Paralegal Seminar


Paralegal Seminar

PLEASE NOTE THE CHANGE IN LOCATION: It is at the Holiday Inn East Hurstbourne at 1325 S Hurstbourne Pkwy, Louisville, KY 40222.

This seminar is for paralegals and support staff. Just look at the topics that are in this one-day seminar.

8:30 a.m.

  • Initial case intake—recognizing all causes of action
  • Handling intake calls or initial client meeting; setting expectations and goals; methods of communication
  • Opening the case: signed contract, medical or other authorizations, medical history, identifying witnesses, considering all available coverages, health insurance, government benefits, short or long term disability benefits; setting reminders and warnings; social media review and warnings to client; criminal background of parties involved; considering law and regulations; determining need for experts; photos of scene; Google maps; defendant research; setting up probate files
  • Initial letters of representation to adverse parties; preservation of evidence letters, getting police reports, 911 calls or photos, determining further investigation needs, setting up PIP and reserving benefits, health insurance notices; obtaining wage information
  • Collecting medical records, medical bills, health insurance logs, PIP logs, calculating medical balances; following the client’s treatment; recommending providers; considering lien amounts, witness statements; video of client and witnesses
  • Demand Package/Pre-lit Settlements—drafting demands, organizing medical records and bills, working with the attorney/client to value the case, proper calculation of settlement summaries, consideration for video demand or Day in Life video; affect on family members; consideration of in-home visit
  • Negotiation/breakdown of settlement proceeds, net to client, negotiating reductions with providers, hiring outside counsel for lien resolution; limited power of attorney forms for settlement; probate approval, if necessary
  • Positive social media reviews 

1:00 p.m.

  • Transition from pre-litigation to litigation; review of file for necessary evidentiary plan of action; litigation meeting to manage expectations and goals; plan for defense or jury to get to know your client; periodic meetings with client and witnesses for changes of status
  • Initial case pleadings—information needed to file complaint, identifying parties to name as defendants, verifying corporate names and agents for service of process; e-filing the complaint, filing discovery with the complaint, how to use CourtNet at a basic level, getting certified copies of medical records.
  • Middle of case—discovery plan of action and timeline, setting deadlines; drafting and answering discovery, serving documents, setting up depositions, summarizing depositions; supplementing discovery; coordinating experts' needs, expenses, travel planning
  • Mediation preparation: for the mediator; for the client; for the defense; verifying liens and balances
  • Trial—finalizing evidentiary needs; medical records and bills; reconciliation of payment logs; final trial prep, creating exhibits, creating witness lists, supplementing discovery; managing the client and witness schedules, coordination of food and lodging needs of the trial team, clients, experts or other witnesses; trial run of electronics in actual Courtroom; jury selection; managing social media before trial; keeping the trial team fresh and energetic, presentation of evidence; setting schedule of evidence and witness presentation; checking to make sure all evidence and exhibits introduced; logistics of transportation and storage during trial
  • Post-trial logistics and appellate issues

4:30 p.m.  Seminar Concludes


Holiday Inn East Hurstbourne

1325 S Hurstbourne Pkwy
Louisville, KY 40222


Overnight accomodations

Rooms are available at Hyatt Place Louisville-East, 701 S. Hurstbourne Parkway, two blocks from the KJA office, 844-246-0241 or go to to book your room. Rates start at $90 per night.

Cancellation Policy

Cancellation Policy

Cancellations made by 5:00 p.m. on October 29 receive a 100 percent refund, cancellations made after 5:00 p.m. on October 29 receive a 50 percent refund and cancellations made after 5:00 p.m. on October 30 will not receive a refund, but do receive electronic and audio CLE materials.