Chair and Presenter:
Corey G. Lorenz
Habush Habush & Rottier, S.C.
Madison
Presenters:
Adam M. Fitzpatrick
Pitman Kalkoff Sicula & Dentice, S.C.
Milwaukee
Jennifer L. Wiechec
Habush Habush & Rottier, S.C.
Madison
Kelly Leibhan
Habush Habush & Rottier, S.C.
Kenosha
Victoria Karcher
Habush Habush & Rottier, S.C.
Wausau/Rhinelander
AFTERNOON PRESENTATION TIMES
12:00 PM Effective Case Management
- Document management
- Effective communication with clients, opposing counsel and the courts
- Scheduling orders/deadlines
- Obtaining records or other documents
Kelly Leibhan
12:30 PM Initiating Litigation
- Drafting complaints and understanding responsive pleadings
- Service of process requirements
- E filing procedures and best practices
- Venue considerations and differences between state and federal court filings
Victoria Karcher
1:00 PM Discovery Procedure – State and Federal Court
- Overview of rules governing discovery in Wisconsin state court and federal court
- Review different discovery docs and methods - including interrogatories, requests for production, depositions, and 3rd party subpoenas
Corey Lorenz
1:30 PM Working with Experts
- Rules governing expert discovery in state vs. federal court
- Identifying experts
- Paralegal responsibilities in coordinating expert engagement
- Preparing expert disclosures and reports
- Managing communication and scheduling with experts
Adam Fitzpatrick
2:00 PM Break
2:15 PM The Rules of Professional Conduct and Ethical Considerations for Paralegals
- Review of key ethical rules applicable to paralegals
- Understanding paralegal obligations under attorney supervision
- Common ethical pitfalls and how to avoid them
- Hot topics in ethics:
- Use of AI in legal practice
- Confidentiality in digital communications
- Practical scenarios and discus sion
Corey Lorenz
3:15 PM Trial Preparation and Courtroom Support
- Overview of trial preparation workflows
- Using trial presentation software and technology
- Organizing exhibits and witness lists
- Paralegal roles during trial:
- Assisting attorneys in real-time
- Managing documents and evidence
- Post-trial responsibilities and wrap-up tasks
Jennifer L. Wiechec, Adam Fitzpatrick
4:15 PM Program Concludes
MORNING PRESENTATION TIMES
9:00 AM Effective Case Management
- Document management
- Effective communication with clients, opposing counsel and the courts
- Scheduling orders/deadlines
- Obtaining records or other documents
Kelly Leibhan
9:30 AM Initiating Litigation
- Drafting complaints and understanding responsive pleadings
- Service of process requirements
- E filing procedures and best practices
- Venue considerations and differences between state and federal court filings
Victoria Karcher
10:00 AM Discovery Procedure – State and Federal Court
- Overview of rules governing discovery in Wisconsin state court and federal court
- Review different discovery docs and methods - including interrogatories, requests for production, depositions, and 3rd party subpoenas
Corey Lorenz
10:30 AM Working with Experts
- Rules governing expert discovery in state vs. federal court
- Identifying experts
- Paralegal responsibilities in coordinating expert engagement
- Preparing expert disclosures and reports
- Managing communication and scheduling with experts
Adam Fitzpatrick
11:00 AM
11:15 AM The Rules of Professional Conduct and Ethical Considerations for Paralegals
- Review of key ethical rules applicable to paralegals
- Understanding paralegal obligations under attorney supervision
- Common ethical pitfalls and how to avoid them
- Hot topics in ethics:
- Use of AI in legal practice
- Confidentiality in digital communications
- Practical scenarios and discus sion
Corey Lorenz
12:15 PM Trial Preparation and Courtroom Support
- Overview of trial preparation workflows
- Using trial presentation software and technology
- Organizing exhibits and witness lists
- Paralegal roles during trial:
- Assisting attorneys in real-time
- Managing documents and evidence
- Post-trial responsibilities and wrap-up tasks
Jennifer L. Wiechec, Adam Fitzpatrick
1:15 PM Program Concludes
- Manage litigation deadlines and workflows with greater confidence and consistency
- Anticipate next steps in a case, reducing last-minute scrambles and preventable errors
- Contribute to the trial team more effectively during discovery, expert coordination, and trial preparation
- Maintain professional standards when handling emerging technologies and AI
- Gain practical takeaways you can apply immediately to active cases
- Reduce the risk of procedural errors that can delay or derail litigation
- Enhance your ability to contribute strategically and demonstrate value to the litigation team
- Paralegals
- Attorneys new to litigation