Oklahoma Litigation Support for Paralegals
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
You must take and pass a quiz to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz.
Once the quiz is completed, you will be asked to download your certificate.
**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
You will receive an automated email letting you know when your On-Demand package is available approximately 3 business days after the date of the live event or the date of your order, whichever is later.
**Any streamable on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
The automated email letting you know when your On-Demand package is available will contain links to the video recording, materials, and program quiz.
To track your purchase, you will need to create an account on the website using the email address used for your registration.
For AIA requirements only, the on-demand recording will have occasional question prompts that will not allow the video to progress unless they are answered, and you will not be able to skip forward while watching the video.
Please note, if you attempt to resume watching the video on a separate device, your progress will not be saved.
Click the link which appears at the end of the video to be taken to the course quiz.
You will have unlimited access to the on-demand video recording, and it will never expire.
USB MP4/PDF
HalfMoon will mail these materials via USPS.
USB orders ship approximately 3 business days after the program takes place or after the order is placed, whichever date is later. Please allow an additional 7-10 business days for shipping.
**Any USB on-demand programs that qualify for LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
HalfMoon will contact you and issue a full refund if the product you ordered is not available. However, refunds will not be issued if completion certificates are requested.
Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
Agenda
Webinar instructions will be emailed 24-48 business hours before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Thursday, June 26, 2025
9:00 am – 4:00 pm CDT
Agenda:
Assembling and Using Trial Notebooks
Presented by Lucas M. West
- Essentials of a trial notebook
- Organization of a trial notebook
- Uses for a trial notebook before trial
- Uses of a trial notebook during trial
Interviewing Clients
Presented by Lucas M. West
- Researching background information
- Gathering relevant documents
- Developing an effective questionnaire
- Building rapport
- Implementing active listening techniques
Effectively Working with Opposing Counsel and Staff
Presented by Lucas M. West
- Analyzing methods of communication
- Standards for responding to emails
- Working with the courts
- Maintaining professionalism
Litigation Ethics for Assistants and Paralegals
Presented by Michael W. Speck
- 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
Duties Under Attorney Supervision
Presented by Michael W. Speck
- Clarify scope of permissible tasks under Rule 5.3 or relevant state provisions
- What must be reviewed/approved by an attorney
Document Management and ESI (Ethical Issues)
Presented by Michael W. Speck
- Ethical risks in handling electronically stored information (ESI)
- Redaction, metadata, and privilege waivers
Timekeeping and Billing Integrity
Presented by Michael W. Speck
- Accurate timekeeping and ethical billing practices
- Avoiding fraudulent or inflated entries
Social Media and Digital Communications
Presented by Michael W. Speck
- Risks of inadvertent disclosures
- Guidelines for client interaction on social media
Conflicts Checks and File Opening
Presented by Michael W. Speck
- Ethical importance of consistent conflicts-check protocols
Professionalism and Civility
Presented by Michael W. Speck
- Ethical obligation to maintain civility with other legal professionals
- Distinguishing professionalism from legal ethics
Participating in Formal Discovery
Presented by Michael W. Speck
- Understanding the discovery process during litigation
- When and how to use:
- Requests for admission
- Interrogatories
- Requests for production of documents
- Depositions
Overview of Discovery Rules and Timelines
Presented by Michael W. Speck
- Brief orientation to FRCP / state equivalents
- Key deadlines, service requirements, extensions
The Paralegal’s Role in Discovery
Presented by Michael W. Speck
- Drafting vs. final review
- Tracking responses and follow-up
Privilege Logs and Redactions
Presented by Michael W. Speck
- Best practices in redacting
- Recognizing privileged vs. discoverable content
Ethical Handling of Discovery
Presented by Michael W. Speck
- Avoiding overbroad or harassing requests
- Handling inadvertently produced documents
Technology-Assisted Review (if applicable)
Presented by Michael W. Speck
- Introduction to AI or software used in large discovery projects
- Role of support staff in e-discovery platforms
Preparing for Depositions
Presented by Michael W. Speck
- Summarizing records for the attorney
- Preparing deposition exhibits
- Coordinating court reporters and subpoenas
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.
GoToWebinar App requirements:
Windows 10 or higher, macOS 11 or higher, Linux, Google Chrome OS
Web Browser:
Google Chrome (most recent 3 versions)
Microsoft Edge (most recent 3 versions)
Internet connection: 1 Mbps or better
Hardware: 2GB of RAM (minimum), 4GB or more of RAM (recommended)
For more information, visit the Support section at www.gotowebinar.com
Credits
Paralegals
6.0 CLE Hours (Including 1.0 Ethics Hour)
NFPA - National Federation of Paralegal Associations
Pending
Continuing Education Information
This webinar is open to the public and is designed to qualify for 6.0 CLE hours, including 1.0 ethics hour, for paralegals in Oklahoma. Paralegal certification is not required to participate in this course.
This webinar has been submitted to the National Federation of Paralegal Associations (NFPA) for accreditation, which is currently pending. Visit this course listing at www.halfmoonseminars.org for updates on pending credits.
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
Michael W. Speck
Attorney and Educator with Over Two Decades of Experience in Legal Practice and AcademiaMr. Speck serves as associate professor and Paralegal Program Coordinator at Tulsa Community College, where he is dedicated to advancing paralegal education and promoting access to justice. Mr. Speck’s academic credentials include a J.D. degree from Southern Illinois University and both B.A. and M.A. degrees in Philosophy from the University of Oklahoma.
In addition to his academic role, Mr. Speck is of counsel at C. Craig Cole & Associates, where he represents clients in state and federal courts, administrative bodies, and arbitration and mediation proceedings. His practice areas encompass commercial and consumer litigation, insurance defense, employment law, contract disputes, premises liability, personal injury, and landlord-tenant matters. Mr. Speck is admitted to practice in Oklahoma, as well as the U.S. District Courts for the Western and Eastern Districts of Oklahoma and the U.S. Bankruptcy Courts for the Western and Northern Districts of Oklahoma. He is an active member of both the Oklahoma County and Oklahoma Bar Associations. Mr. Speck’s scholarly contributions include co-authoring an article on Washington’s limited license legal technicians and their impact on access to justice, published in the Tulsa Lawyer.
Lucas M. West
Associate Attorney with NICHOLS | DIXON PLLC in Norman, OklahomaMr. West’s practice encompasses a variety of legal areas including family law, guardian ad litem work, civil litigation, estate planning, and municipal law. Mr. West attended Texas Christian University and graduated summa cum laude with a Bachelor of Science in Political Science and Psychology in 2015. He was a member of the John V. Roach Honors College and the TCU Wesley Foundation. Mr. West worked as an extern at the Oklahoma County District Attorney’s Office before working as a legal intern for NICHOLS | DIXON. He passed the bar in 2018 and became an associate attorney. Mr. West is licensed to practice law in all municipal and state courts, the Western District of Oklahoma, and several tribal courts. He is invested in his legal community and served on the Cleveland County Bar Association Executive Board, including as president for the 2022-2023 term. Mr. West has been named a Super Lawyers Rising Star for 2023 and 2024 following nomination and voting by his peers. He also currently serves on the Board of Governors for the Oklahoma Bar Association.
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