Document Management in the Trenches: How Paralegals Can Get (and Stay) Organized Training Class

Course ID: 21107

Document Management in the Trenches: How Paralegals Can Get (and Stay) Organized Training Seminar

How much more effective would your document management system be if everyone was on the same page?

Whether the information you are gathering is paper or electronic, it can easily become overwhelming. Nothing can be more heart-stopping than receiving boxes of documents or thousands of e-mails. While you know that good document management planning and strategy saves headaches later, it can be a challenge to get all of your attorneys and paralegals using one system. Let our experienced faculty help you increase your efficiency and save time and money by giving you tried and true tips for managing documents and files.

Come away with practical solutions for:

Uncovering what is, and isn't, working with your current document management procedures.
Creating buy-in for a universal document management system.
Managing costs and allocating resources in an efficient manner.
Organizing and tracking documents from both your client and opposing parties.
Comparing and selecting specialized technology vendors.
Improving the ease of document retrieval throughout the trial process.
Evaluating and updating your system as technology evolves.


	Agenda
	CASE DOCUMENT MANAGEMENT 9:00 - 10:45, David Criss. What is Working and Not Working in Your Office? Collection, Maintenance and Categorization of Documents Building a Universal System That Works for Every Case Training the Staff on Ongoing Document and File Maintenance Cost Management and Resource Allocation Creating Buy-In: Getting All Attorneys and Paralegals on the Same System ORGANIZING DISCOVERY DOCUMENTS 11:00 - 12:30, William Kenneth C. Dippel. The "Legal Hold" - The Notification Process for Individuals With Potentially Discoverable Documents Responding to Document Production Requests Document Review and Analysis for Privilege or Relevance Organizing and Tracking Documents From Clients Collecting and Managing Documents From Opposing Parties Special Considerations When Managing Electronic Documents Building Access Efficiency Into the Discovery Management System Conducting Ongoing Analysis to Keep Your System Effective MANUAL VS. AUTOMATED RETRIEVAL SYSTEMS 1:30 - 2:30, Anna D. Collins. Scheduling and Calendaring Document Coding and Numbering Indexing and Summarizing Voluminous Documents Preparation and Assembly of Trial Notebooks LEVERAGING TECHNOLOGY TO MANAGE DOCUMENTS 2:45 - 4:30, J. Greg Marks. Comparison and Evaluation of Automated Litigation Support Systems "Selling" the Client on the Value of Using an Automated System Establishing Document Databases Scanning Documents Into Readable, Searchable and Printable Formats Hyperlinking Documents to Other References Creating Document Inventory for Ease of Location and Retrieval How Technology Can Enhance Evidence and Exhibit Presentation Tips for Vendor Selection and Negotiation Evaluating and Updating Your System as Technology Evolves

Audience

This intermediate level seminar will provide attendees with practical strategies for effective document handling. Those who should attend include: