Ediscovery Paralegal Boot Camp

Module 1 provides paralegals with the history, terminology and background to become familiar with the practice of ediscovery. This unit reviews each phase of the Ediscovery 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 ediscovery.

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

Module 2 provides instruction on the general project management principles that should be considered for ediscovery projects.  This module gives you a better understanding of the ediscovery 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 ediscovery 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 ediscovery
• 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 ediscovery project
• Preparing a budget and controlling costs

To have an understanding of ediscovery 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 gives you the tools to incorporate project management principles into the Processing Phase of your ediscovery project.  As we start our processing project, this module provides ediscovery training in:

• 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 takes the learner through the EDRM’s Workflow for the Review Phase and provides instruction on the ediscovery paralegal’s role in the Review Phase of the ediscovery 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 provides the ediscovery paralegal with best practices to follow during the production phase of an ediscovery project, including the planning phase of production which begins at the beginning of every ediscovery project. After this ediscovery training module, users will be able to:

• Apply ediscovery project management methodologies to the planning of the production phase of ediscovery
• 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 ediscovery project