E-discovery Paralegal Boot Camp

Master your e-discovery projects with the

E-discovery Paralegal Boot Camp

The E-discovery Paralegal Boot Camp takes all of the guesswork out of managing your e-discovery projects.  E-discovery project management is one of the most important skills that a litigation paralegal must have.  This online course gives you a step-by-step guide to manage your projects from start to finish.

If you’re like most litigation paralegals, you struggle with:

  • how to meet the production deadline when the attorney/client keeps adding more data to the review project
  • how to make sure privileged and confidential documents don’t get produced by mistake
  • how to stay on budget when you don’t really have control over many aspects of the e-discovery project

That’s why most people just throw up their hands and hope for the best.  Unfortunately, we all know that it doesn’t work out like that.  Instead,

  • data gets produced wrong
  • budgets get blown
  • no one has a handle on what to do with all that data

We know how hard it is for a litigation paralegal.  Especially when the attorney doesn’t always involve the paralegal until the data is aleady in the review tool and the deadline is fast approaching.

We can help with that.

The E-discovery Paralegal Boot Camp gives you a step-by-step guide to use on all of your e-discovery projects.  We walk you through each step and give you the tools to master each phase of your project.  This e-discovery training program is not technology training.  It is training for paralegals who want to master their project management skills to use on e-discovery projects.

Reduce errors

Increase efficiency

Written plan

We want you to become the

Master of E-discovery Projects

The E-discovery Guide takes you through each step and gives you a template for:

  • Checklist for Identifying Potential Data Sources
  • Collection Plan Checklist
  • Collection Procedures
  • Chain of Custody Procedures
  • ESI Processing Checklist
  • Vendor Comparison Chart
  • ESI Budget Calculator
  • Review Checklist
  • Logistics and Staffing
  • Review Decision Tree
  • Quality Control Checklist
  • Privilege Log
  • Quality Control Risks to Consider
  • Production Checklist
  • And More…

E-discovery training doesn’t have to be expensive and take a long time.  We know you are a busy legal professional and you just want an easy way to manage your projects.

We walk you through each of these and give you the tools to become the master of your e-discovery projects.  You receive all of these forms and templates in Word and Excel format so that you can download them and start using them as your own documents.

What others are saying about the

E-discovery Paralegal Boot Camp

“The E-discovery Paralegal Boot Camp is, by far, the most informative training I've ever attended. This course is certainly helpful to paralegals as it specifically targets a paralegal's role in the e-discovery process. You won't be disappointed with this course!”
“I found the E-discovery Paralegal Boot Camp to be very valuable in that I was able to apply what I was learning immediately. High scores for a great program!”
“I have been a paralegal for 35 years. The E-discovery Paralegal Boot Camp is a MUST for all paralegals in this day and time. You proved to me that one is never too old to learn something new. It was worth it!”
This course greatly assisted in my preparation for the ACEDS exam. It covers a broad range of ESI topics. Thank you!
“Every litigation paralegal should attend the E-discovery Paralegal Boot Camp. It has really increased my skill set. The forms and checklists were invaluable!”

Kim Barrett

Jan Watson

Karen Cummins

E-discovery Paralegal Boot Camp

Ashley Bourget

Angela Skeete

E-discovery Paralegal Boot Camp

Course Detail

9-hours of video presentation, plus reading assignments, resources and downloads. Click on the module title below to learn more about the course content.

Module 1: An E-discovery Overview

Module 1 provides paralegals with the history, terminology and background to become familiar with the practice of e-discovery. This unit reviews each phase of the E-Discovery Reference Model to better understand how a paralegal can assist in managing each of those phases, together with a review of the significant case law that has affected e-discovery.

  • Basic knowledge of e-discovery
  • Define electronic discovery
  • Understand basic workflow models
  • Understand the rules and principles that govern e-discovery
  • Understand key issues in e-discovery case law

Module 2: Using E-discovery Project Management Principles

Module 2 provides instruction on the general project management principles that should be considered for e-discovery projects.  This module gives you a better understanding of the e-discovery stages that should be in your Standard Operating Procedure (“SOP”) and provides paralegals with the tools to draft your own SOP to use on every e-discovery project to make sure your organization has a defensible and repeatable process.

In this module, you will download our 20-page template to help get you started on drafting your SOP. As you complete each module, your writing assignment is to incorporate what you learned in that module into your SOP.

  • Apply general project management methodologies to the practice of e-discovery
  • Understand project scope and scheduling resources to be able to develop a defensible project plan
  • Take a proactive approach to consulting with clients
  • Drafting a Standard Operating Procedures to use on your next e-discovery project
  • Preparing a budget and controlling costs

Module 3: Understanding Both Sides of the Technology

To have an understanding of e-discovery project management, an e-discovery paralegal also needs to have an understanding of the available technology – from the client’s side and from the law firm/outside service provider side. This module walks you through the technology considerations for the phases of the EDRM that a paralegal is typically involved in and provides optional product demos to get a feel for what the technology products offer.

Module 4: Managing the Processing Phase

Module 4 gives you the tools to incorporate project management principles into the Processing Phase of your e-discovery project.  As we start our processing project, this module covers steps such as:

  • Assessing the Data/Planning for this phase
  • Selecting the Data, Preparing the Data and Validating the Data
  • Preparing for your team status meeting
  • Follow-up planning questions and issues to be aware of during the processing project

Module 5: Managing the Review Phase

Module 5 takes the learner through the EDRM’s Workflow for the Review Phase and provides instruction on the e-discovery paralegal’s role in the Review Phase of the e-discovery project. Upon completion of this module, users will be able to:

  • Identify methods to limit the scope of the document review
  • Determine the strategy/plan of the review project
  • Planning for the review workflow and how various elements can affect the review project
  • Tips on managing the reviewers
  • Use quality control steps to put into place for every review project
  • Identify case law affecting the review phase

Module 6: Managing the Production Phase

Module 6 provides e-discovery paralegals with best practices to follow during the production phase of an e-discovery project, including the planning phase of production which begins at the beginning of every e-discovery project. Upon completion of this unit, you will be able to:

  • Apply e-discovery project management methodologies to the planning of the production phase of e-discovery
  • Have a comprehensive understanding of the best practices for production
  • Comprehension of different production format options and effectively communicating those options to the team
  • Distinguish between the pros and cons of the various production formats
  • Understand different delivery methods for a smooth production and completion of the e-discovery project

Course Access

You can access the course 24/7 from any computer, tablet or mobile device.

CLE Credit

The course is approved for 9.0 CLE credits.


You have access to the instructors through the online learning portal.
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For Only $299

E-discovery Training for Paralegals

Additional Course Information

Please note: if you use the Order Form in the Course Brochure to mail in a check as payment for the course, it may take up to 10-14 days to receive and process your payment.  Email support@paralegal-bootcamp.com if you have any questions about the status of your course access.

The course access period for this course is 1 year.  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 9.0 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.  As an E-discovery Paralegal, you do not want to recreate the wheel with each new case!  Some of those e-discovery tools include:

  • Standard Operating Procedures Manual (SOP)
  • Custodian Interview Questionnaire
  • Checklist for Additional Data Sources
  • ESI Budget Calculator
  • Processing Checklist
  • Data Estimator
  • Vendor Comparison Chart
  • Index to Document Reviewer Notebook for Training Reviewers
  • Document Review Decision Tree
  • Production Checklist
  • Production History Log

This e-discovery training program is recommended for litigation paralegals who want to work on e-discovery projects as a project manager instead of a task-master.

If you are new to being a litigation paralegal , it is highly recommended that you start with our Basic Training for New Litigation Paralegals instead of this course.

ediscovery trainingAnn Pearson is the Founder of the Paralegal Boot Camp®. Ann develops training programs exclusively for the legal industry.  The training is provided through live workshops, online courses and custom in-house training programs.

Prior to founding the Paralegal Boot Camp in 2010, Ms. Pearson had 20 years of experience in the legal industry, first as a litigation paralegal working in commercial litigation, construction and products liability.   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 (job satisfaction!) and productivity of McKenna’s paralegal group through methods that she now teaches in the Paralegal Boot Camp.

Ms. Pearson teaches 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).  Ann is a member of the American Society for Training and Development (ASTD), the Project Management Institute and the IPMA.  She is the former VP Education for the Atlanta Chapter of the National Association of Women Business Owners.

ediscovery trainingErika Santiago has experienced the extraordinary evolution of technology and litigation discovery since 1995. While assisting litigation teams in the development of defensible discovery management strategies, she has worked with law firms and corporate legal departments in the design and implementation of their litigation support departments. Erika has worked with AmLaw100 firms in various litigation technology roles from project management to trial support.

Today, Erika is primarily focused on teaching litigation support (E-Discovery) project management best practices backed by years of experience and knowledge of understanding project needs, setting & managing expectations, and utilizing available resources. Her previous teaching & training experience includes Miami-Dade Community College, Georgia Perimeter College and Emory University’s Paralegal Certificate Program.

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