• Tools

    Get our 50-page template to download and start your own Standard Operating Procedures (SOP) to use on all of your ediscovery projects.

  • Reduce Costly Mistakes

    Mistakes on ediscovery projects are expensive. Our checklists and written plan will help you prevent costly mistakes and budget overruns.

  • Make more money

    A skilled ediscovery project manager is indispensable to their team and hard to find. Your project management skills will add value to your career.

Ediscovery Training

An Online Course for Litigation Paralegals

Mistakes on e-discovery projects are too costly for law firms and their clients. That’s why e-discovery project management is an essential skill for all litigation paralegals and other legal professionals on the team.  

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

  • what to do when your attorney keeps adding electronic data at the last minute
  • how to make sure privileged and confidential documents don’t get produced 
  • how to stay on budget when you don’t have control over many aspects of the e-discovery project


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

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


When those things happen, who gets blamed for the mistakes? 

Do your attorneys acknowledge that maybe they should have extended the deadline or added more staff to help you out with the quality control check? Probably not. 

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

Even if that’s your situation, we can help with that. You don't need to spend a small fortune on e-discovery certification programs that focus on the technical side and are geared towards litigation support technicians and e-discovery vendors.

The E-discovery Boot Camp takes all of the guesswork out of managing an e-discovery project.  This online course gives you a step-by-step guide (with 50+ pages of a written plan, templates, and lots of e-discovery checklists!) to use from start to finish on all of your e-discovery projects.  

We walk you through each step and give you the training and the tools to master each phase of your e-discovery project. 

Imagine if your next e-discovery project had a written plan (a defensible audit trail!), and all of the checklists to help make sure nothing slips through the cracks.

The E-discovery Boot Camp is a game-changer for litigation paralegal careers.


What Others Are Saying

About the Ediscovery Boot Camp

5 star rating

You just proved to me that one is never too old to learn ...

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. It was worth it!

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5 star rating

High scores for a great program!

Jan Watson

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

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I found the E-Discovery Boot Camp to be very valuable in that I was able to apply what I was learning while working on two large cases that involved using Relativity as our document management platform.

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5 star rating

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 to production.

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5 star rating

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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5 star rating

Great Course

Luke Strahota

I have worked as a litigation technical support analyst since 2005 with very little education or training, This course was a great refresher to concepts I wo...

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I have worked as a litigation technical support analyst since 2005 with very little education or training, This course was a great refresher to concepts I work with every day and also an eye opener to seeing the e-discovery process from my main client's (paralegal) perspective.

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5 star rating

Wonderful Source of Information

Ceyda Tocsoy

Although I have not had a chance to go through everything yet (which we get a whole year to go through), I found everything highly organized in a meaningful ...

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Although I have not had a chance to go through everything yet (which we get a whole year to go through), I found everything highly organized in a meaningful manner that conveyed a lot of information. Can't wait to finish it!

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5 star rating

The checklists are awesome!

Angela Skeete

The resources that are included in this course are worth so much. I now have a solid plan for every e-discovery project I work on. Great course.

The resources that are included in this course are worth so much. I now have a solid plan for every e-discovery project I work on. Great course.

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Ediscovery Boot Camp

Course Detail

Module 1: An E-Discovery Overview

All litigation paralegals should have a basic foundation of ediscovery history, terminology, and background to become familiar with electronically stored information and the practice of e-discovery. This introduction reviews several industry workflow models 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.

  • Basics of electronically stored information (ESI)
  • Workflow models that assist legal professionals with e-discovery projects
  • Rules and principles that govern e-discovery
  • Key issues in e-discovery case law that every litigation paralegal should be aware of


Module 2: Developing a Written Plan for your Ediscovery Project

ediscovery trainingModule 2 gives you an in-depth understanding of general project management principles that should be used in your e-discovery projects. This module goes through each of the e-discovery stages that should be in your Standard Operating Procedure (“SOP”) or "defensible audit trail" and provides you with the tools to draft your own SOP to use on every e-discovery project. Upon completion of this module, you will be able to:

  • 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
  • Start drafting your Standard Operating Procedures to use on your next e-discovery project, using our 50+ page template to get started
  • Preparing a project budget and learn methods to monitor and control costs throughout the project


Module 3: Managing the Processing Phase of Your E-discovery Project

As we start our processing phase, Module 3 shows you how to apply project management principles to the processing phase, whether you are doing the processing internally or outsourcing it. 

Additionally, this module provides tools to prepare you for the team status meeting that takes place during the processing project, follow-up planning questions, and issues to be aware of during the processing project to make sure you stay on time (and on budget!) to start the review phase.

Module 4: Managing the Review Phase of Your E-discovery Project

Module 4 takes you through the 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 module, you will be able to:

  • Identify methods to limit the scope of the document review
  • Determine the strategy/plan of the review project
  • Plan for the review workflow and how various elements can affect the review project
  • Set up quality control steps to prevent costly mistakes


Module 5: Managing the Production Phase of Your E-discovery Project

Module 5 provides you with the best practices to follow during the production phase of your e-discovery project. This includes the planning phase of production which begins at the beginning when you first receive the electronically stored information (ESI). Upon completion of this module, 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
  • Know the 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

More Than Just an Online Course

Your course access includes templates and forms to download (as Word and Excel files) and use on your cases right away. Some of those include:

  • 50+ Page template for a Standard Operating Procedures (SOP) Manual - your tool to plan and manage all of your future e-discovery projects, including Word and Excel files:

  • ESI Budget Calculator and other project estimating tools

  • Custodian Interview Questionnaires

  • Meet & Confer Checklist

  • Collection Plan Checklist

  • Processing Checklist

  • Production Quality Control Checklist

Be the Indispensable Litigation Paralegal

With the tools and skills to master your e-discovery projects

FAQ

  • Who is this course for?

    This course is for any legal professional who wants to improve their project management skills on e-discovery projects, such as litigation paralegals, attorneys, litigation support professionals, and legal assistants.

  • Is the course approved for CLE credits?

    The course is pending approval for 5.0 CLE credits. This also means that most states (like Florida, Texas, Ohio, and others) that accept reciprocal credit from NALA will also apply those credits to your state programs.

  • Is this the same as the ACEDS course?

    No. We do not focus on the technology side of e-discovery projects. Instead, we focus on how to incorporate project management principles into each phase of an e-discovery project. While we agree that ACEDS certification can benefit some people, we don't think that is always feasible or affordable for most legal professionals because it takes more than 40 hours of study time and costs thousands of dollars.

  • Is this a live course that meets online at a specific time?

    No. This is an on-demand course that you can take at your own pace and when it's convenient for you.

  • How will I get access to the course?

    After you create an account, you will be immediately directed to your course dashboard to start the course. You will also receive an email with your login credentials.

  • Will I receive a Certificate when I finish the course?

    Yes. Upon completion of the course, you will be able to download a Certificate of Completion.

  • How long will it take me to complete the course?

    It will take approximately 6 hours to complete the course. You do not have to finish the entire online course in one sitting. You have access for one year, so you can jump in to watch a short video lesson, download some checklists, and come back to the course when you have more time.

Meet the Instructor

Ann Pearson

Ann Pearson is the Founder and Director of Training for the Paralegal Boot Camp®. Ann develops training for paralegals, and with a unique hands-on practical approach to provide the paralegal skills that are missing from most paralegal certificate programs. Ms. Pearson has over 25 years in the legal industry, first as a litigation paralegal and later as a paralegal manager at McKenna, Long & Aldridge LLP. In her role as a paralegal manager, she managed the paralegals and case assistants in their Atlanta, New York, and San Diego offices. Ms. Pearson was able to significantly increase the profitability, skillset and retention rates (job satisfaction!) of the paralegal group through methods she now teaches in her Paralegal Boot Camp courses.

Ediscovery Boot Camp

Need more than one seat? Contact us for information on discounted group pricing for your entire team. We specialize in paralegal training solutions.