An Estrin Education, Inc. Company
Redefining Continuing Legal Education


Paralegal Management  Certificate Program

5 Sessions
Earn a Certificate in Paralegal Management

Improve your career and move up the management ladder


Fundamentals and Advanced Management of Paralegals  

Each class 90 minutes
Paralegals capable of successfully managing teams are in high demand. Few possess the complete skill set and the evidence indicates those wanting to gain the skills often don’t know how to learn them.

The Paralegal Knowledge Institute (PKI) is the online resource for ambitious paralegals and other legal professionals striving to master the art of team development and management.

Beyond the basics.

A number of programs teach management basics. Our program, delivered by the Paralegal Knowledge
Institute, gives you an intimate understanding of the real-world techniques and strategies of the complex and quickly evolving field.

You complete the course with a giant leg-up on the majority of paralegals in law practices today. Get ready to learn a lot.

• Learn faster and retain more with student-centric technologies delivered in real-time, multimedia coaching environments.

• You’ll be able to participate in collaborative learning environments, view multimedia presentations of the
course content, and engage in ongoing forum discussions with the instructors and other students.

When the course concludes, you'll be ready to manage your firm's entire paralegal program (or find a more challenging and rewarding position). 

A number of programs teach management basics. Our program, delivered by the Paralegal Knowledge
Institute, connects you with the world’s foremost paralegal management experts to give you an intimate
understanding of the real-world techniques and strategies of the complex and quickly evolving field.
expertise of the professors is unrivaled. The curriculum is developed and delivered by the industry’s most accomplished paralegal managers, HR experts, case managers, attorneys, and recruiters.

Fundamentals of Paralegal Management 

Managers who will be promoted are the ones who
not only manage efficiently but also lead their
paralegal teams successfully. Learn how to
effectively manage paralegals in your current or
future leadership position.

This five week course shows
you how to apply the most effective leadership style
and develop the keys to a motivated paralegal workforce. Build a high-performing team by understanding team dynamics, aligning vision and performance and applying a consistent theory in
leading your team.


  • Understand leadership skills for paralegals
  • Know when to manage and when to lead your team
  • Assess your leadership behavior and determine the best style to generate results
  • Visualize your goals and communicate them to your team
  • Develop a high-performance team by first developing leadership skills
  • Use effective communication to motivate and coach
  • Understand the financial numbers that drive profitability
  • Discover which critical leadership skills you
    must teach your team members so they can
    work effectively in your absence.


New managers, team leaders, leaders seeking to
move into the paralegal management role, seasoned managers seeking to refresh their skills and learn
more and professionals interested in acquiring effective paralegal management skills in law firms and in-house legal departments.

What You Will Learn

Skills For Management

  • Assigning Projects & Projecting Workflow
  • Developing Your Leadership Style
  • Motivation & Morale
  • Fostering Teamwork
  • Driving Change
  • Coaching for Success
  • Motivating the Complacent Employee
  • Corporate Storytelling: Writing with Leadership and Authority

 Law Office Management

  • Office Politics
  • Technology
  • Orientation and On-boarding Programs
  • Developing Training Programs
  • Workflow systems
HR Skills Interviewing & Hiring
  • Conducting In-depth, Meaningful Interviews
  • Salary Negotiations
  • Conducting Reviews
  • Terminations


  • Improving Leadership Through Corporate Storytelling
  • On-the-Job Writing
  • Communication at All Levels

Meet Your Program Designer: 

Marnie Carter is an ERM
Project Manager in the Litigation Department of Morrison &
Foerster LLP. She previously
held the position of Manager of
Litigation Operations and Information Management in the Commercial
Legal Department of Gilead Sciences, Inc. where she functioned as Manager of Recordsand Information Management. 

Before joining Gilead, Ms. Carter
was the Paralegal Supervisor for the Silicon Valley Office of Weil, Gotshal & Manges LLP.  

Ms. Carter previously taught as an Associate Professor in an Adjunct Faculty role with the San Francisco State University
Legal Studies Program where she provided instruction in
Computer Applications in Law Practice and eDiscovery/
Electronic Evidence.

She is the Western Regional Director for Women in e-Discovery and founding Co-Chair of the Silicon Valley Chapter of Women in e-Discovery, Board Member with the Steering Committee for the Silicon Valley Chapter of the Association of Litigation Support Professionals and an active member of theBay Area Litigation Support Professionals. She is an active member with the International Paralegal Management Association (IPMA) and the International Leg al Technology Association (ILTA).

Instructor: Chere Estrin, CEO, Paralegal Knowledge Institute; author of Paralegal Career Guide 4th Edition; Chairperson, Organization of Legal Professionals, a non-profit training organization for legal technology; Editor-in-Chief, KNOW, The Magazine for Paralegals; Author, 10 books on legal careers and hundreds of articles. She is a national seminar speaker; former executive in a $5 billion corporation; 20+ years legal field. Ms. Estrin was the Paralegal Administrator for two major law firms and Co-Founding member of the International Practice Management Association (IPMA) formerly the International Paralegal Management Association. She has been interviewed by Newsweek, the Los Angeles Times, ABA Journal and other publications. Her blog, The Estrin Report has been in existence since 2005. She is a recipient of the Los Angeles Paralegal Association Lifetime Achievement Award and the New York City Paralegal Association Award in Excellence.

Paralegal Management Certificate Program

This intensive program combines proven techniques with peer interaction and insights from top managers to help you master the competencies of effective paralegal leadership.

Discover how to use your power, expertise and influence to achieve goals, build alliances across departments, establish strong working relationships and create passion in your department, team and organization.

Here is an overview of some of the topics we'll cover:

  • Assessment, Evaluation & Review Process
  • Insider’s Guide to Recruiting From the Hidden Market
  • Hiring and Terminations - How and When
  • High Stakes Negotiations

Organizational Development and Training & Utilization

  • Developing Smooth Running Paralegal Depts.
  • Motivation & Rewards
  • Building Trial Teams
  • Getting Buy-In From Your Firm
  • Utilization of Firm Resources
  • What to do with Senior Paralegals
  • Effective Team Building
  • Professional Development & Training
  • Training Attorneys on Proper Utilization of Paralegals
  • Onboarding Programs to Ensure Longevity of Employees 

Development and Initiation of Workflow Systems

  • Project Management and Workflow Systems
  • Assigning Matters and Managing Workflow
    Charts That Work
  • You as the Change Agent and Organizational Development
  • Dealing with Difficult Personalities
  • Working with Virtual Teams
  • Program Review

Your career success is at the core of our success.
Our continuing education courses allow us to keep contributing to your success long after you’ve
achieved your certificate in Paralegal Management.
It’s another benefit of attending PKI and we’re
proud to offer it, anytime our attendees need it.

Questions? 310.846.9040

These five sessions include:

1.  Brave New Writer: Corporate Storytelling - Demonstrating Leadership Through eMails

2.   Structuring Your Paralegal Program - Assigning Workflow, Upgrading Assignments, Increasing Proper Utilization

3.   Interviewing Candidates for Long-Term Employment; Successful On-Boarding and Orientation for Keeping Employees and Preventing Turnover

4.   Proper Terminations; Working with Staffing Agencies and Financial Controls

5.  Motivating the Complacent Employee for Revenue Growth; Wrap-Up

Pricing Options:

Paralegal Passport: $149
Paralegal Plus: $199
Non-Member: $249

Financial arrangements available. Group rates available.

*A certificate program differs from a certification exam. A certification exam indicates mastery/competency, hands-on experience and is typically administered by a 3rd party standard-setting organization set through a defensible, industry-wide process. A certificate program does not constitute certification. It indicates completion of a course. You cannot be certified by taking a course. You must take the aforementioned certification exam.

What attendees say about PKI:

"I have enjoyed the course I am presently in and cannot wait to learn even more" Cindy Marchatti

"I wanted to thank you for all that you do and offer via PKI, OLP, and the various LinkedIn groups in which you are involved. These resources will give me a leg-up on the competition." Stephanie Long

"I am so thankful for your honest response and guidance. It was funny to hear you talk about the fact that we do not care about spending money for a new purse but think twice to spend it in a course or attending a seminar.  

You are doing an excellent job. I feel lucky to have found your seminar.  I am going to take a look at your website to also take classes towards my MCLE credits that are mandatory in CA. Yraida Jones

No refunds. A substitute may be provided.

This course covers 5 - 90 minute sessions. States typically decides whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. Some states and organizations allow credit through reciprocity or
self-submission. View accreditation information for
your state.Sponsored by the Organization of Legal Professionals, a California MCLE Multiple Activity Provider.


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