1. Motion Practice as a Case-Control Tool
    2. The "Brief Bank" System: Tips and Tech
    3. Modular Drafting With Document Assembly Tools
    4. Managing Exhibits, Citations, and Record References

  7. Managing Litigation Teams and External Resources

    1. Keys to Effective Internal Delegation
    2. Working With Vendors and Freelance Attorneys
    3. Leveraging Vendor Management Systems

  8. Ethical Considerations

    1. Duty to Supervise: Technology and Teams
    2. The Ethics of Billing for Automated Work
    3. Duty of Technological Competence
    4. Candor and Accuracy in Automation
    5. Confidentiality in the Cloud

Who Should Attend

This course is designed for attorneys. Paralegals and legal assistants may also benefit.

Speakers

Paul R Taylor
Paul R.
Taylor
Byrnes Keller Cromwell LLP
Victoria A Schall
Victoria A.
Schall
Schall at Law
Harley S Herman
Harley S.
Herman
Law Office of Herman and Herman
Jennifer J El-Kadi
Jennifer J.
El-Kadi
JEK Law, LLC
Kamal O Packer
Kamal O.
Packer
Kamal Packer Law
Hon. Susan L Greenberg
Hon. Susan L.
Greenberg
San Mateo County Superior Court
Speaker bio
Paul R Taylor

Paul R. Taylor

Byrnes Keller Cromwell LLP
Paul 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.

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Victoria A Schall

Victoria A. Schall

Schall at Law
Victoria 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.

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Harley S Herman

Harley S. Herman

Law Office of Herman and Herman
Harley 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.

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Jennifer J El-Kadi

Jennifer J. El-Kadi

JEK Law, LLC
Jennifer 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.

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Kamal O Packer

Kamal O. Packer

Kamal Packer Law
Kamal 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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Hon. Susan L Greenberg

Hon. Susan L. Greenberg

San Mateo County Superior Court
Susan Greenberg

(Ret.) is currently a neutral with Signature Resolution. She is a former San Mateo County Superior Court Judge with 26 years on the bench and a legal career that spans prosecution, private civil practice, and one of the most wide-ranging judicial tenures in the Bay Area. Judge Greenberg was elected to the San Mateo County Superior Court in 2014, having served as Commissioner since 2000. She served two consecutive terms as Criminal Presiding Judge from 2020 through 2021, guiding the court through the COVID-19 pandemic by rapidly implementing remote proceedings while managing a significantly reduced staff. Judge Greenberg also founded and chaired the court's AI Committee from its inception in 2023 through 2025, championed the court's transition to paperless processes, and developed the informal discovery conference program, one-day divorce initiative, and family-centered case resolution protocols, all of which reflected her governing conviction that the court system is genuinely hard on people, and any tool that can move them through it faster and with less stress is worth building. Before the bench, she served as a Deputy District Attorney in San Mateo County, conducting more than 30 jury trials as a prosecutor before transitioning to private civil practice, where she handled personal injury, breach of contract, family law, real estate, and probate matters and mediated family law disputes. Those early years informed Judge Greenberg's belief that settlement, pursued honestly and with discipline, is nearly always the better outcome for all parties, and this tenet has guided every phase of her career since. She earned her J.D. degree from UC Law San Francisco (formerly Hastings College of the Law) and her B.A. degree from Claremont McKenna (formerly Men's) College.

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