Learn about the sources of ESI and how to properly identify, preserve, collect, and process information.
Many legal professionals, including lawyers, paralegals, and legal support professionals, often do not understand that best practices and sound, defensible processes required to identify, collect, and process electronically stored information (ES) that is relevant to a legal matter. In this topic, you will learn about modern sources of ESI and how to properly identify, preserve, collect, and process information that may be relevant and material to your case. The material will also explain the consequences for failure to develop best practices; and processes for handling ESI.
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Over 35 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
Identifying and Preserving Relevant Data
- Duty to Preserve ESI
- Identifying Sources of ESI
- Consequences for Failure to Preserve ESI
Collecting Data From Smartphones and the Cloud
- Developing a Reasonable Collection Strategy
- Methods for Collecting ESI From Smartphones and the Cloud
- Validating a Collection Methodology
Extracting Data for Use in Legal Matters
- Data That Is Available From Smartphones and the Cloud
- Developing a Plan for Processing Data
- Filtering Data to Find What Is Needed
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Credit
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Why Lorman?
Over 35 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 Course
This course was last revised on April 27, 2021.
Call 1-866-352-9540 for further credit information.
- NALA 1.47
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.47 hour(s).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 35 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

Michael D'Angelo
Independent Expert
- A career forensic expert who is recognized by the United States Department of Defense as a mobile forensics SME and has testified in at least a dozen forensic cases
- Led large-scale forensic teams within the federal government, state, and local law enforcement; has been working in private consulting for the past 6 years assisting major organizations, consulting groups, and AMLAW 100 clients with some of the most complex and sophisticated digital forensic investigations and collections
- Helped establish a civilian forensic unit for Naval Information Warfare Systems Command
- Assists in training law enforcement agents and forensic analysts in different forensic techniques and skills, as well as teaching at several colleges within the CUNY system in the field of cybersecurity and Digital Forensics
- Helped lead the District Attorney of New York’s Cyber Crime Unit - Major Economic Crime Bureau investigations
- Created and helped bring to market, first of its kind mobile data review tool
- Over 11 years’ experience in complex and large-scale investigations
- Sits on several advisory boards, such as the EC-Council in helping train future forensic analysts and help craft certification courses & exams
- M.S. degree in computer forensic & digital investigations, University of Maryland

Michael Quartararo
Association of Certified E-Discovery Specialists
- President of the Association of Certified E-Discovery Specialists (ACEDS), which provides training and certification in e-discovery and related disciplines to law firms, corporate legal, and the broader legal community
- Successful consultant and advisor to Am Law 200 firms and Fortune 500 companies
- Has been successfully consulting in information governance, e-discovery, project management and legal technology for two decades, including 10 year stints at both Skadden Arps and Stroock
- 20 years of experience at law firms working on large-scale e-discovery projects
- Author of 2016 book, Project Management in Electronic Discovery
- Certified Project Management Professional (PMP) and Certified E-Discovery Specialist (CEDS)
- Frequently writes and speaks on e-discovery, legal operations, project management, and technology topics
- Graduate, State University of New York
- Can be contacted at [email protected] or on Twitter @mikequartararo
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Why Lorman?
Over 35 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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