Mastering E-discovery Projects

Your e-discovery fast-track course

Mastering E-discovery Projects

If you don’t have the time to commit to our full E-discovery Paralegal Boot Camp, this e-discovery fast-track course will get you the e-discovery project management skills in half the time.

We walk you through how to draft and follow a Project Plan Memo on all of your document productions.

The workshop gives you with the tools to conduct and manage document review projects – large and small; paper and ESI. Paralegals are introduced to using project management principles with a Project Plan Memo so that documents and deadlines do not slip through the cracks during a document review and production.

“The E-discovery Paralegal Boot Camp is a MUST for all paralegals in this day and time. It was worth it!”
“The Paralegal Boot Camp offers a vast amount of valuable skills and information that every paralegal should own.”
“Every litigation paralegal should attend this Boot Camp. It has really increased my skill set. The forms and checklists were invaluable!”
“I recommend this resource for both experienced paralegals (I'm at 30 yrs) and for new paralegals.”

Karen Cummins

Anastasia Lohr

Angela Skeete

Anne Fisher

Mastering E-discovery Projects

Course Detail

This course is approximately 4.0 hours and includes templates and forms to download to start using on your e-discovery projects right away.

Module 1: Project Management Principles

  • Using proactive case management to master document productions
  • How to become a project manager when your team does not involve you in the beginning of a project
  • Understanding how the 2015 amendments to the FRCP affect document productions
  • The basics of project management principles and how to incorporate those principles into document production projects
  • How to communicate changes to the project scope, cost or time

Module 2: Developing a Plan

  • Drafting a Project Plan Memo to make sure you have a defensible audit trail on your document productions
  • Industry models to assist in document productions
  • The important questions that must be asked and answered before the document production starts
  • How to identify other sources of data
  • Estimating data size and preparing a budget

Module 3: Managing the Processing and Review Phases

  • Managing the Processing Phase using project management principles.
  • Understanding the various processing options depending on the available technology.
  • Developing a training program for your document review staff.
  • Methods for reducing the review time of a document production.
  • Estimating the completion date for the review.

Module 4: Managing the Production Phase

  • Incorporating project management principles into the production phase
  • Understanding the pros and cons of the various production method.
  • Having quality control measures in place to prevent mistakes in your productions
  • Drafting a Production History Log and how it will be used in your defensible audit trail
Get started now

For Only $189

Includes complimentary access to our Monday Morning Masterclass!

Additional Course Information

The course access period for this course is 90 days.  But life happens! Things come up that you didn’t expect. That’s not a problem.

If something comes up and you are not able to complete the course during your course access period, just shoot us an email and let us know that you need more time.

This course is approved for 4.0 CLE credits.

In addition to the course lessons, your course includes templates and forms that you will be able to download and use right away on your own cases.

This course is recommended for litigation paralegals who want to master their e-discovery projects.

Paralegal Boot Camp 2Ann Pearson is the Founder of PRM Education Group and Director of Training for its nationally-recognized Paralegal Boot Camp®. Ann develops training programs exclusively for paralegals and legal assistants.

Ms. Pearson has over 25 years of experience in the legal industry, first as a litigation paralegal at a boutique law firm in Sarasota, Florida and then as a litigation paralegal at Holland & Knight LLP.   She later became the paralegal manager at McKenna, Long & Aldridge LLP (now Dentons), where she managed the paralegals and case assistants in their Atlanta, New York and San Diego offices. Ann was able to significantly increase the skill set, retention rates and productivity of McKenna’s paralegal group through methods that she now teaches in the Paralegal Boot Camp.

Ms. Pearson teaches online courses for Emory University’s Paralegal Certificate Program and is a frequent speaker at legal industry events.  She has served on the Advisory Board of Brown Mack College’s paralegal certificate program in Atlanta and is the former President at the Foundation for the Advancement of the Paralegal Profession (FAPP).

Get started now

For Only $189

Includes complimentary access to our Monday Morning Masterclass!