Learn best practices for identifying, preserving, and managing electronically stored information (ESI) to support effective discovery, strengthen trial preparation, and ensure defensible, efficient handling of digital evidence.
Paralegals are often responsible for gathering evidence and information and for assisting attorneys not only in managing that information during the discovery phase of a legal matter but also in preparing to introduce it as evidence at trial. In a world where nearly all documents are created on computers--and where data from mobile devices plays an increasingly important role in legal matters--what are some of the best ways to manage this process? In this presentation, attendees will learn how to identify and preserve electronically stored information (ESI), explore methodologies for defensibly collecting ESI, and understand how to effectively utilize the information that is collected.
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Why Lorman?
Over 38 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, Non-Privileged and Proportional ESI
- Duty to Identify and Preserve ESI
- Efforts to Preserve ESI
- Consequences for Failure to Preserve ESI
Collecting Data From Electronic Devices
- Developing a Reasonable Collection Strategy
- Methods for Collecting ESI From Electronic Devices
- Validating a Collection Methodology
Extracting Data for Use as Evidence in Legal Matters
- Data That Is Available From Common Data Sources
- Developing a Plan for Processing Data
- Filtering Data to Find What Is Needed
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Why Lorman?
Over 38 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 November 18, 2025.
Call 1-866-352-9540 for further credit information.
- NALA 1.0
- 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: 1.0 hour(s).
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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Why Lorman?
Over 38 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
Robert B. Fried
Page One Legal
Rob Fried
- Executive Vice President of Forensics and Chief Investigative Officer at Page One Legal
- Over 20 years of experience in the field of digital forensics and expert services
- Skilled and detail-oriented investigator
- Held senior-level positions in data forensics practices for prominent national litigation consultants
- Served as a Computer Crime Specialist at the National White Collar Crime Center (NW3C), where he designed and delivered computer forensic and investigative training courses for law enforcement agencies at the federal, state, and local levels
- Licensed as a Professional Investigator in Michigan and as a Private Investigator in New York and South Carolina
- Holds a B.S. and an M.S. in Forensic Science from the University of New Haven
- Maintains multiple professional certifications
Michael Quartararo
Association of Certified E-Discovery Specialists
Mike Quartararo
- President of the Association of Certified E-Discovery Specialists (ACEDS)
- Author of the 2016 book Project Management in Electronic Discovery, now in its second edition
- Has been consulting in e-discovery, information governance, project management, and legal technology for 25 years
- Operates a successful consulting practice that advises corporate legal departments and law firms
- Graduate of the State University of New York
- Attended law school in London
- 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
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