Agenda

Webinar instructions will be emailed 24-48 business hours before the date of the webinar.
Please log into the webinar 10-15 minutes before start time.


Wednesday, December 9, 2026

8:30 am – 4:00 pm PT


Agenda:

Basics of Law Office Management and Operation in California
Presented by Amber Bevacqua-Lynott & Sheila Grela

  • Law office organization
  • Staff roles and responsibilities
  • Awareness of attorney regulation and ethics rules
  • Managing contacts with potential clients and other law firms
  • Participating in client intake process
  • Creating, organizing and maintaining files
  • Client communications
  • Client billing and accounting practices

Basics of California State Civil Litigation
Presented by James C. Suits II

  • Types of civil matters
  • State court vs. federal court practice
  • Prerequisites for litigation
  • Alternatives to litigation: mediation, arbitration, negotiation
  • The civil discovery process
  • Preparing for trial
  • Civil trials
  • Post-judgment matters and appeals

Legal Ethics for Legal Assistants
Presented by Amber Bevacqua-Lynott & Sheila Grela

  • Attorney and paralegal ethical rules
  • Specific areas of concern for legal support staff:
    • Conflicts of interest
    • Confidentiality
    • Ex-parte communications
    • Avoiding the unauthorized practice of law
  • Working with clients, courts and opposing counsel

Success Principles for Legal Assistants
Presented by James C. Suits II

  • Focus
  • Prioritization
  • Productivity
  • Efficiency
  • Communication
  • Client service

Document Drafting and Editing
Presented by Julian Lacasse

  • Legal terminology
  • Drafting legal documents
  • Editing legal documents
  • Updating legal references
  • Proofreading skills

Credits

Paralegals
6.5 CLE Hours (Incl. 1.0 Ethics Hour)

NFPA - National Federation of Paralegal Associations
6.5 CLE Credits (Incl. 1.0 Ethics Credit)

This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, for paralegals in California. Paralegal certification is not required to participate in this course. 

The National Federation of Paralegal Associations (NFPA) has approved this course for 6.5 total CLE credits, which includes 5.5 general CLE credits and 1.0 ethics CLE credit. 

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

 

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Amber Bevacqua-Lynott

Buchalter Of Counsel

Amber Bevacqua-Lynott is Of Counsel with Buchalter’s Portland, San Diego and Seattle offices. She is the Co-Chair of the Firm’s Professional Responsibility Group and a member of the Litigation Practice Group. Ms. Bevacqua-Lynott provides guidance and legal representation to attorneys, licensed professionals, and other business clients, including firms and in-house legal departments. Her practice centers on legal ethics, risk management, and discipline defense. She acts as outside counsel to clients in a variety of industries, providing advice and counsel on all manner of ethics issues, including conflicts, confidentiality, malpractice, risk management, and fee issues. In addition, Ms. Bevacqua-Lynott represents lawyers, students, and other professionals in front of regulatory authorities and bar associations on licensing, admissions, reinstatement, reciprocity, character and fitness, consumer protection, unauthorized practice of law, and disciplinary matters.

Ms. Bevacqua-Lynott has more than 25 years of legal experience, including extensive civil trial experience. Prior to joining Buchalter, Ms. Bevacqua-Lynott worked in the Oregon State Bar’s Disciplinary Counsel’s Office (DCO) as an Assistant Disciplinary Counsel, where she enforced the Oregon Rules of Professional Conduct through the investigation and prosecution of alleged misconduct. During her time in DCO, Ms. Bevacqua-Lynott successfully first-chaired several dozen civil trials, and investigated or prosecuted hundreds of disciplinary matters. The last six years of her tenure with DCO, she was the Chief Assistant Disciplinary Counsel and Deputy Director of Regulatory Services, and also acted as Chief Trial Counsel. Ms. Bevacqua-Lynott’s years of experience both in defending and prosecuting ethical violations, offers her clients a unique insight and expertise on ethics issues and professional obligations. Intimately versed in legal ethics, Ms. Bevacqua-Lynott developed, updated, and presented Legal Ethics Best Practices, a semi-annual “ethics school” for attorneys. She also prepared and edited the annual annotations of all Bar formal proceeding dispositions, requiring that she be expertly familiar with each stipulated and adjudicated case result. She regularly presents seminars on ethics issues, both locally and nationally, and frequently provides ethics advice to attorneys. Ms. Bevacqua has been named one of The Best Lawyers in America, for Ethics and Professional Responsibility Law in 2024-2026.

Sheila Grela, ACP, RRMS, CEDS

Buchalter Senior Litigation Paralegal

Sheila Grela is a Senior Litigation Paralegal at Buchalter with extensive expertise in eDiscovery. She earned her paralegal certificate with honors from the ABA-approved USD Paralegal Program, holds an Advanced Certified Paralegal (ACP) designation in eDiscovery, and has achieved certifications as a Relativity Review Management Specialist (RRMS) and a Certified eDiscovery Specialist (CEDS). Ms. Grela co-leads the innovative “Virtual Lunch with Leaders” series, a collaborative weekly program with SDPA, EDRM, and Practice Aligned Resources, serves as Director of the San Diego Chapter of Women in eDiscovery and was honored with the 2022 Gayle O’Connor GO Spirit Award.

Julian Lacasse

Radiant Probate & Estate Law, Inc. Of Counsel

Julian F. LaCasse is an of counsel attorney with Radiant Probate & Estate Law, Inc. whose practice focuses on estate, business and tax planning, administration of decedents’ estates including trust and probate administration, and various business matters such as creation, administration, governance and succession of entities. To maintain his expertise, Mr. LaCasse presents on these and related topics for CLE seminars hosted by the National Business Institutes and elsewhere. Before joining Radiant Probate & Estate Law, Inc Julian worked at a boutique trust and estates firm for several years, refining his practice by working on planning for and administration of taxable estates. While attending Santa Clara University School of Law, Mr. LaCasse pursued diverse interests through his work in Congress for Representative Sam Farr, a fellowship with former Secretary of Defense Leon Panetta, and publishing online on the topic of bail reform and policy, on his way to earning a Public Interest and Social Justice Law Certificate.

James C. Suits II

Chief Executive Officer, Suits Litigation, Inc., in San Jose, CA

Mr. Suits is the Chief Executive Officer of Suits Litigation, Inc., a plaintiff personal injury firm based in San Jose, California, which he founded in 2012. With 22 years of legal experience, he focuses his practice on advocating for individuals who have sustained serious injuries in motor vehicle accidents, including those involving cars, trucks, motorcycles, bicycles, and pedestrians. Mr. Suits earned a bachelor’s degree in chemistry from the University of California, Santa Barbara in 1997 before obtaining his law degree from the University of Southern California Law School in 2003. Prior to establishing his own practice, he worked as a litigation attorney for the firms of Tharpe & Howell, LLP and Robinson & Wood, Inc.