how experienced paralegals use case management strategies to prepare for trial

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HOW EXPERIENCED HOW EXPERIENCED PARALEGALS USE CASE PARALEGALS USE CASE MANAGEMENT MANAGEMENT STRATEGIES TO STRATEGIES TO PREPARE FOR TRIAL PREPARE FOR TRIAL

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HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL. Documents and Lists that Will Prove to be Invaluable. Pre-trial memorandum Trial exhibit list Trial witness list Witness notebook. Organizing Files for Easy, Efficient Access. Organize file - PowerPoint PPT Presentation

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Page 1: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

HOW EXPERIENCED HOW EXPERIENCED PARALEGALS USE CASE PARALEGALS USE CASE

MANAGEMENT MANAGEMENT STRATEGIES TO STRATEGIES TO

PREPARE FOR TRIALPREPARE FOR TRIAL

Page 2: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

Documents and Lists that Will Documents and Lists that Will Prove to be InvaluableProve to be Invaluable

►Pre-trial memorandumPre-trial memorandum►Trial exhibit listTrial exhibit list►Trial witness listTrial witness list►Witness notebookWitness notebook

Page 3: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

E1

Case name Court information

TRIAL EXHIBIT LIST EXHIBIT #

DESCRIPTION

WITNESS

EVIDENCE

Page 4: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

E2 LUCAS AND CAVALIER, LLC By: Matthew S. Marrone, Esquire ID No.: 82900 Attorneys for Defendants 1601 Market Street, Suite 2230 Philadelphia, PA 19103 (215) 751-9192

JOSEPH LEPONE and ANNE LEPONE, h/w,

Plaintiffs,

v. O. HAMPTON BROWN, III and SUSAN BROWN,

Defendants.

IN THE COURT OF COMMON PLEAS CHESTER COUNTY, PENNSYLVANIA

NO. 05-05374

JURY TRIAL DEMANDED

Presiding Judge: The Honorable Robert J. Shenkin Chester County Court of Common Pleas 15th Judicial District 2 North High Street, Courtroom 2 West Chester, PA 19380 (610) 344-6170

Plaintiff(s) Attorney: Michael DiGenova, Esquire Badey, Sloan & DiGenova 1528 Walnut Street Suite 1500 Philadelphia, PA 19102 (215) 790-1000 (215) 790-0604 [email protected]

Defendant(s) Attorney: Matthew S. Marrone, Esquire Lucas & Cavalier, LLC 1601 Market Street, Suite 2230 Philadelphia, PA 19103 (215) 751-9192 (215) 7519277 [email protected]

Trial Date(s): March 19, 20, 21, 22 & 23, 2007

Court Reporter: Helen Conover

Courtroom Deputy: Richard Keeley

Plf No.

Def No.

Date offered

Marked

Admitted

Description of Exhibits and Witnesses

Page 5: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

E3

LUCAS AND CAVALIER, LLC By: Matthew S. Marrone, Esquire ID No.: 82900Attorneys for Defendants 1601 Market Street, Suite 2230 Philadelphia, PA 19103 (215) 751-9192

JOSEPH LEPONE and ANNE LEPONE, h/w,

Plaintiffs,

v. O. HAMPTON BROWN, III and SUSAN BROWN,

Defendants.

IN THE COURT OF COMMON PLEAS CHESTER COUNTY, PENNSYLVANIA

NO. 05-05374

JURY TRIAL DEMANDED

TRIAL WITNESS LIST Monday, March 19, 2007: Thursday, March 22, 2007 1. 1. 2. 2. 3. 3. Tuesday, March 20, 2007: Friday, March 23, 2007 1. 1. 2. 2. 3. 4. 5. Wednesday, March 21, 2007: 1. 2. 3.

Page 6: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

Organizing Files for Easy, Organizing Files for Easy, Efficient AccessEfficient Access

►Organize fileOrganize file►Continue to update and organize fileContinue to update and organize file►Pack filePack file

Page 7: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

Additional Tips on Organizing Additional Tips on Organizing FilesFiles

►Be familiar with the area of law and the Be familiar with the area of law and the legal system involved in the particular legal system involved in the particular filefile

►Be familiar with the policies that a Be familiar with the policies that a particular office may dictate for client particular office may dictate for client filesfiles

►Be familiar with the manner in which a Be familiar with the manner in which a particular attorney wishes the files to particular attorney wishes the files to be organized be organized

Page 8: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

Evidence and ExhibitsEvidence and Exhibits

►Meet with attorney to discuss Meet with attorney to discuss coordination/organization of trial coordination/organization of trial exhibitsexhibits

►Documents to bring to meetingDocuments to bring to meeting►Marking exhibitsMarking exhibits►Reproduction of exhibitsReproduction of exhibits

Page 9: HOW EXPERIENCED PARALEGALS USE CASE MANAGEMENT STRATEGIES TO PREPARE FOR TRIAL

Advance Planning with the Clerk Advance Planning with the Clerk and Other Court Staffand Other Court Staff

►Special instructions by the JudgeSpecial instructions by the Judge►Equipment in courtroom to use Equipment in courtroom to use ►Who to talk to about arranging use of Who to talk to about arranging use of

courtroom equipmentcourtroom equipment►Who to talk to about arranging outside Who to talk to about arranging outside

equipment and exhibit into courtroomequipment and exhibit into courtroom