In this webinar, you’ll learn about the paralegal’s key role in preparing for a federal court case and keeping up with deadlines. You’ll receive a detailed checklist to guide you in preparing and organizing a federal case, from the inception of the case right up to the actual trial. Among other things, you’ll learn about:

  • Initial case organization, including:
    • Bates number documents
    • Bates index
    • Witness index
    • Key Evidence index
    • Pleading index
  • The importance of using calendars, including:
    • Electronic calendars
    • Jurisdictional deadlines
  • Making initial disclosures, including:
    • The federal and local rules
    • The continuing duty to supplement
    • Tactical considerations
  • The trial order
  • Discovery deadlines, including:
    • Motions to compel
    • Witness preparation
    • The duty to supplement disclosures and discovery responses
  • Trial preparation
  • What to do during the trial
Faculty Member
Frank Zacherl
Shutts & Bowen LLP

Frank A. Zacherl is a partner in the Miami office of Shutts & Bowen LLP, where he is Co-Chair of the firm's Class Action and Mass Litigation Practice Group, and a leading member of the Insurance Practice Group. Mr. Zacherl concentrates his practice in complex civil litigation and electronic commerce, with an emphasis on trial work, class action defense, and high-stakes commercial matters. Mr. Zacherl has served as lead counsel in dozens of significant jury trials and numerous bench trials. He is a graduate of George Washington University National Law Center.

CLE Credits (Law)

Credit Value Type Format
NALA 1.25 On-Demand/Recording
NFPA 1.25 On-Demand/Recording
AL - - Credit not available
AK - - Credit not available
AR - On-Demand/Recording
AZ - - Credit not available
CA - - Credit not available
CO - On-Demand/Recording
CT - On-Demand/Recording
DE - On-Demand/Recording
FL - On-Demand/Recording
GA - On-Demand/Recording
HI - On-Demand/Recording
IA - On-Demand/Recording
ID - On-Demand/Recording
IL - On-Demand/Recording
IN - On-Demand/Recording
KS - On-Demand/Recording
KY - On-Demand/Recording
LA - On-Demand/Recording
ME - On-Demand/Recording
MN - On-Demand/Recording
MO - On-Demand/Recording
MS - On-Demand/Recording
MT - On-Demand/Recording
NC - On-Demand/Recording
ND - On-Demand/Recording
NE - On-Demand/Recording
NH - On-Demand/Recording
NJ - On-Demand/Recording
NM - On-Demand/Recording
NV - On-Demand/Recording
NY - On-Demand/Recording
OH - On-Demand/Recording
OK - On-Demand/Recording
OR - On-Demand/Recording
PA - On-Demand/Recording
RI - On-Demand/Recording
SC - On-Demand/Recording
TN - On-Demand/Recording
TX - On-Demand/Recording
UT - On-Demand/Recording
VA - On-Demand/Recording
VT - On-Demand/Recording
WA - On-Demand/Recording
WI - On-Demand/Recording
WV - On-Demand/Recording
WY - On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

100% of attendees recommend this webinar

5 out of 5 stars
from 2 customer reviews


5 out of 5

I thought the speaker was thorough, and the information provided was helpful, especially the insight into the federal court judges, and how they operate.

Melissa R.


4 out of 5

I very much appreciated Mr. Zacherl knowledge and expertise regarding utilizing paralegals to the fullest extent.

Colleen W.

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Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

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