Arrow Consultants

Introduction information and course materials will be available for download on May 14, 2022, at 5 pm Central

Lesson 1

On-Demand Video | May 16, 2022, at 5 pm Central

PLEADINGS

Welcome to your first lesson!

During this Lesson and presentation, we'll discuss the following:

• Actionable steps you can take to ensure pleadings are properly prepared and formatted for initiating and answering a civil case.
• How to properly calendar and track initial pleadings in a civil case to ensure timely filing, serving, and answering a civil case.
• The importance of indexing the pleadings during the initial pleadings phase, as well as throughout the course of the civil case.
• Billable opportunities during the initial pleadings phase, as well as how to properly bill for your time.
• How to research your local rules of civil procedure, as well as research to locate service information for parties in a civil case.
• Actionable steps you can take to ensure you're staying proactive during the initial pleadings phase in a civil case.

Lesson 1 Guided Discussion and Q&A Session

LIVE | May 19, 2022, at 6 pm Central (Zoom)

Lesson 2

On-Demand Video | May 23, 2022, at 5 pm Central

WRITTEN DISCOVERY

During this lesson and presentation, we'll discuss the following:

• Actionable steps you can take to ensure written discovery is properly prepared and formatted for issuance and answering.
• How to properly calendar and track written discovery to ensure timely issuing discovery, as well as answering discovery.
• The importance of indexing the issuance and answering of written discovery, as well as documenting discovery disputes for follow-up.
• How to draft Interrogatories, Request for Production of Documents, and Request to Admit for issuance.
• Billable opportunities during the written discovery phase, as well as how to properly bill for your time using the Time Tracker template.
• How to obtain discovery answers from clients and systems to implement to expedite getting discovery answers from clients.
• How to compile a document production, including Bates labeling, applying Bookmarks, removing Metadata, and creating action wizards.
• How to answer/respond to Interrogatories, Request for Production of Documents, and Request to Admit.

Lesson 2 Guided Discussion and Q&A Session

LIVE | May 26, 2022, at 6 pm Central (Zoom)

Lesson 3

On-Demand Video | May 30, 2022, at 5 pm Central

ORAL DISCOVERY

During this lesson and presentation, we'll discuss:

• Actionable steps you can take to ensure depositions notices and subpoenas are properly formatted, timely issued, and served.
• How to properly calendar and track depositions noticed, subpoenaed, taken, waivers, Errata sheets, and signature sheets.
• The importance of indexing all depositions throughout the course of the civil case, as well as discussing retention requirements.
• Billable opportunities during the oral discovery phase, as well as how to properly bill for your time using the Time Tracker template.
• How to research local rules of civil procedure to obtain witness fee information, Subpoena forms, and out-of-state procedures.
• The difference between summarizing and abstracting a deposition, as well as how to summarize and abstract a deposition transcript.

Lesson 3 Guided Discussion and Q&A Session

LIVE | June 2, 2022, at 6 pm Central (Zoom)

Lesson 4

On-Demand Video | June 6, 2022, at 5 pm Central

OPTIONS FOR EARLY RESOLUTION

Lesson 5

On-Demand Video | June 13, 2022, at 5 pm Central

DISPOSITIVE MOTIONS & ARGUMENTS, and

WORKING WITH EXPERTS

During this Chapter presentation, we'll discuss:

• Actionable steps you can take to ensure the case is organized ahead of preparing a Motion for Summary Judgment.
• How to properly calendar and track dispositive motions, as well as the importance of remaining proactive to ensure timely filing.
• Ways that you can assist the attorney by researching case law, as well as verdict and settlement information on similar cases.
• Billable opportunities during the dispositive motions phase, as well as how to properly bill for your time using the Time Tracker.
• How to create hyperlinks in the digital motions, as well as preparing proper courtesy copies for the Judge prior to oral argument.
• What is a Motion for Summary Judgment, how it can adversely affect the outcome of your case, and what happens when you lose?
• Options for early resolution,  as well as procedures and requirements for all options: private discussion, mediation, arbitration, and settlement conference.
• How to work with experts, when to engage with them, as well as the importance of tracking expert materials such as letters, emails, CVs, invoices, payments, etc.
• Final tips regarding the actionable steps during each phase of a civil case
• Tips for building your resources for continued success.
• Tips on building systems you can trust.
  

Lesson 5 Guided Discussion and Q&A Session

LIVE | June 16, 2022, at 6 pm Central (Zoom)