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Effective Strategies for Electronic Document and Case Management

Learn how to leverage technology to effectively and efficiently manage your cases from start to finish.

Many legal teams struggle with the discovery process involving proper handling of their client's evidence. They may not understand the ramifications of inappropriate treatment of electronic records that will be produced to opposing parties. This material will focus on best practices for collecting, organizing, storing and working with discovery documents electronically. This material will also have a heavy focus on the effective use of databases for managing and building your case. We will review collection plan methodology, preparing the documents for analysis, and review strategies for production and how to build your case using an electronic database.

Runtime: 86 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Understanding the Case

  • Client Communications
    • Data Assessment
  • Legal Holds
  • Meet and Confer

Discovery Plan

  • Internally Sourced or Outsourced
    • Vendor Engagement
  • Collection
    • Organizing and Storing Evidence
  • Processing
    • By Custodian
    • Filtering
  • Review Strategies
    • Tagging
    • Coding

Production

  • Types of Load Files
  • Common Metadata Exchanged

Building Your Case Using Your Discovery Database

  • Substantive Tagging
    • Issue Identification
    • Witnesses and Deposition Preparation
    • Key Documents
  • Coding
  • Searching

Presentation

  • Organize Your Exhibits and Testimony for Presentation
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on December 4, 2018.

Call 1-866-352-9540 for further credit information.

  • NALA 1.42
     
  • This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for (s) hours.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Gayle R. Absi

Gayle R. Absi

ABSI Legal Technology, LTD

  • Owner of ABSI Legal Technology, Ltd. since 1999
  • Consultant primarily in litigation support and electronic discovery
  • Seminars and workshops and author publications regarding litigation support and electronic discovery
  • Certified Ipro trainer and consultant
  • Certified summation support specialist
  • B.S. degree in business administration, major paralegal
  • Can be contacted at 440-250-0608 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 397911
Published 2018
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