• Tools

    Get our 20-page template to download and start your own Standard Operating Procedures (SOP) manual to use on all of your projects.

  • Course Access

    This is a 10-hour course that you can start and stop throughout your course access period of 12 months.

  • Support

    Have questions while taking the course? You have 24/7 access to the instructor for any questions or support.

Master Your E-discovery Projects

Do you want to be the "go-to" person on your team when it comes to managing e-discovery projects?

This course will help you easily transition to the role of an E-discovery Paralegal.

The E-Discovery Paralegal Boot Camp gives you the tools to develop industry-recognized best practices of managing your e-discovery projects instead of letting them manage you.

As part of this course, you get our 20+ page template, the Standard Operating Procedures Manual to use on future e-discovery projects to help your e-discovery projects go smoothly.

You don't want the attorneys on your team to know more about e-discovery projects than you!  Having a good handle on e-discovery is a must for litigation paralegals who want to excel in their career.

Fuel your litigation paralegal career with the E-discovery Paralegal Boot Camp.

Your Tools & Templates

Your course access includes templates and forms to download and use on your cases right away. Some of those include:

  • 20+ Page template for a Standard Operating Procedures (SOP) Manual - your tool to plan and manage all of your future e-discovery projects

  • ESI Budget Calculator and other project estimating tools

  • Document Production Checklist and other quality control tools

Be the Indispensable Paralegal

The tools and skills to master your e-discovery projects

Get started now

What Others Are Saying

About the Course

  • You won't be disappointed with this course!

    Kim Barrett

    The E-Discovery Paralegal Boot Camp is, by far, the most informative training I've attended. The material is presented professionally and sensibly. The ins...

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    The E-Discovery Paralegal Boot Camp is, by far, the most informative training I've attended. The material is presented professionally and sensibly. The instructors are knowledgeable about the subject matter and draw on real experiences to drive the point home. This training course is certainly helpful to paralegals as it specifically targets a paralegal's role in the e-discovery process and provides tips for delivering superior support to their supervising attorneys from collection through production.

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  • It was worth it!

    Karen Cummins

    I have been a paralegal for 35 years, nationally certified and sit on the paralegal certification board for the SC Supreme Court. The E-Discovery Paralegal ...

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    I have been a paralegal for 35 years, nationally certified and sit on the paralegal certification board for the SC Supreme Court. The E-Discovery Paralegal Boot Camp is a MUST for all paralegals in this day and time. You just proved to me that one is never too old to learn something new!

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  • High scores for a great program!

    Jan Watson

    I found the E-Discovery Paralegal Boot Camp to be very valuable in that I was able to apply what I was learning while working on two large cases. Knowing th...

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    I found the E-Discovery Paralegal Boot Camp to be very valuable in that I was able to apply what I was learning while working on two large cases. Knowing the phases of the EDRM really helped me appreciate what goes into an e-discovery project and the amount of work and technology involved.

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  • Excellent!

    Angela Skeete

    Every litigation paralegal should attend this Boot Camp. It has really increased my skill set. The forms and checklists were invaluable!

    Every litigation paralegal should attend this Boot Camp. It has really increased my skill set. The forms and checklists were invaluable!

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  • Great Way to Prepare for ACEDS!

    Ashley Bourget

    This course greatly assisted my preparation for the ACEDS exam. Covers a broad range of ESI topics :)

    This course greatly assisted my preparation for the ACEDS exam. Covers a broad range of ESI topics :)

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Course Detail

Unit 1: An E-Discovery Overview

Unit 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


Unit 2: E-Discovery Project Management Principles

Unit 2 provides instruction on the general project management principles that should be used in all e-discovery projects. This unit goes through each 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.

  • 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
  • Drafting a Standard Operating Procedures to use on your next e-discovery project
  • Preparing a budget and controlling costs


Unit 3: E-Discovery Technology

To have an understanding of e-discovery project management, a 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 unit walks you through the technology considerations for each phase of the EDRM and provides product demos to get a feel for what the technology products offer.


Unit 4: Managing the Processing Phase

Unit 4 covers the project management aspect of the Processing Phase of your e-discovery project. As we start our processing project, Unit 4 takes you through the steps suggested by the EDRM: Assessing the Data/Planning; Selecting the Data, Preparing the Data, Validating the Data and concludes with the final Output. Additionally, this unit provides tools to prepare you for your team status meeting that takes place during the processing project, follow-up planning questions and issues to be aware of during the processing project.

Unit 5: Managing the Review Phase

Unit 5 takes the learner through the EDRM’s Workflow for the Review Phase and provides instruction on the e-discovery project manager’s role in the Review Phase of the e-discovery project. Upon completion of this unit, 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


Unit 6: Managing the Production Phase

Unit 6 provides users 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

E-discovery Paralegal

Need more than one seat? Contact us for information on discounted group pricing for your entire team.

Meet the Instructor

  • Erika Santiago

    Instructor

    Erika Santiago

    Erika Santiago has experienced the extraordinary evolution of technology and litigation discovery since her start in the industry in 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. 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 approach is strictly vendor, service provider, software, and technology neutral – “The tools are not as important as the process.” She encourages and mentors others in our industry to continuously seek more knowledge in best practices towards a defensible process.