This course is also available in the 2023 Paralegal Cruise Bundle.

Good communication is crucial, especially when communicating across different jurisdictions and time zones. We work with firms based in the Midwest, TX, PA, MA, SC, LA, and CA. It can take time to understand each other’s processes, preferences of communication, preferred frequency of updates, understanding the best way to keep track of everything, and the importance of building rapport. Samantha and Taylor will provide some information and advice to improve your communication and the benefits this improved communication can have on both the firm and the clients.

Course Format

This is an on demand seminar – you’ll receive immediate access to the on demand recording, a copy of the PowerPoint and a certificate of attendance/CLE. You have lifetime access to this program, so once it’s in your account, you can return to complete it whenever it is convenient for you.

Video length: 48 Minutes.

Continuing Legal Education Credit (CLE)

NALA CP or ACP: This program meets the requirements of the NALA Certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential. This program is pre-approved by NALA for 1.0 hours of non-substantive CLE.

Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.

NALS – This program is approved by NALS for 1.0 CLE Hour.

Meet your Speakers

Taylor Roberts is an Assistant Finance Manager/Trust Claims Supervisor at Vinson Law P.A. in Tampa, FL where she has worked since 2019. She has a Master’s in Business Administration from Central Michigan University, a Master’s in Criminal Justice from Tiffin University, and a Bachelor of Science in Psychology from Alma College. She also recently completed Certifications in Designated Project Management, Lean Sigma Yellow Belt, Leading Finance, and QuickBooks. She is currently working on an additional certification in Financial Accounting in her free time. Her desire to constantly grow and further her skills has helped give her the knowledge and ability to take on any challenge thrown her way. Her specialties include communicating with both local and defense counsels, managing incoming and outgoing funds to our clients, vendors, defense counsels, and local counsels, while simultaneously managing multiple people, teams, and projects.

Samantha Butler has a Bachelor of Arts in Political Science and Environmental Studies from Eckerd College. She began at Vinson Law in 2020 and has grown from a legal assistant, supervisor, to now manager. She balances working on both Vinson Law’s trust claim team as the Trust Deficiency Manager, resolving difficult claim deficiencies and communicating with claim representatives. She also balances working as a Paralegal to an attorney on Vinson Law’s litigation team. Samantha specializes in case management tracking by assisting multiple attorneys and paralegals on their cases to help organize and push cases forward. She also frequently communicates with local counsel about cases across jurisdictions in 8 different states, including state and federal court.