Creating a Trial Notebook: From A-Z (2025 Edition)

Hon. Stephen Kaus
Judge Judith H. Ramseyer
Sean P. Healy
Heather Crawford
Hon. Stephen Kaus | JAMS
Judge Judith H. Ramseyer | JAMS
Sean P. Healy | Healy Law Offices P.C
Heather Crawford |

On-Demand: September 24, 2025

2.75 hour CLE

Tuition: $245.00
Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
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

Most cases settle, and the side that looks genuinely ready to try the case is the side that dictates terms. That readiness isn’t a posture—it’s a system: a trial notebook built from the case’s first weeks, not thrown together days before a trial that may never come.

Walk into mediation with your impeachment file indexed and your exhibits organized, and you negotiate from leverage instead of memory. Show up to a deposition able to pull any document in seconds, and the other side recalculates what you’ll do at trial. Keep one undivided binder, and you’re hunting for the page while the moment passes.

This class builds that system end to end—what goes in counsel’s working binder versus the paralegal’s copy, how to structure exhibit and witness management, how to pre-mark exhibits and coordinate with court clerks, and when to go digital, paper, or hybrid. Two retired judges then explain the courtroom deployment the bench rewards if the case goes the distance: motions resolved early, schedules kept tight, downtime eliminated. You leave with one retrieval system that gives you leverage at settlement and command at trial.

What Will You Learn

Attorneys will learn practical tips for creating and using a trial notebook, when to begin creating it in the litigation process, and how to use it in the courtroom.

What Will You Gain

Attorneys will gain the tools and strategies to support trial teams from pretrial planning through trial day, organizing materials for courtroom readiness under pressure.

Key topics to be discussed:

  • Notebook format
    Whether you are creating a physical or digital trial notebook.
  • Working binder
    Materials to include in counsel's working binder, paralegal's copy, and everyone else's copy.
  • Court arguments
    Using the trial notebook for pretrial motions, objections, sidebars, and jury-related arguments.
  • Witness questioning
    Using the trial notebook during direct examination, cross examination, and witness impeachment.
  • Exhibit management
    Pre-marking exhibits and coordinating with court clerks and opposing counsel.
  • Motion practice
    Filing dispositive and in limine motions early to give the judge time to rule

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Hon. Stephen Kaus | JAMS

Hon. Stephen Kaus (Ret.) brings over 50 years of legal experience to his JAMS practice, including 12 years as a judge on the Alameda Superior Court. He managed a direct calendar department with 600 to 800 cases, overseeing complex multiparty and two-party disputes while conducting numerous trials and settlement conferences.

Before his judicial career, Judge Kaus served as a deputy public defender in Contra Costa County, transitioning to civil litigation in 1980. He represented professionals, including engineers, attorneys and judges, handling construction, insurance and commercial disputes, representing both plaintiffs and defendants in multiple complex cases.

In 1990, Judge Kaus joined a midsize San Francisco law firm, where he represented media, cable TV and telecom clients in employment, contract and franchising disputes. He chaired the litigation department, served on the Executive Committee and handled construction cases involving major public buildings such as concert halls and hospitals. He also served on the First District Court of Appeal mediation panel.

A dedicated leader in the Bar Association of San Francisco (BASF), Judge Kaus served on its board of directors and received its Award of Merit along with a special award from the San Francisco Public Defender for his work as chair of its Special Committee on Conflicts Counsel in 1995.

 

Judge Judith H. Ramseyer | JAMS

Judge Judith H. Ramseyer (Ret.) joins JAMS after having acquired a broad range of experience over her 50-year professional career. Known for her thorough preparation, attention to detail and independent thought, Judge Ramseyer wants all participants to feel respected, heard, and to understand how decisions that affect them are made. Having trained as a mental health counselor, she has a strong commitment to problem-solving. Her extensive legal experience helps her quickly identify issues that are key components of complex problems. She also is task-oriented and effective, and her practical insight and creativity help parties reach an equitable resolution. With a relaxed demeanor, Judge Ramseyer brings a confident tenacity to her work.

While she was a practicing lawyer and a superior court judge, Judge Ramseyer gained extensive experience in diverse practice areas and from a variety of perspectives. As an impartial jurist and as an advocate on behalf of both plaintiffs and defendants, she has litigated matters including personal injury, business and commercial disputes, class and shareholder derivative actions, professional negligence, consumer protection, product liability, employment, insurance coverage, real estate and domestic relations. She understands how a case may be viewed by a judge and jury, which can help parties assess the strengths and weaknesses of their own cases.

 

Sean P. Healy | Healy Law Offices P.C

Sean Healy is an attorney in private practice in Tyler, Texas, focusing on business law, civil litigation, family law, and firearms and aviation matters. He has extensive courtroom experience and has spoken at numerous continuing legal education programs for attorneys and judges.

Mr. Healy has served as Course Director for the State Bar of Texas Firearms Law Seminars in 2012 and 2013, is Co-Director of the 2024 Seminar, and has presented at nearly every annual seminar since its inception. He has also taught appellate advocacy in law school and business law at the college level, bringing a strong background in legal instruction.

In addition to his law practice, Mr. Healy is a mediator, arbitrator, and member of the American Arbitration Association’s Panel of Mediators. He has authored multiple publications, including chapters in Texas Perspectives on Firearms Law (2015) and Essentials of Texas Firearms Law (2020), and co-authored the bestselling book The Legal Guide to NFA Firearms and Gun Trusts (2016).

 

Heather Crawford

Heather Crawford is a Minnesota freelance paralegal with 20 years of experience in civil litigation, family law, indigent law, and class actions. She has supported attorneys at every level of the judicial system, from local municipal court all the way to the US Supreme Court. She loves document production and any tasks that lets her organize large piles of paper.

Agenda

SESSION 1 – Practical Tips for Creating and Using a Trial Notebook | 1:00pm – 2:00pm

Build your trial notebook from the litigation’s earliest stages. Learn what belongs in counsel’s working binder versus the paralegal’s copy, and how to deploy it during pretrial motions, objections, sidebars, and witness examination.

BREAK | 2:00pm – 2:10pm

SESSION 2 – Organize, Prepare, Succeed: Trial Preparation Techniques for Paralegals | 2:10pm – 3:10pm

Master the paralegal’s role in trial readiness. Organize pleadings, exhibits, and witness files, align notebooks with pretrial workflows, pre-mark exhibits, coordinate with court clerks, and weigh digital against paper formats for retrieving materials fast under pressure.

BREAK | 3:10pm – 3:20pm

SESSION 3 – May It Please the Court: Effective Trial Practice | 3:20pm – 4:05pm

Hear what judges actually expect. Two retired jurists explain how to resolve motions early, keep witness schedules tight, eliminate downtime, respect courtroom dynamics, and present efficiently—because preparation and professionalism shape how juries judge your case.

Credits

Alaska

Approved for CLE Credits
2.75 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2.8 General

Arkansas

Approved for CLE Credits
2.75 General

Arizona

Approved for CLE Credits
2.75 General

California

Approved for CLE Credits
2.75 General

Colorado

Approved for Self-Study Credits
3 General

Connecticut

Approved for CLE Credits
2.75 General

District of Columbia

No MCLE Required
2.75 CLE Hour(s)

Delaware

Pending CLE Approval
2.75 General

Florida

Approved via Attorney Submission
2.75 General Hours

Receive CLE credit in Florida via Attorney Submission.
Georgia

Approved for CLE Credits
3 General

Hawaii

Approved for CLE Credits
2.75 General

Iowa

Pending CLE Approval
2.75 General

Idaho

Pending CLE Approval
2.75 General

Illinois

Approved for Self-Study Credits
2.75 General

Indiana

Pending CLE Approval
2.75 General

Kansas

Pending CLE Approval
2.75 Substantive

Kentucky

Pending CLE Approval
2.75 General

Louisiana

Pending CLE Approval
2.75 General

Massachusetts

No MCLE Required
2.75 CLE Hour(s)

Maryland

No MCLE Required
2.75 CLE Hour(s)

Maine

Pending CLE Approval
2.75 General

Michigan

No MCLE Required
2.75 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
2.75 General

Missouri

Approved for Self-Study Credits
3.3 General

Mississippi

Pending CLE Approval
2.8 General

Montana

Approved for Self-Study Credits
2.75 General

North Carolina

Pending CLE Approval
2.75 General

North Dakota

Approved for CLE Credits
2.75 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2.75 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
165 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
3.3 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2.7 General

Nevada

Approved for Self-Study Credits
3 General

New York

Approved for CLE Credits
3 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2.75 General

Oklahoma

Pending CLE Approval
3.5 General

Oregon

Pending CLE Approval
2.75 General

Pennsylvania

Approved for Self-Study Credits
3 General

Rhode Island

Pending CLE Approval
3 General

South Carolina

Pending CLE Approval
2.75 General

South Dakota

No MCLE Required
2.75 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
2.75 General

Texas

Approved for CLE Credits
2.75 General

Utah

Approved for Self-Study Credits
3 General

Virginia

Not Eligible
2.75 General Hours

Vermont

Approved for CLE Credits
2.75 General

Washington

Approved for Self-Study Credits
2 Law & Legal, 0.75 Law & Legal

Wisconsin

Approved for Self-Study Credits
3 General

West Virginia

Pending CLE Approval
3.3 General

Wyoming

Pending CLE Approval
2.75 General

More CLE Webinars
Upcoming CLE Webinars
A, B, C’s of Revocable and Irrevocable Trusts
A, B, C’s of Revocable and Irrevocable Trusts Thu, July 9, 2026
On-Demand
Live Replay
Branding for Firms: Ethics & Strategy
Branding for Firms: Ethics & Strategy Thu, July 16, 2026
Live Webcast
Using AI in Your Law Practice: A Step-by-Step Guide
Using AI in Your Law Practice: A Step-by-Step Guide Wed, July 22, 2026
On-Demand
Live Replay
iPad for Lawyers: The Complete Mobile Practice Toolkit
iPad for Lawyers: The Complete Mobile Practice Toolkit Thu, July 23, 2026
On-Demand
Live Replay