From IPE: Legal Ethics of Email for Paralegals: Securing Email Accessed on Personal Phones and Computers

Legal Ethics of Email for Paralegals: Securing Email Accessed on Personal Phones and Computers guest author: James D. Blume Don’t Lose the Phone! The first and most obvious point is to protect the device. Your smart phone or iPad is of no use if it lost or stolen. Despite the obviousness of this point, these devices are routinely lost or […]

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From IPE: Top Ten Tools of the Trade: Workers’ Compensation

Top Ten Tools of the Trade: Workers’ Compensation guest author: Valerie Foote, JD Identify the Facts of the Case. The first point of investigation when a file is received is whether the Claimant is considered an ’employee’, and whether the state in which they are filing their claim has jurisdiction. If you can identify any issues with regard to the […]

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From IPE: Real Estate Transactions – Ten Tips for a Smooth and Efficient Closing Experience

Real Estate Transactions – Ten Tips for a Smooth and Efficient Closing Experience guest author: John T. Banjak Verify that parties executing the sale contract are the “correct parties” – for example, make sure the party purporting to own the property is actually the “record title holder” and if the seller is a business entity, trust or other non-natural person, […]

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From IPE: Quick Tips: Top Ten PowerPoint® Tips for Paralegals

Quick Tips: Top Ten PowerPoint® Tips for Paralegals guest author: Tony Sheffy You have been asked by a partner to put together a timeline in a factually complicated case that is going to trial. The attorney requests that you use PowerPoint® for the project so that your slides might be transitioned into a timeline to assist in the opening statement. […]

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From IPE: Legal Ethics of Email for Paralegals: Email, Retention, and Preservation

Legal Ethics of Email for Paralegals: Email, Retention, and Preservation Guest Author: James D. Blume Back it up! Email should be stored on your firm’s server. But it should be backed up daily, at least. Back up should be to an internal hard drive plus an external hard drive for off-premises storage or storage in the Cloud. But the Cloud […]

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From IPE: 4 Tips for Effective Discovery by Michael Fink, Esq. JD, MPA

4 Tips for Effective Discovery guest author: Michael H. Fink, Esq. JD, MPA Getting everything you ask for in discovery from the opposing party, and organizing their discovery responses are critical for efficient case management and getting great results for your clients. Proper sorting and summarizing responses to interrogatories, documents and admissions is key to formulating strategic approaches to the […]

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From IPE: Tools of the Trade – 10 Technical Tips from Candy Ryan, CRP, BA

10 Technical Tips guest author: Candy J. Ryan, CRP, BA View Hidden formatting codes in Microsoft Word – use the show/hide feature on the tool ribbon located in the Paragraph section and select the icon in the upper right hand corner the paragraph symbol (¶) it will show you the formatting within your document. To go further with this you […]

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From IPE: Top 10 Tips for Preparing Worthy Medical Summaries

Top 10 Tips for Preparing Worthy Medical Summaries Source: IPE Tools of the Trade e-Newsletter Click HERE to join their mailing list. Guest author: Vicki Parker Medical records are considered a “necessary evil.” “Necessary” because they prove or dis-prove the merits of an injury or death. “Evil” because records can be expensive and laborious to manage. Your job as a […]

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From IPE: Preparing Witnesses for Deposition and Trial

Preparing Witnesses for Deposition and Trial Source: IPE Tools of the Trade e-Newsletter Click HERE to join their mailing list. Guest author: Marilyn Stacey Complex litigation paralegals are the liaisons between clients, witnesses, and the potentially intimidating world of the live courtroom. It’s our responsibility to make sure that our client’s story is told honestly and convincingly. We must identify […]

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From IPE: Top Ten Practice Tips For Paralegals: Automobile Accidents

Top Ten Practice Tips For Paralegals: Automobile Accidents Guest Author: Robert J. Hauer, Jr. Schedule the initial client meeting, whenever possible, at the home of the injured person where they are most comfortable and feel in control. At the initial meeting, complete a comprehensive personal injury questionnaire. These forms generally run four to ten pages in length. Having a form […]

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