Now Available On-Demand – E-Discovery Project Management Training

Did you miss the live online class we offered a couple of months ago? No worries, it’s now available on-demand.

E-Discovery Project Management On-Demand Training – Litigation Paralegal Bootcamp


•Project Management Methodologies: Which will work for your next e-discovery project?

•Role of a Project Manager

•What does it take to transition from senior paralegal to e-discovery project manager?

•What Should Be in Your Standard Operating Procedure (SOP)

•Outline of Best Practices for Each Phase of Your SOP

•EDPM Responsibility Matrix, Planning Resources and Budgeting


This course is only 90 minutes and can be completed on your lunch hour.


How to Manage an ESI Review Team

The following links point to a series of posts from the E-Discovery Daily Blog. The focus of the content walks you step by step in best practices for managing an e-discovery document review team.

1.       Introduction

2.       Clearly Define Objectives

3.       Get a Handle on the Document Collection

4.       First Steps in Drafting Criteria

5.       Drafting Responsive Criteria – a Step-by-Step Guide

6.       Drafting Privileged Criteria

7.       Applying Topic Codes in the Document Review

8.       Identify a Project Manager

9.       Prepare a Review Plan

10.   Assembling the Project Team

11.   Training a Review Team

12.   Starting the Project

13.   Keeping Decisions in the Hands of the Attorneys

14.   Ensuring High-Quality, Consistent Work

15.   Keep the Staff Motivated

16.   Use the Team’s Knowledge

Strategic Legal Technology :: Legal Project Management (LPM) Overview [Live Blog Post]

Need to distinguish between process improvement and LPM. Ideally, firms would improve processes before focusing on project management. But in reality, many firms have gotten on the LPM bandwagon first. Hypothesis is that LPM is less culturally challenging than is process improvement. But LPM does not in and of itself lead to efficient execution of matters – to achieve this require legal process improvement.

via Strategic Legal Technology :: Legal Project Management (LPM) Overview [Live Blog Post].


EDRM Jobs Guide « The Electronic Discovery Reference Model

EDRM Jobs Guide « The Electronic Discovery Reference Model.

This guide provides a reference for developing a litigation support / e-discovery project team. You may wish to share this guide with your hiring managers and human resources team who are assisting you with the hiring process for qualified litigation support professionals and e-discovery project managers. If you are a litigation support manager, this guide will provide you with tools and resources for expanding your team and/or retaining your top talent.

Succesful Role Definition in EDPM « Electronic Discovery Project Management

Succesful Role Definition in EDPM « Electronic Discovery Project Management.

When managing your e-discovery projects, it is important that everyone on your team understands their role in order to ensure success.

Key points include:

  • identifying what roles & responsibilities are needed for your project
  • understanding that everyone on your team may not be employed by the same organization
  • understanding the importance of communicating strengths as well as weakness in order make sure you have the best fit