Civil Litigation & Trial Skills

4.7

Document Production 2.0: A Paralegal’s Guide to Fast and Flawless Discovery Responses

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 58 minutes
Steven Fried
David Lowe
Kristofer Clark
With Steven Fried from OliverClarity Inc. + 2 others
Recorded July 23, 2025
Product ID 100594

Buy This Course

Course Includes
$319

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Tools and Strategies to Streamline the Discovery Process

Do you find document review and production to be a chore? Let us make it easier for you! This program is packed full of helpful tips, tricks, and tools for more precise and efficient document production. Don't miss this opportunity to streamline your workflows and discover creative solutions to the challenges you've been facing. Transform your document management processes - register today!

  • Use tech tools to streamline responses and automate deadlines tracking.
  • Uncover solutions for seamless document retrieval and management.
  • Learn how to use AI to review and process documents more quickly.
  • Determine how to preserve document integrity and keep the metadata intact.
  • Review methods and best practices for converting documents without losing the desired formatting.
  • Prevent sensitive or confidential information from slipping past your safeguards.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Precision Analysis of Discovery Requests and Best Practices for Responses
  2. Document Collection and Management Made Quicker and Easier
  3. Perfecting Document Formatting and Assembly
  4. Protecting Confidential Information: Redaction Tools and Best Practices
  5. BONUS Session: Top Mistakes to Avoid in Document Production
  6. Expediting Document Review and Categorization
  7. Streamlining ESI and Metadata Handling

Related Topics

Product ID 100594

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Precision Analysis of Discovery Requests and Best Practices for Responses

    1. Efficiently Organizing Incoming Discovery Requests
    2. Review and Response Best Practices: Interrogatories, Requests for Production, Requests for Admission, Subpoenas
    3. Using AI to Assist With Responses, Objections, and Motions
    4. Automating Deadlines Tracking and Reminders

  2. Document Collection and Management Made Quicker and Easier

    1. Quickly Locating and Retrieving Relevant Documents
    2. Document Indexing and Tagging Systems to Streamline Retrieval
    3. Techniques and Tools for Organizing Documents
    4. Automated Document Tracking and Management

  3. Perfecting Document Formatting and Assembly

    1. Complying With Formatting Guidelines
    2. Version Control
    3. Converting Documents to Different File Formats While Preserving Formatting, Hyperlinks, etc.
    4. Document Assembly: Organization Insights

  4. Protecting Confidential Information: Redaction Tools and Best Practices

    1. Ensuring Proper Redaction of Privileged or Sensitive Information
    2. AI-Powered Redaction Tools
    3. Dealing With Inadvertent Disclosures
    4. Data Privacy and Security
    5. Document Retention Policies

  5. BONUS Session: Top Mistakes to Avoid in Document Production

  6. Expediting Document Review and Categorization

    1. Strategic Prioritization
    2. Software Tools for Automated Document Review and Production
    3. Demonstration of AI-Driven Tools for Automated Document Review
    4. Parallel Processing Techniques

  7. Streamlining ESI and Metadata Handling

    1. Preservation and Collection
    2. Keyword Searching, Concept Clustering, and Predictive Coding
    3. Producing Documents With the Metadata Intact
    4. Scrubbing the Metadata

Who Should Attend

This intermediate level course is designed to elevate attendees' document production expertise. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Steven Fried
Steven
Fried
OliverClarity Inc.
David A Lowe
David
Lowe
Keegan, Juban, Lowe & Robichaux, LLC
Kristofer Clark
Kristofer
Clark
de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP
Speaker bio
Steven Fried

Steven Fried

OliverClarity Inc.
Steven Fried

is based in New York City. A graduate of Tufts University and the University of Tennessee College of Law, he has been practicing since 1996, consulting with and representing entrepreneurs and businesses. Mr. Fried's writings have been featured in various law reviews and other publications. He lectures extensively on legal and ethical issues facing attorneys and the public. In 2017, Mr. Fried founded OliverClarity Inc. and began developing OlyverApp, an online business management platform that helps entrepreneurs build compliant ventures and raise money. He is also a hockey player whose talents remain largely underappreciated.

View full profile
Speaker bio
David A Lowe

David Lowe

Keegan, Juban, Lowe & Robichaux, LLC
David Lowe

is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, corporate matters, employment law, personal injury, and successions. Mr. Lowe is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. He has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court. Mr. Lowe is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. He earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.

View full profile
Speaker bio
Kristofer Clark

Kristofer Clark

de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP
Kristofer Clark

is an attorney with de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP. His practice is centered around representing defendants in personal injury cases. Mr. Clark earned his B.S. degree from University of Central Florida and his J.D. degree from Stetson University College of Law. He is a member of The Florida Bar and Orange County Bar Association. Mr. Clark is admitted to practice in all Florida State courts.

View full profile

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us