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Category Archives: Trial Notebooks

Paralegal Checklist for Trial.

11 Sunday Mar 2018

Posted by Celia C. Elwell, RP in Litigation, Technology, Trial Notebooks, Trial Tips and Techniques

≈ 1 Comment

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Christina Roberts CP, Digital Paralegal Services, Trial Preparation, Trial Techonology

What Does A Paralegal Do At Trial: Six Things Your War Room Must Have, by Christina Roberts, CP, Digital Paralegal Services (with permission from author and website)

http://bit.ly/2IkFXb5

This excellent post highlights important steps to prepare for trial. This is especially helpful when your trial is out of town.

I like the emphasis on the trial notebook. Your lead counsel may specify something similar. Regardless, it is your job to make sure they have whatever works for them. Still, this trial notebook is ideal, and is an excellent model to follow.

Some quick words about using technology in the courtroom. Visit the courtroom ahead of time. Write down the location of all electrical outlets. Take a lot of duct tape. Use duct tape to secure all wires and cords.

Ask the judge’s staff whether the judge has a preference or pet peeves. Perhaps the judge has local rules for technology in the courtroom?

If you got to trial often, you likely have your own stories of technology attempts that didn’t work. That could be a post all by itself. Mainly, my best advice to you is that, whatever can go wrong, will go wrong. Anticipate it, and be ready with a back-up plan. -CCE

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Cool Tip – How To Re-Number Your Exhibits’ Bates Stamps For Trial.

23 Sunday Nov 2014

Posted by Celia C. Elwell, RP in Adobe Acrobat, Bates Numbers, Exhibits, Legal Technology, Trial Notebooks, Trial Tips and Techniques

≈ Comments Off on Cool Tip – How To Re-Number Your Exhibits’ Bates Stamps For Trial.

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Adobe Acrobat, Bates Numbering, Court Technology and Trial Presentation Blawg, Litigation, Ted Brooks, Trial Exhibits, Trial Tips & Techniques

Trial Tech Tips – TrialDirector Bates Numbering, by Ted Brooks, Court Technology and Trial Presentation Blawg  

http://tinyurl.com/ok53uvl

This tip is one of the best ways to use Adobe Acrobat’s Bates-numbering feature. Not to take away from TrialDirector, but you can do this entirely with Adobe Acrobat. It is fast and easy. If you have not tried it, I strongly encourage it. Mr. Brooks’ post will explain why. -CCE

This article is the first in a series entitled ‘Trial Tech Tips.’ Focused on the crossroads of law and technology, and in no particular order, we will share a collection of proven and tested methods for accomplishing a wide variety of common and/or critical tasks encountered during trial preparation or presentation. We will also try to rank them from one to ten on a ‘geek scale,’ with one being not too technical, and 10 being very technical.

On a geek scale of one to ten, this article would be rated at about an 8.

In litigation, it is generally a good idea to make sure that when a certain document is referred to, it is that exact document, and not another version of the same. In situations where there are more than one, and it can be proven, it can result in an interesting trial.

Bates numbering has been around for some time, and is one good method of making sure that everyone is on the same page – literally. Through the years, inked stamps have been used, printed stickers, and nowadays the method most commonly used adds them via software – generally in the lower right corner of each page. Although the most efficient methods can handle a large volume all in one operation, this can also be done at the individual document level.

There are many reasons for adding a Bates number to your exhibits, and there are many for adding yet another Bates number. For instance, if your exhibits have already been numbered according to document productions, it may be helpful to add another set of numbering tied to trial exhibit numbers. This makes it easier for counsel, judges, witnesses and jurors to quickly get to any given exhibit page. Rather than having some lengthy production-based Bates number (e.g., PLTF000024) that may or may not be followed by its next numerical page (PLTF000025) when used in a trial exhibit, we can simply make reference to the trial exhibit and page number (e.g., 0178-002 would be trial exhibit 178, page 2). . . .[Emphasis added.]

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Trial Tips For Paralegals.

20 Saturday Sep 2014

Posted by Celia C. Elwell, RP in Exhibits, Paralegals/Legal Assistants, Trial Notebooks, Trial Tips and Techniques

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Betsy Horn CLA, Paralegals, State Bar of Texas Paralegal Division, Texas Paralegal Journal, Trial Tips & Techniques

A Paralegal’s Guide to Preparing for a Civil Trial, by Betsy Horn, CLA, Texas Paralegal Journal (Summer 1997), ©1997 Legal Assistants Division, State Bar of Texas

http://txpd.org/TPJ/08/horn.html

Do not let the date give you the notion that there’s nothing here worth your attention. Ms. Horn’s article and checklist is invaluable for any paralegal preparing for, or assisting, at trial. Although trial technology and the tools you use may have changed, the common sense and advice in this article is just as true today as in 1997.

Regardless of whether you live in Texas, please don’t ignore the Texas Paralegal Journal. As you can see, it’s been going strong for a long time. I strongly recommend that you look at the Journal’s web page, http://txpd.org/TPJ/75/default.asp. Now that you’ve found it, stay a while. Click on TLJ Online. There is a wealth of information there, just waiting to be plucked. -CCE

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Nine Top Tips for Paralegals Preparing for Trial.

09 Monday Jun 2014

Posted by Celia C. Elwell, RP in Adobe Acrobat, Animations, Bates Numbers, Legal Technology, Paralegals/Legal Assistants, PowerPoint, Presentations, Trial Notebooks, Trial Tips and Techniques, Witness Preparation

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Courtroom Presentations, Legal Assistants, Paralegals, Trial Preparation

9 Critical Steps for Trial Preparation, by David J. Dempsey, Paralegal Today Magazine (formerly Legal Assistant Today)

http://paralegaltoday.com/issue_archive/features/feature1_ja03.htm

I suspect that any paralegal with significant trial experience would have other things to add to this list. But it’s still good advice and a good start. -CCE

[P]aralegals play an indispensable role in the trial preparation process. It’s imperative that, in conjunction with the lead counsel, you design and adhere to a plan to make sure your energies — and those of the entire support team — are focused on the tasks that will contribute most to the success of the trial.

As the final phases of intense trial preparation approach, paralegals can wear many hats: coordinating schedules, monitoring deadlines, helping prepare witnesses and documents, organizing files and exhibits, preparing subpoenas and working with all members of the support team, including expert witnesses, outside vendors, and other legal assistants and attorneys involved in the trial.

Every trial attorney will use the talents of a paralegal in different ways. In my practice, I tend to rely heavily on paralegals and delegate a considerable amount of responsibility to them.

While the following guidelines will not work for every trial team, these are nine critical steps I believe paralegals can take to help make sure when the opening gavel falls at trial, your team is prepared to prevail. . . .

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Comprehensive Discussion of Trial Procedure and Techniques

19 Saturday Oct 2013

Posted by Celia C. Elwell, RP in Closing Argument, Cross-Examination, Direct Examination, Evidence, Judges, Jury Selection, Making Objections, Opening Argument, Trial Notebooks, Trial Tips and Techniques

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Closing Argument, Cross-Examination, Direct Examination, Indiana University School of Law, James A. Tanford, Jury Selection, Objections, Opening Argument, Trial Notebooks, Trial Tips and Techniques

Everything You Ever Wanted To Know About Trial Procedure And Tactics, by James A. Tanford, Indiana University School of Law
http://www.law.indiana.edu/instruction/tanford/web/reference/basictactics.html

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