Optimizing Legal Workflow From Client Intake to Case Resolution: Streamline and enhance processes within a law firm

Eda Rosa
Eda Rosa | Eda Rosa LLC

Eda Rosa is the driving force behind Eda Rosa LLC, a legal education and professional development training company.

On-Demand: March 14, 2024

This class is included in the Federal Bar Association CLE Pass

Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

This program is only available to All-Access Pass Members.
All-Access Pass

Free access to all CLE programs w/active subscription. Annual subscription only $395/yr.

2 hour CLE

Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

This comprehensive course is designed to equip legal professionals with the knowledge and skills needed to streamline and enhance processes within a law firm. With a focus on strategic process development, participants will learn how to optimize workflow, increase efficiency, and adapt to the evolving landscape of legal practice. The course covers key aspects of process improvement, from client intake to case resolution, ensuring that participants are well-prepared to navigate the complexities of a modern law firm.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Client Intake and Onboarding
  • Case Management and Workflow Optimization
  • Legal Research and Information Management
  • Communication and Collaboration
  • Data Analytics for Law Firms
  • Compliance and Risk Management
  • Continuous Improvement and Adaptability

Closed-captioning available

Speakers

Eda Rosa_FedBarEda Rosa, CEO | Eda Rosa LLC

Eda Rosa is the driving force behind Eda Rosa LLC, a legal education and professional development training company. With over two decades of experience aiding attorneys nationwide in efficient caseload management, creating reliable legal education programs, and improved client relationships, Eda founded Eda Rosa LLC on the principle of universal professionalism. Through her operational analysis plans and strong work ethic, she’s saved firms millions while achieving optimal legal case outcomes. Eda’s background includes 15 years as a paralegal in Florida, which inspired her to establish her own venture in 2017. She’s the host of Let’s Talk Paralegal podcast, author of the Let’s Talk Paralegal book, and an active member of select organizations like Lean In and Namati Global Legal Empowerment Network. Eda’s ultimate goal is to foster positive change by equipping legal professionals at all levels with essential skills for their career growth, which she achieves through webinars, podcasts, one-on-one sessions, speaking engagements, and online courses via Eda Rosa LLC. Her constant commitment to learning and embracing growth defines her philosophy.

Agenda

I. Client Intake and Onboarding | 10:00am – 10:20am

II. Case Management and Workflow Optimization | 10:20am – 10:40am

III. Legal Research and Information Management | 10:40am – 11:00am

Break | 11:00am – 11:10am

IV. Communication and Collaboration | 11:10am – 11:25am

V. Data Analytics for Law Firms | 11:25am – 11:40am

VI. Compliance and Risk Management | 11:40am – 11:55am

VII. Continuous Improvement and Adaptability | 11:55am – 12:10pm

More CLE Webinars
Trending CLE Webinars
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Wolf, Greenfield & Sacks, P.C.
On-Demand
Fraudulent Transfers Uncovered (2025 Edition)
Fraudulent Transfers Uncovered (2025 Edition)
Schwartz Law Group, LLC
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Trial Lawyers for Justice, Hanker Law PC
On-Demand
Renewable Energy Tax Credits After the Inflation Reduction Act
Renewable Energy Tax Credits After the Inflation Reduction Act
Pillsbury Winthrop Shaw Pittman LLP
On-Demand
The Current State of Play of Carbon Credit Markets
The Current State of Play of Carbon Credit Markets Mon, December 30, 2024
On-Demand
Live Replay
Upcoming CLE Webinars
Dividing Military Pensions (2025 Edition)
Dividing Military Pensions (2025 Edition) Mon, December 16, 2024
Live Webcast
Common Cyber Threats and How to Reduce Risk
Common Cyber Threats and How to Reduce Risk Wed, December 18, 2024
Live Webcast
Inherited IRAs in Estate Planning (2025 Edition)
Inherited IRAs in Estate Planning (2025 Edition) Thu, December 19, 2024
Live Webcast
Offshore Asset Protection and Estate Planning
Offshore Asset Protection and Estate Planning Thu, December 19, 2024
Live Webcast
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition) Mon, December 30, 2024
On-Demand
Live Replay
The Current State of Play of Carbon Credit Markets
The Current State of Play of Carbon Credit Markets Mon, December 30, 2024
On-Demand
Live Replay
Business Judgment Rule: What Attorneys Should Know
Business Judgment Rule: What Attorneys Should Know Thu, January 16, 2025
Live Webcast