LPI Events

55 upcoming events

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Upcoming events

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27 Oct

Webinar - Word and Adobe 911: Quick Fixes for Frustrating Formatting Issues - October 27, 2026

Tuesday 27 October ⋅ 19:00 – 20:00 (UTC)

Formatting problems in Word and Adobe can slow down your workflow—and if only there were a button you could push to fix everything! This hands-on webinar covers common formatting issues, practical fixes, and time-saving tips for stubborn glitches in both programs. Attendees may also submit a "problem" document in advance for personalized troubleshooting demonstrations.

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09 Nov

Webinar - Beyond the Vault: Digital Assets in Estate Planning - November 9, 2026

Monday 9 November ⋅ 20:00 – 21:00 (UTC)

Modern Lives = Digital Lives

Estate planning has evolved far beyond wills, trusts, and physical property.Today, individuals increasingly maintain significant portions of their personal, financial, and professional lives online, leaving a digital footprint of their lives behind. This creates new challenges for estate planning attorneys and legal professionals alike.From cryptocurrency and online banking to cloud storage, social media accounts, digital photos, subscription services, and electronic business records, digital assets are now an essential consideration in modern estate planning.

This webinar explores the growing role of digital assets in estate planning, including practical considerations, legal authority, fiduciary access, privacy concerns, and organizational strategies that help clients and legal teams prepare for the realities of a digital world.

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10 Nov

Overview of California Discovery Online Class Commencing November 10, 2026

Tuesday 10 November (All day)

LPI will be offering an online course on an Overview of California State Court Discovery. This course will be a eight-week, work-at-your-own-pace online sessions running November 10, 2026 - December 29, 2026.

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10 Nov

Beginning Legal Secretarial Training Online Course Commencing November 10, 2026

Tuesday 10 November (All day)

LPI will be offering its Beginning Legal Secretarial Training Course online. This course will be an eight week, work-at-your-own-pace online session running November 10, 2026 - December 29, 2026.

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10 Nov

Trial Preparation Online Class Commencing November 10, 2026

Tuesday 10 November (All day)

NextGen Legal and LPI are offering this eight-week, online Trial Preparation course running from November 10, 2026 - December 29, 2026.

You will be able to work at your own pace. Classes will take place online utilizing video lectures,discussion boards, email, live Q&A sessions and quizzes. Login information will be provided the day before the class is scheduled to begin.

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10 Nov

Webinar - Think Before You Post: Social Media, Ethics & the Legal Professional - November 10, 2026

Tuesday 10 November ⋅ 20:00 – 21:00 (UTC)

Social media is part of everyday life, but for legal professionals, one post, comment, like, share, or direct message can raise serious ethical concerns. This webinar explores confidentiality, online communications and investigations, trial publicity, advertising, and other ethical issues legal professionals should consider before they click “post.”

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11 Nov

Webinar - Notice of Appeal: What Should be on Your Checklist - November 11, 2026

Wednesday 11 November ⋅ 20:00 – 21:00 (UTC)

There are many things to consider when filing an appeal to a lower court's order or judgment. How do you bring an appeal and when? How do I calendar deadlines? How should documents be prepared? This webinar will provide you with an abundance of information and tips for successfully navigating the California Courts of Appeal.

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17 Nov

Advanced Discovery Online Class Commencing November 17, 2026

Tuesday 17 November (All day)

You will be able to work at your own pace. Classes will take place online utilizing video lectures, discussion boards, email, live Q&A sessions and quizzes. Login information will be provided the day before the class is scheduled to begin.

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17 Nov

Appellate Procedures in California and The Ninth Circuit Court of Appeals Course Commencing November 17, 2026

Tuesday 17 November (All day)

November 17, 2026 - January 5, 2027

This is an eight-week, work-at-your-own pace, online course that will cover appellate procedures within the California Courts of Appeal and Federal Rules of Appellate Procedure for the U.S. Court of Appeals for the Ninth Circuit.

Classes will take place online utilizing modules, video lectures, quizzes and a final exam. Handouts and a Reference Guide will be provided. Login information will be provided the day before the class is scheduled to begin.

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17 Nov

Webinar - Style Savvy: Mastering Word for a Flawless Table of Contents! - November 17, 2026

Tuesday 17 November ⋅ 20:00 – 21:00 (UTC)

Ready to transform your document into a polished masterpiece? Join us for "Style Savvy," a hands-on class designed to help you master Microsoft Word styles and create a professional Table of Contents with ease. You will learn how to apply and modify styles, use automatic numbering, navigate the Styles Pane, and generate a customized TOC that reflects your document structure perfectly.

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01 Dec

Webinar - PowerPoint Essentials for Legal Professionals - December 1, 2026

Tuesday 1 December ⋅ 20:00 – 21:00 (UTC)

Learn the basics of creating clear, professional, and persuasive PowerPoint presentations for client meetings, court presentations, and internal discussions. This course covers slide design, templates and layouts, organizing text and visuals, presenting legal data, and building effective presentations that highlight key arguments and keep your audience engaged.

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03 Dec

Webinar - Bulletproof Service of Process: A Guide to Getting It Right the First Time - December 3, 2026

Thursday 3 December ⋅ 20:00 – 21:00 (UTC)

Service of Process can make or break a case and small mistakes can lead to costly delays, re-service, or challenges in court. This practical, real-world session is designed specifically for legal professionals who want to ensure service is done right the first time.

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09 Dec

Webinar - Preparing an Appendix with the California Court of Appeal - December 9, 2026

Wednesday 9 December ⋅ 20:00 – 21:00 (UTC)

This webinar goes over the practice and procedures of preparing an appendix with the California Court of Appeal. We will go document organization, preparing the index and more.

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05 Jan

Webinar - AI Tools for Legal Professionals: Gemini, ChatGPT & Claude - January 5, 2027

Tuesday 5 January ⋅ 20:00 – 21:00 (UTC)

View EventGet a practical introduction to three leading generative AI tools – Gemini, ChatGPT, and Claude – and explore how legal professionals can use them to work efficiently. This webinar will compare key features and strengths, demonstrate practical legal-workflow applications, and highlight important considerations for responsible and effective use.

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07 Jan

CCLS On-line Study Group - January 7, 2027 – March 11, 2027

Thursday 7 January (All day)

If you are interested in studying for the California Certified Legal Secretary (“CCLS”) Exam,** join LPI’s CCLS On-Line Study Group. During the Study Group, all topics covered in the CCLS exam will be reviewed (Please see the CCLS Information Kit on LPI’s website for a description of the sections covered on the exam).

Lectures and materials will be posted by no later than 7 p.m. on Sundays. Students may complete the material at their convenience. Access information will be provided upon enrollment in the class.

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07 Jan

Webinar - Rules of Professional Conduct: Understanding the Recent Changes (Part 1) - January 7, 2027

Thursday 7 January ⋅ 20:00 – 21:00 (UTC)

The Rules of Professional Conduct have changed-do you know what's new? This two-part CLE series will break down the recent updates, explain how they affect your daily practice, and provide practical guidance to stay compliant.

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11 Jan

Webinar - Beyond the Assignment: Building a High-Trust Attorney/Legal Professional Relationship - January 11, 2027

Monday 11 January ⋅ 20:00 – 21:00 (UTC)

A strong attorney/legal professional partnership is built on more than completing assignments. It is built on trust, communication, judgment, and mutual respect. This program explores what attorneys value most in the legal professionals they rely on, what legal professionals need from their attorneys to do their best work, and how both can strengthen the working relationship. Learn practical strategies for communicating effectively, anticipating needs without overstepping, navigating different work styles, building credibility, and creating the kind of professional partnership where trust runs both ways.

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12 Jan

Webinar - Communication & Diligence: Building and Maintaining Trust with your Clients - January 12, 2027

Tuesday 12 January ⋅ 20:00 – 21:00 (UTC)

Effective representation requires more than legal knowledge—it requires competent, diligent, and consistent client communication. This webinar examines professional-responsibility obligations regarding communication, diligence, client expectations, and follow-through.

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13 Jan

Webinar - The Deposition Process in California - January 13, 2027

Wednesday 13 January ⋅ 20:00 – 21:00 (UTC)

Noticing a depositing is more than just picking a date and time and serving notice on parties in a case. Where can a deposition be taken? Do you need records to be produced? Who can be deposed and what language is proper in a deposition notice? In this webinar you will learn the ins and outs of deposition procedures in California.

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14 Jan

Webinar - Rules of Professional Conduct: Understanding the Recent Changes (Part 2) - January 14, 2027

Thursday 14 January ⋅ 20:00 – 21:00 (UTC)

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19 Jan

Webinar - You're on Mute! Zoom & Teams Basics for Legal Professionals - January 19, 2027

Tuesday 19 January ⋅ 20:00 – 21:00 (UTC)

Build confidence and get comfortable using Zoom and Microsoft Teams for virtual meetings. The beginner-friendly webinar will cover these essential features legal professionals use every day, including joining and scheduling meetings, navigating controls, using audio and video effectively, sharing your screen, chatting, managing participants, and helpful tips for a smoother meeting experience.

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26 Jan

Webinar - Refresh Yourself – Why breaks are important for Legal Professionals (Free) - January 26, 2027

Tuesday 26 January ⋅ 20:00 – 21:00 (UTC)

This webinar explores the importance of stepping away from work and provides practical strategies for incorporating short movement, mental, and wellness breaks into the legal workday. Participants will learn how small, intentional pauses can help reduce stress, improve concentration, and support sustainable performance.

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27 Jan

Webinar - Expert Discovery - January 27, 2027

Wednesday 27 January ⋅ 20:00 – 21:00 (UTC)

Trial time is upon you and the list of expert witnesses has been exchanged. How in the world are you going to get records, set the expert’s deposition and get them to appear at trial? This webinar will go over topics such as deadlines for expert discovery, keeping track of and working with multiple experts, setting depositions and more.

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08 Feb

Webinar - Everything is Urgent! Managing Deadlines, Competing Priorities and the Legal Workload - February 8, 2027

Monday 8 February ⋅ 20:00 – 21:00 (UTC)

When everything feels urgent, how do you decide what truly comes first? Legal professionals routinely balance court deadlines, competing attorney requests, client needs, unexpected interruptions, and an ever-growing workload—all while knowing that something important cannot be allowed to fall through the cracks. This practical program explores strategies for triaging assignments, evaluating urgency and consequences, managing competing priorities, communicating when demands collide, and staying ahead of the work before today’s task becomes tomorrow’s emergency. We’ll also share real-world techniques experienced legal professionals use to manage the workload, protect critical deadlines, and keep the work moving when everything seems to be Priority No. 1.

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09 Feb

Webinar - Part I: Microsoft Copilot for Legal Professionals: Practical AI Workflows and Ethical Use - February 9, 2027

Tuesday 9 February ⋅ 20:00 – 21:00 (UTC)

Discover how Microsoft Copilot can help legal professionals work smarter and more efficiently. In this introductory session, we will explore what Copilot is, how it works within Microsoft 365, and practical ways to use it for drafting, research, summarizing, organization, and more. We will also discuss important ethical considerations, data security, and best practices for responsible and effective use if a legal setting.

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10 Feb

Webinar - Table of Contents: Your Legal Roadmap to Document Mastery! - February 10, 2027

Wednesday 10 February ⋅ 20:00 – 21:00 (UTC)

Master the essential Microsoft Word skills needed to create polished, professional legal documents. This hands-on class will cover section breaks, page numbering, Styles, and the Show/Hide feature, along with step-by-step instruction on creating, formatting, and updating a Table of Contents and Table of Authorities. Through live demonstrations, you will learn practical techniques to make complex legal documents easier to navigate, organize, and finalize.

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16 Feb

Webinar - Part II: Microsoft Copilot for Legal Professionals II: Advanced Workflows & Practical Application - February 16, 2027

Tuesday 16 February ⋅ 20:00 – 21:00 (UTC)

Take your Microsoft Copilot skills to the next level. This advanced session will dive deeper into practical workflows across Word, Excel, Outlook, and Teams, with real-world examples for legal professionals. Learn how to create customized prompts, improve accuracy, streamline complex tasks, and integrate Copilot into your daily workflow, wile continuing to focus on ethical use, data security, and best practices in a legal environment.

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19 Feb

LPI February 2027 Quarterly Conference

Friday 19 February (All day)

Save the date!

Location: Embassy Suites by Hilton, Walnut Creek, CA

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23 Feb

Webinar - Legal Writing: Understanding Holdings and Briefing Cases - February 23, 2027

Tuesday 23 February ⋅ 20:00 – 21:00 (UTC)

This webinar provides practical guidance on identifying a case’s holding, distinguishing it from dicta, and effectively briefing cases for use in legal research and writing. Participants will learn strategies for analyzing judicial opinions, identifying the key legal principles, and translating case law into clear, accurate, and persuasive legal analysis.

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24 Feb

Webinar - Formatting Pleadings and Discovery: Training to Have an Eagle Eye - February 24, 2027

Wednesday 24 February ⋅ 20:00 – 21:00 (UTC)

Our work product is a reflection of our knowledge, skills and work ethic. This one-hour webinar will provide you with the tools to properly format pleadings and discovery and more.

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02 Mar

Webinar - Gemini for Legal Professionals: Beyond the Basics - March 2, 2027

Tuesday 2 March ⋅ 20:00 – 21:00 (UTC)

Take your Gemini skills to the next level. This webinar goes beyond the basics to explore advanced features, practical legal workflows, and tips for getting more accurate, useful results. Learn how to leverage Gemini to streamline research, drafting, analysis, and everyday tasks, while also discussing best practices and important considerations for responsible use in a legal environment.

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09 Mar

Webinar - Client Trust Accounting: New Rule Changes and the Basics - March 9, 2027

Tuesday 9 March ⋅ 20:00 – 21:00 (UTC)

This webinar provides an overview of the fundamentals of client trust accounting, with a focus on recent rule changes and their practical impact on legal professionals. Participants will review key requirements for handling, depositing, documenting, and disbursing client funds, as well as common trust-accounting pitfalls. The course is designed to provide practical guidance for maintaining compliant trust-accounting practices and reducing the risk of errors and ethical violations.

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10 Mar

Webinar - Motion to Compel Discovery - March 10, 2027

Wednesday 10 March ⋅ 20:00 – 21:00 (UTC)

When a party has responded to discovery in bad faith, it may be necessary to file a motion to compel the production of documents, further responses to discovery, etc. The court may award sanctions for the misuse of the discovery process. This webinar will go over the motion to compel process in the California superior court from pre-motion requirements to sanctions possibly being awarded.

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15 Mar

Webinar - Removals From State Court to Federal Court: Making a Move Without Missing a Step a Practical Guide for Legal Professionals - March 15, 2027

Monday 15 March ⋅ 19:00 – 20:00 (UTC)

Moving a case from state court to federal court involves much more than filing a Notice of Removal. From identifying critical deadlines and gathering the state court record to filing in two courts, notifying the parties, and navigating new federal procedures, removal requires careful coordination at every step. This practical program walks legal professionals through the removal process from start to finish, highlighting key deadlines, filing and service requirements, procedural changes, and the important tasks that follow once the case arrives in federal court. Learn how to help manage the transition, anticipate what comes next, and keep the case moving without missing a step.

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16 Mar

Webinar - Style Savvy: Mastering Word for a Flawless Table of Contents! - March 16, 2027

Tuesday 16 March ⋅ 19:00 – 20:00 (UTC)

Learn how to create a professional, error-free Table of Contents in Microsoft Word using built-in Tools and styles. This class will walk you through setting up and applying heading styles, generating and updating a Table of Contents, and customizing the format to meet court and firm requirements. You'll also learn tip and tricks to save time, avoid common issues, and ensure a polished, consistent document every time.

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23 Mar

Webinar - Ethical Obligation to Report Unethical Behavior - March 23, 2027

Tuesday 23 March ⋅ 19:00 – 20:00 (UTC)

This webinar explores the ethical responsibilities surrounding the identification and reporting of misconduct, including when reporting may be required, how to recognize conduct that raises professional-responsibility concerns, and the appropriate steps for addressing suspected violations. Participants will gain practical guidance for navigating these challenging situations while protecting clients, colleagues, and the integrity of the profession.

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24 Mar

Webinar - Notice of Appeal: What Should be on Your Checklist - March 24, 2027

Wednesday 24 March ⋅ 19:00 – 20:00 (UTC)

There are many things to consider when filing an appeal to a lower court’s order or judgment. How do you bring an appeal and when? How do I calendar deadlines? How should documents be prepared? This webinar will provide you with an abundance of information and tips for successfully navigating the California Courts of Appeal.

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06 Apr

Webinar - Claude for Legal Professionals: Beyond the Basics - April 6, 2027

Tuesday 6 April ⋅ 19:00 – 20:00 (UTC)

Take your Claude skills to the next level. This webinar goes beyond the basics to explore advanced features, practical legal workflows, and tips for getting more accurate, useful results. Learn how to leverage Claude to streamline research, drafting, analysis, and everyday tasks, while also discussing best practices and important considerations for responsible use in a legal environment.

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07 Apr

Intermediate Legal Professionals Training Series (Civil Module) Commencing April 7, 2027

Wednesday 7 April (All day)

LPI is offering this 8-week, online series running from April 7, 2027 - May 26, 2027.

Wednesdays from 6:00PM - 8:00PM

Presented by: Lynne Prescott, CCLS

Each session will be a live, real-time, interactive series conducted via Zoom. Students will have in-class group labs via breakout rooms, as well as outside class assignments.

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07 Apr

Webinar - Ex Parte Applications in the California Superior Court - April 7, 2027

Wednesday 7 April ⋅ 19:00 – 20:00 (UTC)

This webinar will go over the process of ex parte applications in the California Superior Court and provide you with a guide to prepare the application and supporting documents, filing, serving and preparing to attend the hearing.

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13 Apr

Webinar - Citation Basics: BlueBook - April 13, 2027

Tuesday 13 April ⋅ 19:00 – 20:00 (UTC)

This webinar provides an introduction to the fundamentals of legal citation using <i>The Bluebook</i>. Participants will learn how to identify common citation components, apply basic citation rules, and recognize frequently encountered citation errors. The course is designed to provide practical tools for creating accurate, consistent, and professionally appropriate legal citations.

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20 Apr

Webinar - Creating a Table of Authorities and Index of Defined Terms in Microsoft Word - April 20, 2027

Tuesday 20 April ⋅ 19:00 – 20:00 (UTC)

This webinar will guide you through the process of creating a professional Table of Authorities and an Index of Defined Terms in Microsoft Word. You'll learn how to use Word's built-in tools and features to generate accurate, formatted lists, including tips for setting up styles, updating fields, and customizing the appearance to meet court and firm requirements. Practical examples and step-by-step instructions will help you streamline your workflow and save time.

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21 Apr

Webinar - Filing Under Seal in State and Federal Court - April 21, 2027

Wednesday 21 April ⋅ 19:00 – 20:00 (UTC)

Do you cringe at the thought of having to file documents under seal? How do you obtain an order from the court to file under seal? This webinar will go over the procedure and rules for filing a motion or application to seal and the procedure for lodging documents conditionally under seal in California Superior and Federal Court.

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04 May

Webinar - ChatGPT for Legal Professionals: Beyond the Basics - May 4, 2027

Tuesday 4 May ⋅ 19:00 – 20:00 (UTC)

Take your ChatGPT skills to the next level. This webinar goes beyond the basics to explore advanced features, practical legal workflows, and tips for getting more accurate, useful results. Learn how to leverage ChatGPT to streamline research, drafting, analysis, and everyday tasks, while also discussing best practices and important considerations for responsible use in a legal environment.

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05 May

Webinar - Requesting Your Client’s Medical Records - May 5, 2027

Wednesday 5 May ⋅ 19:00 – 20:00 (UTC)

This webinar is designed to assist you with requesting your client’s medical records from various facilities. We will go over topics such as HIPAA compliance, client authorization, requesting records from private practices, billing records and more.

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11 May

Webinar - Beginning Excel - May 11, 2027

Tuesday 11 May ⋅ 19:00 – 20:00 (UTC)

This beginner-friendly class will introduce you to the essentials of Microsoft Excel, with practical tips and easy-to-follow examples designed for legal professionals. You'll learn how to create and format spreadsheets, work with basic formulas, sort and filter data, and organize information more efficiently. By the end of the session, you'll have the foundational skills to use Excel confidentially in your daily work.

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18 May

Webinar - Advanced BlueBook Citation - May 18, 2027

Tuesday 18 May ⋅ 19:00 – 20:00 (UTC)

This webinar builds on foundational citation skills and focuses on more complex and frequently encountered Bluebook citation issues. Participants will explore advanced citation formats, short forms, signals, parallel citations, pinpoint citations, and citing less common legal authorities. The course provides practical strategies for improving citation accuracy, consistency, and efficiency in legal writing and document review.

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26 May

Webinar - Motions for Summary Judgment/Adjudication - May 26, 2027

Wednesday 26 May ⋅ 19:00 – 20:00 (UTC)

What Should Be on Your Checklist: Whether your office is filing the motion or opposing one, amotion for summary judgment and/or adjudication can be intense. A lot of hard work goes into preparing one and it can be quite a costly procedure that will set the tone for the rest of the case. This webinar will provide you with helpful information for you to prepare and make your filing go as smoothly as possible.

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08 Jun

Webinar - Finding the Evidence: Smarter Searching in eDiscovery - June 8, 2027

Tuesday 8 June ⋅ 19:00 – 20:00 (UTC)

This webinar will provide a practical introduction to eDiscovery and effective search strategies for finding relevant evidence. You'll learn how to use search terms, filters, and advanced tools to quickly locate key documents, reduce irrelevant results, and improve review efficiency. Real-world examples and tips will help you build more effective searches and gain confidence working with eDiscovery platforms.

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15 Jun

Webinar - BlueBook v. CSM - June 15, 2027

Tuesday 15 June ⋅ 19:00 – 20:00 (UTC)

This webinar explores the key differences between The Bluebook and the <i>California Style Manual</i>, with a focus on citation practices commonly encountered in California legal practice. Participants will compare citation formats, rules, and conventions and learn practical strategies for determining which style to apply. The course is designed to improve citation accuracy, consistency, and efficiency when preparing California legal documents.

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