Civil Case Managment instruction for paralegals. Accepted as CLE credit seminar by the N.C. Bar

1. The Unnatural Practice of Case Management Deborah M. Welsh, MPA, NCCP Lawyers East Greenville, North Carolina June 14, 2008

2. Is this how you feel?

3. Why is good case management “unnatural?”

8. Why is good case management necessary?

17. On the outside of the redwell, use your 1” x 3” label to identify the following: Client’s name Case Number Date of Occurrence SOL Atty/Paralegal JOHN A. DOE 08 PI 123 2/14/08 2/14/11 RAP/DMW

22. Table of Contents- Pleadings 6/2/08 Reply 5 4/29/08 Answer 4 3/31/08 Affidavit of Service 3 2/1/08 Complaint 2 2/1/08 Summons 1 Date Document Item

33. Electronic Case Management

38. Advantages of Electronic Case Management

39. Some advantages of using an electronic case management system: 1. Lower copying and mailing costs. 2. Lower file storage costs. 3. Instant access to a client’s file from offsite locations, such as courtrooms, other law offices, libraries or home. 4. Lower cost for production of documents 5. Instant and convenient way to send documents and information to reviewing experts.

42. 11. Provides efficient tracking of events. 12. Becomes a repository of important original documents that have been scanned. Critical in the event of loss of documents due to weather, fire, etc. 13. Allows instant redacting or marking of documents at trials or hearings.

45. Equipment

48. Software

66. See information at a glance

71. Calendaring

72. How afraid are you that you might miss a court date or other important event?

77. Billing