Foundational Training for Associates & Lead Paralegals: Essential Knowledge for Law Firm Success

Eda Rosa, CEO | Eda Rosa LLC

Eda Rosa is the driving force behind Eda Rosa LLC, a legal education and professional development training company. With over two decades of experience aiding attorneys nationwide in efficient caseload management, creating reliable legal education programs, and improved client relationships, Eda founded Eda Rosa LLC on the principle of universal professionalism. Through her operational analysis plans and strong work ethic, she’s saved firms millions while achieving optimal legal case outcomes. Eda’s background includes 15 years as a paralegal in Florida, which inspired her to establish her own venture in 2017. She’s the host of Let’s Talk Paralegal podcast, author of the Let’s Talk Paralegal book, and an active member of select organizations like Lean In and Namati Global Legal Empowerment Network. Eda’s ultimate goal is to foster positive change by equipping legal professionals at all levels with essential skills for their career growth, which she achieves through webinars, podcasts, one-on-one sessions, speaking engagements, and online courses via Eda Rosa LLC. Her constant commitment to learning and embracing growth defines her philosophy.

I. Law Firm Operations & Workflow | 12:00pm – 12:10pm

• Law firm structures & team roles
• Case lifecycle & workflow management
• Legal technology & cybersecurity basics

II. Ethics & Professional Responsibility | 12:10pm – 12:20pm

• ABA Model Rules & UPL for paralegals
• Client confidentiality & privilege
• Ethical communication & conflict resolution

III. Case Management & Legal Writing | 12:20pm – 12:30pm

• Legal research, drafting, & editing
• Discovery, e-discovery, & document prep
• Calendaring & deadline management

IV. Court Procedures & Filing Requirements | 12:30pm – 12:40pm

• Federal vs. state court processes
• E-filing systems & litigation support
• Drafting & managing motion practice

V. Leadership & Team Management | 12:40pm – 12:50pm

• Delegation & workflow efficiency
• Mentoring & training junior staff
• Time management & burnout prevention

VI. Business Development & Client Relations | 12:50pm – 1:00pm

• Understanding billable hours & AFAs
• Client communication & expectation management
• Networking & career growth strategies

Break | 1:00pm – 1:10pm

VII. Compliance & Risk Management | 1:10pm – 1:25pm

• Data privacy laws & firm policies
• Crisis management & legal problem-solving
• Avoiding malpractice risks

VIII. Practical Application & Certification | 1:25pm – 1:40pm

• Mock case studies & ethical dilemmas
• Time management exercises
• Certification & final Q&A session