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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

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

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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

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