Discovery, Organization and Record Keeping Tips for Associates and Paralegals

Kelly L. Burris
Kelly L. Burris | Cordell & Cordell

Kelly Burris is a seasoned legal professional with an impressive array of accomplishments in the field of Family Law.

On-Demand: January 30, 2024

Discovery, Organization and Record Keeping Tips for Associates and Paralegals

$195.00 1.5 hour CLE

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Program Summary

This course will provide associates and paralegals with tips on record keeping, requesting, and organizing discovery and proper set up and maintenance of case files for family law cases and most civil practice areas. We will discuss working with clients, attorneys and third parties to get the records that are needed for cases and keeping them easily accessible throughout the case. We will provide an overview of the paralegal’s role in taking a case from beginning to end. This will include a discussion on deadlines, preparing discovery, indexing, organization and preparing for trial. The course will cover danger zones and how to avoid them as well as legal obligations to the client, opposing party and the court.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Discovery and Deadlines, includes indexing, bates labeling and filing
  • Communication with Clients, Attorneys, and the Court
  • Getting documents from third parties
  • Danger zones: medical records, wiretapping, originals, and client requests
  • Hearing and Trial Preparation
  • The Finish Line and closing files

Date / Time: January 30, 2024

Closed-captioning available

Speakers

Kelly L. Burris_FedBarKelly L. Burris | Cordell & Cordell
Kelly Burris is a seasoned legal professional with an impressive array of accomplishments in the field of Family Law. With over 22 years of experience, Kelly is licensed to practice in both Texas and Oklahoma, demonstrating her commitment to serving diverse communities.
Kelly holds the prestigious title of being Board Certified in Family Law by the Texas Board of Legal Specialization, showcasing her expertise and dedication to maintaining the highest standards in her practice.
As a Partner at Cordell & Cordell, the largest law firm in the U.S. exclusively specializing in Family Law, Kelly plays a pivotal role in providing exceptional legal counsel and representation to clients navigating complex family matters.
Her contributions to the legal community have been recognized through previous listings as both a Super Lawyer and Rising Star in Texas Monthly, attesting to her exceptional skills and reputation among peers.
Kelly’s insights and expertise extend beyond the courtroom, as she has been quoted in reputable publications such as Newsweek, the New York Times, and the London Telegraph. Her commentary often covers a spectrum of issues, including divorce, cryptocurrency, and other pertinent matters related to family law, contributing to national and international discourse.

In addition to her media presence, Kelly has demonstrated her commitment to knowledge sharing by publishing articles in Divorce Magazine and Family Lawyer Magazine. Her dedication to advancing the field is further evidenced by her role as an educator, having taught Continuing Legal Education (CLE) seminars nationwide on various aspects of family law.

With a track record of excellence, Kelly Burris continues to be a driving force in the legal community, offering unparalleled expertise and guidance to those navigating the complexities of Family Law.

Agenda

I. Discovery and Deadlines, includes indexing, bates labeling and filing | 11:00am – 11:15am

II. Communication with Clients, Attorneys, and the Court | 11:15am – 11:30am

III. Getting documents from third parties | 11:30am – 11:45pm

IV. Danger zones: medical records, wiretapping, originals, and client requests | 11:45am – 12:00pm

Break | 12:00pm – 12:10pm

V. Hearing and Trial Preparation | 12:10pm – 12:25pm

VI. The Finish Line and closing files | 12:25pm – 12:40pm