Breakout 7D | Paralegal Track | Systematizing your routines for better efficiency

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This session is designed to help family law paralegals—whether just starting out or bringing years of experience—enhance efficiency and reduce stress through better systems. We’ll explore common workflow tasks in a family law practice and walk through real-world examples of systematizing processes like new case intake, file management, and file closure. You’ll also learn how to build a personalized systems library and apply time-saving strategies that support consistency and accuracy in a fast-paced legal environment.

Learning objectives:
By the end of this session, participants will be able to:

• Recognize key workflow tasks typically handled by family law paralegals, including client intake, document handling, and file closure.
• Understand the benefits of systematizing daily routines, including improved efficiency, fewer errors, and better team collaboration.
• Apply examples of systematized processes for managing new cases, organizing active files, and closing completed matters.
• Create and maintain a systems library, including templates, checklists, and process guides that scale with experience and firm size.
• Implement practical efficiency tips to streamline work, reduce redundancy, and create smoother, more predictable workflows.

Speakers: Craig D. Ritchie, The Ritchie Law Group, St. Joseph; Lauren D. Bower, Bower Law LLC, Parkville; Anne-Marie Hoecker, The Ritchie Law Group, St. Joseph; Alexis Thompson, Bower Law LLC, Parkville

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.