Essential Steps for Successfully Organized Discovery Documents
Keeping track of documents throughout the discovery process can be a daunting task. Don't let this task overwhelm you! This course will offer valuable insight on ways to stay on top of drafting and reviewing documents, maintaining privilege logs and more. Don't miss this opportunity to enhance your organizational skills - register today!
Gain valuable insight for reviewing documents and monitoring for privilege.
Learn efficient ways to bates-stamp and index documents.
Explore the unique issues that arise with ESI production and learn effective solutions.
Discuss how to effectively handle documents from clients and opposing parties.
Who Should Attend
This intermediate level course will provide attendees with organizational strategies for discovery documents. Those who should attend include:
Legal Support Staff
Legal Hold Steps and Tips
Finding or Drafting the Documents for Request
Document Review Tips and Monitoring for Privilege
Maintaining the Privilege Log
Bates-Stamping, Redaction, Duplication and Indexing of Documents
Maintaining the Production Log
ESI Production: Special Problems and Solutions
Organizing Documents from Clients, Opposing Parties and Others
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program
This course will qualify for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE
This course will qualify for 1.0 hours of distance learning continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association. No more than 3.0 hours of distance learning CLE credit may be earned during a reporting period.
MT CLE Credit for Paralegals
Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics.
- 1.00Pending Credit Approval
This program has been submitted for credit with the NALA Certifying Board. Approval pending.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
OH Certified Paralegals
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM
- 1.00Pending Credit Approval
Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
This course has been submitted to the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Pending.
WA Paralegal Association
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
AR Arkansas Department of Higher Education
Licensed by the Arkansas Division of Higher Education.
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
PHYLLIS R. CALLOWAY, ACP, J.D., has been working in the legal field for more than 30 years. She is currently serving as legal administrator with City Attorney/Administrative Law Offices in Fort Myers, Florida, where she manages the city’s legal department. She previously worked as a regional office manager and as a senior trial certified paralegal in areas focused on product liability, construction defect, personal injury, and securities in addition with a national law firm. Ms. Calloway is the former president of the Southwest Florida Chapter of the Association of Legal Administrators and a member of the National Federation of Paralegal Associations. She has also worked as a clinical advisor through the Child Advocacy Clinic at Denver University School of Law. Ms. Calloway has worked on the Governor's Task Force involving Youth Against Gangs in Denver, Colorado, as well as a special advocate for children through the Rocky Mountain Children's Law Center. Ms. Calloway holds an advanced certification as paralegal and a juris doctorate degree, with distinction. Ms. Calloway is a frequent speaker for National Business Institute on various management, paralegal, and ethics courses.
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