The Paralegal’s Guide to Developing a Complete Trial Notebook


Re-Broadcast on February 17, 2017

Creating a trial notebook is an art form shaped by the needs of the attorney and litigation posture of a case. This notebook holds the key information necessary to prepare the attorney to present the facts concisely and in an organized fashion to a jury and/or judge. It is imperative to have all necessary pleadings and motions easily accessible during trial; therefore, a properly formatted and organized trial notebook will prove to be invaluable.

Key topics to be discussed:

  • Trial Notebook 101: Getting the Process Started
  • Trial Notebook Techniques
  • All Things Trial
  • Elements of a Legal Matter
  • Trial Notebook Partners

Date / Time: February 17, 2017

  • 2:00 pm – 4:00 pm Eastern
  • 1:00 pm – 3:00 pm Central
  • 12:00 pm – 2:00 pm Mountain
  • 11:00 am – 1:00 pm Pacific

Choose a format:

  • Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
  • On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date.



MindiSchaeferMindi Schaefer is responsible, as Administrative & Paralegal Support Director, for the management of the administrative and paralegal support staff in the Columbus office which includes recruiting, training, work-flow coordination, productivity management, and continuing legal education. Additionally, she analyzes public relation and promotional strategies for the firm including sponsorship activities, pro bono opportunities, and speaking engagements. She researches print and electronic media options for the firm to promote and advertise the firm. In addition, Mindi focuses on social media implementation and website content management to maintain fresh and current firm content.

Mindi participates in various types of litigation cases in the areas of medical malpractice, dental malpractice, professional liability, general liability, governmental entity liability, business planning, and business disputes. She handles all aspects of the legal process including investigation, discovery, file management, and trial preparation. Through her work as a paralegal at Poling Law, Mindi works closely with clients, counsel, and the legal community to illustrate the firm’s belief in results, service, and relationships.

Mindi actively participates in the Paralegal Association of Central Ohio and presently holds the positions of President of the Executive Board and Advisory Board Chair. She is a continuing legal education presenter with the Columbus Bar Association, National Federation of Paralegal Associations, and Institute for Paralegal Education (based in Altoona, Wisconsin) focusing on the areas of case preparation from start to Trial and document management. Mindi has been a featured author with the Columbus Bar Friday Paper (affiliated with The Daily Reporter / Columbus Bar Association), Paralegal Association of Central Ohio (“PACO”), and National Paralegal Reporter (affiliated with the National Federation of Paralegal Associations) focusing on topics associated to paralegals, PACO, employment, mentoring, and trial preparation. She is also a frequent guest speaker at Capital University Law School, Columbus State Community College, ITT Technical Institute, Miami-Jacobs Career College, and local area high schools focusing on interviewing, entering the paralegal profession, and the overall paralegal profession in Central Ohio.

myLawCLE does not seek approval for all Paralegal Training courses with individual State Bars. However, myLawCLE does seek approval for such courses with the National Association of Legal Assistants (NALA) and National Federation of Paralegal Associations (NFPA).

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Section I. Trial Notebook 101: Getting the Process Started
        a) Trial Notebooks Defined
        b) How to Form the Best Trial Notebook
        c) When to Start Forming Sections of the Best Trial Notebook
        d) The Ultimate Question of Order: Litigation Based or Chronologically

Section II. Trial Notebook Techniques
        a) Important Components of the Trial Notebook
        b) Color Away to an Organized Trial Notebook
        c) The Benefits of Cross-Referencing
        d) Items to Leave Out: Not Every Pleading May be Needed
        e) Last Minute Additions: Flexibility within the Trial Notebook
        f) How to Process Electronic Evidence
        g) High Tech Trial Notebooks Minus the Paper

Section III. All Things Trial
        a)Master List of Contacts
        b) Selection of the Jury
        c) Opening Statements

        d) Trial Exhibits
        e) Closing Arguments
        f) Charge to the Jury

Section IV. Elements of a Legal Matter
        a) Case Theory
        b) Pleadings and Motions
        c) Research: Legal, Medical, and/or General
        d) Discovery: Interrogatories, Requests for Production of Documents, Request for Admissions
        e) Depositions: Witnesses & Experts

Section V. Trial Notebook Partners
        a) Motions in Limine Notebook: Motions, Responses & Replies
        b) Research Notebook: Legal, Medical and/or General
        c) Deposition Notebook: Pageline Summaries, Transcripts, and Exhibits