Civil Litigation & Trial Skills

4.5

Metadata for Paralegals: How to Find, Preserve, Produce, and Scrub it

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
3 hours
S. Leigh King
T. Kevin Knight
Julie Globus
With S. Leigh King from S. Leigh King, J.D., LL.M. + 2 others
Recorded August 26, 2025
Product ID 100681

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Course Includes
$219

OnDemand Video

Video Download

Course Book Download

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


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$69/month

Overview

Send Only What You Intend

Whether you're involved in document review, e-discovery, or simply need to ensure secure handling of legal files, knowing how to properly handle metadata is an absolute must. This comprehensive program will dive into everything you need to know about metadata - from the basics of what it is and where to find it, to the best practices for preserving, redacting, and managing metadata in documents. Get essential know-how and incorporate best practices to avoid accidental disclosure and other pitfalls - register today!

*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. Where to Find Metadata and How to Use it
  2. Metadata Guide for Paralegals
  3. How to Remove or Redact Metadata
  4. Demonstrations of Metadata Management Tools
Product ID 100681

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Where to Find Metadata and How to Use it

    1. What Metadata is and What it Can Show You
    2. Types and Categories of Metadata
    3. Where and How to Find Metadata in Word Documents, Excel Spreadsheets, PDFs, Emails, and Other File Types
    4. How to Use Metadata to Establish Document History
  2. Metadata Guide for Paralegals

    1. Where to Find Metadata on Electronic Documents, Websites, Media, Applications, and More
    2. Drafting Requests for Production of Metadata
    3. How to Preserve and Collect Metadata
    4. Editing or Removing Metadata
    5. Producing Relevant Metadata: Practical Guidance
    6. Dealing With Inadvertent Disclosure of Metadata: Sender vs. Recipient Perspectives
    7. How to Remove or Redact Metadata
  3. How to Remove or Redact Metadata

    1. Identifying Metadata That Should be Redacted
    2. Process and Tools for Metadata Redaction
    3. Techniques to Prevent Metadata From Being Recovered
    4. Dealing With Accidental Disclosure of Privileged/Confidential Data Through Metadata
  4. Demonstrations of Metadata Management Tools

Who Should Attend

This intermediate level course will teach attendees best practices for handling metadata. Those who should attend include:

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

Speakers

S. Leigh King
S. Leigh
King
S. Leigh King, J.D., LL.M.
T. Kevin Knight
T. Kevin
Knight
DSK Law
Julie D Globus
Julie
Globus
Sabharwal Globus & Lim LLP
Speaker bio
S. Leigh King

S. Leigh King

S. Leigh King, J.D., LL.M.
S. Leigh King

, J.D., LL.M. earned her J.D. degree in May 2002 from Texas Wesleyan University School of Law (now Texas A&M University School of Law), where she was a senior editor on the Law Review. During that tenure, Ms. King was a judicial intern at both the federal and state appellate courts in Fort Worth, Texas. She earned her LL.M. degree in intellectual property law from Southern Methodist University in May 2009. Currently, Ms. King practices civil trial law including breach of contract cases, consumer rights, deceptive trade practices, consumer law, family law, and estate planning, She is a former auxiallary professor at Lyon College, a former professor at Emory & Henry College, and a former professor at Concordia University of Texas. Ms. King is the author of three law review articles. Her first law review article titled "While You Were Sleeping," 11 SMU Sci. & Tech. L. Rev. 291 (2008), has been incorporated in its entirety in the casebook "Cyber Crime and Digital Evidence Materials and Cases" by Prof. Thomas K. Clancy at the National Center for Justice and the Rule of Law located at the University of Mississippi School of Law. Ms. King is the author of "Abandonment: How the Texas Legislature and Family Court System Fail to Meet the Needs of Texas Children," 51 S. Tex. L. Rev. 75 (2009); and "Failure to Launch: How the Delinquent Politics and Policies of the Texas Legislature Have Failed to Remedy Texas' Antiquated Judicial System and How Voters Have Accepted the Status Quo for Far Too Long," 16 Tex. Wesleyan L. Rev. 369 (2010). Prior to entering law school, she was the senior paralegal for a boutique law firm in Fort Worth, Texas. Currently, Ms. King practices law in central Texas and is an active mentor for Southern Methodist University law students.

Speaker bio
T. Kevin Knight

T. Kevin Knight

DSK Law
T. Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

Speaker bio
Julie D Globus

Julie Globus

Sabharwal Globus & Lim LLP
Julie Globus

is a partner with the law firm of Sabharwal Globus & Lim LLP in West Nyack, New York. She represents banks and hedge funds in the purchase and sale of debt in distressed companies, international and domestic mergers and acquisitions, leveraged acquisitions, and corporate finance. With data privacy and issues of cybersecurity at the forefront of current legal issues, Ms. Globus also assists her clients with building an architectural framework for compliance with state and federal securities, finance, data privacy laws, and with establishing strong internal controls. She also engages in the area of education law, helping students and parents obtain a fair and appropriate public education for their children, as well as resolving education related disciplinary matters. Ms. Globus is an associate member of the Association of Certified Fraud Examiners and is corporate counsel for an international cryptocurrency related company, giving her the opportunity to consult with legal teams in both the U.S. and abroad, each with varying expertise and each trying to wade through the confusion related to cryptocurrency. She earned her B.A. degree from Skidmore College, her M.A. degree from the Hebrew University of Jerusalem on Mt. Scopus and her J.D. degree from Rutgers State University of New Jersey, Newark Campus. Ms. Globus's passion is endurance cycling, and she is an avid middle-distance triathlete.

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