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Podcast

Why Paralegals Are Quietly Becoming More Valuable Than Associates ft. Michelle Pendleton

39:39 min

Paralegals have long been boxed into the role of “document reviewers” but their true value goes far beyond that. And with AI in the mix, their place in law firms is being rewritten entirely. In this episode of Between the Briefs, hosts Adrian Cea and Joe Stephens welcome Michelle Pendleton, Certified Paralegal and eDiscovery specialist at Allen Matkins and President of the San Diego Paralegal Association, to explore how paralegals are quietly becoming the most valuable players in law firms.

What You’ll Learn:

  • How to navigate the paralegal profession's shifting identity
  • How to structure case management from intake to trial
  • Why paralegals must reframe AI prompts for machines, not lawyers
  • The art of managing attorney expectations through timeline transparency
  • How to treat paralegals as strategic professionals, not administrative assistants
  • The paralegal's untouchable value: strategic case orchestration that AI cannot replicate
  • Why the next frontier for paralegals is technical infrastructure literacy

 

Tune in to understand how the role of the paralegal is undergoing a major transformation and what technology has to do with it.

Quotes:

  • "The biggest thing for me was to always ask one more question. I think in litigation, that's a big, big thing to think about because even if you get something that looks pretty simple and obvious on its face, it's not always that way when you start to dig in and look at the actual information and the documentation, especially, the evidence."
  • "We are kind of a jack of all trades. I do something different almost every day, at least a little bit that I haven't done before. You know, whether it's today I'm using Google Earth to map a demonstrative for a hearing, but I think just being willing to make those adjustments because it's a constant movement in terms of what the case requires, what the judge requires, what a witness might require to take their deposition properly."
  • "I learned that even though people say use common language, use natural language, you also have to be cognizant that you're talking to a machine or someone who may not know anything about the legal profession. I learned that I have to take a few steps backwards when I'm starting those prompts because I tend to just jump in and I'm used to using the jargon and legal tools that know exactly what those parameters are."
  • "I think it's the case management - that's the key. Because I find when I see a case that hasn't had a paralegal on it, it's not structured. There's no management and no tracking of all of those things that we've been talking about. The ability to know where you're going and what you're gonna need to get there - it's invaluable."

 

Highlights

00:00
Introduction & Meeting Michelle Pendleton 

00:01
How Michelle Went from Receptionist to Paralegal

00:50
All It Takes is One More Question in Litigation

02:53
How eDiscovery Evolved and Why Paralegals Led the Charge

04:02
Why Paralegals are the Unsung Architects of Complex Legal Cases

06:33
Learning New Legal Technology: Then vs. Now

08:28
Why You Need to Prompt AI Like You're Speaking to a Beginner

10:04
Managing Attorney Expectations Through Transparent Timelines

11:42
How to Treat Paralegals as Strategic Professionals

13:34
Why Communication Matters Now More Than Ever

13:57
Real-World Applications of AI in Daily Paralegal Work

16:16
A Paralegal’s POV on AI Adoption and Job Security

18:26
The Evolution of the Paralegal Role from Back Office to Courtroom

About the Contributors

Joe Stephens

Joe Stephens, J.D., is Steno's Director of Legal Solutions as well as a Clinical Lecturer at Texas Tech University School of Law. With over 15 years of experience in criminal defense and public service, he founded and led Texas' largest rural public defender office, which serves a 12-county area. A graduate of The University of Texas School of Law (cum laude) and Vanderbilt University (B.A.), Stephens currently serves as a Board Member of the Texas Criminal Defense Lawyer's Association (TCDLA) and sits on multiple State Bar of Texas committees. His expertise spans the intersection of legal practice and technological innovation in the justice system.

Adrian Cea

Adrian Cea is Steno's Social Media Manager, leading content strategy, audience engagement, and digital brand-building across platforms. He also produces and co-hosts Between the Briefs, Steno's podcast covering the intersection of legal technology, court reporting, and the future of litigation. With a background spanning content creation, field marketing, and sales at companies like Sell Better and Chili Piper, Adrian brings a multi-disciplined lens to making complex legal tech topics accessible and engaging.