Mastering Case Management: Strategies for Efficient & Effective Organization - On Demand CLE

Click here for Access Instructions for On Demand Programs.

Each attendee must register individually as they will need their own login to access the event and comply with CLE requirements.

How does your legal team stay organized? Discovery requests, last-minute witness changes, tight deadlines, new deposition questions, evolving case strategies, ongoing staff communication… Even on a good day, a busy plaintiffs’ firm can feel chaotic. Effective case management can mean the difference between a bad outcome—and a great one.

To navigate the deluge of data you have to track, organize, and process, you may need to look no further than your Microsoft Office Suite. Software programs like MS Word and MS Excel are readily available and easily adaptable to the task of managing your cases.

After 70 jury trials, Eric Ganci has mastered the art of using MS Word and MS Excel in his case management. His method has been put to the test through multiple cases, including a recent $3.8 million global settlement (Veronica Doyle, et al. v. Vault PK, et al.). This unique, 60-minute presentation will teach you how to efficiently track data, assign tasks, and build your case for success using these easily accessible software programs.

This presentation will also cover:

• The importance of case organization
• How to quickly record evidence as it comes in
• Creating your case checklist
• Tracking discovery and formal discovery
• Using your story for all parts of your case
• Advising your clients of settlement and verdict options using a simple Excel spreadsheet

Tracking your cases with Ganci’s method will create clear instructions for your team to understand exactly what needs to be done and how to do it. By keeping your office organized, you’ll keep communication running smoothly—and the chaos at bay.

Need accreditation in another jurisdiction? Fill out this form and note Course No. 230607D00