Civil Litigation & Trial Skills

4.55

Litigation Document Management: Organizing and Indexing Discovery, Exhibits and More

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 53 minutes
Laura Danielson
Jena Emory
Winston West
Courtney Hays
With Laura A. Danielson from HaystackID, Inc. + 3 others
Recorded February 11, 2026.
Product ID 101539

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Stop Worrying About Misplacing Critical Documents

Litigation is much easier when you don't have to think twice about finding important case documents. This focused, full-day program will reveal practical, creative, and cost-effective techniques to help you stay on top of even the most document-intensive cases. Get and stay organized - register today!

  • Review the most effective ways to organize legal case files.
  • Simplify document management with SharePoint and other Microsoft tools.
  • Get tips for managing both incoming and outgoing discovery documents.
  • Organize medical and other records in a way that is most useful to you and your attorney.
  • Ensure your attorney can access exhibits and other documents at the drop of a hat at trial.

*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. Case File Organization & Electronic Document Management
  2. MS SharePoint, OneDrive, Word, & Adobe Pointers
  3. Discovery Document Management: Incoming Discovery
  4. Discovery Document Management: Outgoing Discovery
  5. Managing Medical, Financial & Other Types of Records
  6. Organizing Documents for Trial: Notebooks, Exhibits, Exhibit & Witness Lists
  7. Emails: Quick Tips for Taming Your Inbox
  8. Paralegal Ethics: Following the Rules & Your Moral Compass

Related Topics

Product ID 101539

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

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 2 Technology
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 2.0 hours of self-stdy technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 2.0 hours of self-stdy technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.0 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.0 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 6 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Case File Organization & Electronic Document Management

    1. Organizing & Indexing Case File Documents
    2. Litigation Document Management Programs
    3. Handling Incoming Correspondence, Emails, etc.
    4. Working with Different File Formats
    5. Electronic Storage & Linking Solutions
    6. Retention & Destruction of Electronic Documents

  2. MS SharePoint, OneDrive, Word, & Adobe Pointers

    1. Document Management With OneDrive or SharePoint
    2. Useful MS Word Functions
    3. Nifty PDF Pointers

  3. Discovery Document Management: Incoming Discovery

    1. Discovery Requests
    2. Answers
    3. Documents Produced by Other Parties

  4. Discovery Document Management: Outgoing Discovery

    1. Legal Holds
    2. Discovery Requests & Answers
    3. Keeping Production Organized
    4. Logs
    5. Bates Labeling & Indexing
    6. Redaction
    7. Tips for Managing Large Productions/Multiple Parties

  5. Managing Medical, Financial & Other Types of Records

    1. Retrieving the Records
    2. Making Sure You Have a Complete Set
    3. How to Go About Record Organization
    4. Privacy Rules & Compliance Tips

  6. Organizing Documents for Trial: Notebooks, Exhibits, Exhibit & Witness Lists

    1. Trial Binders / Notebooks
    2. Organizing & Copying Exhibits
    3. Numbering Exhibits
    4. Electronic Exhibit Stickering
    5. Exhibit Lists
    6. Witness Lists
    7. Electronic Media, Audio & Video for Court Presentation

  7. Emails: Quick Tips for Taming Your Inbox

  8. Paralegal Ethics: Following the Rules & Your Moral Compass

    1. Protecting Confidentiality & Privilege
    2. Ethical Issues With AI-Powered Document Management
    3. Avoiding Unauthorized Practice of Law
    4. Truthfulness
    5. Reporting Misconduct

Who Should Attend

This intermediate level course is designed to give attendees the skills and tools they need to effectively manage litigation documents. Those who should attend include:

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

Speakers

Laura A Danielson
Laura A.
Danielson
HaystackID, Inc.
Jena G Emory
Jena G.
Emory
Taft Stettinius & Hollister LLP
Winston West IV
Winston
West, IV
Jackson Lewis
Courtney D Hays
Courtney D.
Hays
Kiernan Trebach
Speaker bio
Laura A Danielson

Laura A. Danielson

HaystackID, Inc.
Laura Danielson

is currently the vice president of sales operations, revenue enablement, and HaystackID University at HaystackID, Inc. She has over three decades of experience and is an industry expert in the areas of complex litigation, specializing in consulting; best practices in litigation technology and support; ESI; data management; and trial advocacy for corporations and law firms. Ms. Danielson is a former litigation paralegal, project manager, published author, and frequent speaker/instructor. She has participated in over 100 trials in federal and state courts nationally, and has been on numerous winning trial teams, with her work focused on the areas of intellectual property, product liability, toxic tort, and complex litigation. In addition, Ms. Danielson has worked on mock trials, focus groups and arbitrations, and assisted counsel in preparation for mediations. She holds a bachelor's degree in political science and an associate degree in paralegal studies. Ms. Danielson holds the following certifications: Certified Records Manager (CRM), Project Management Professional (PMP) Six Sigma-Green Belt, and Six Sigma-White Belt. She is a member of the Project Management Institute (PMI), Association of Records Managers and Administrators (ARMA), Six Sigma, and Women in E-Discovery (WiE), where she is past board member of the national leadership team for WiE. Ms. Danielson was a 2024 Finalist for the Stellar Women Relativity Innovation Award and is a winner of the Monica Bay Legacy Award - Tech Law Awards 2026.

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Speaker bio
Jena G Emory

Jena G. Emory

Taft Stettinius & Hollister LLP
Jena Emory

is an associate in Taft Stettinius & Hollister LLP's Commercial, Class Action and Product Liability Litigation practices, with a specialization in insurance coverage. She brings extensive experience and a proven track record in handling complex legal matters, drafting legal documents, and representing clients in complex insurance coverage and general liability cases. Additionally, she has experience managing cases solo in both the Superior and Magistrate Courts and drafting motions including complex federal jurisdiction. Jena currently serves as the Programming Manager for the Young Lawyers Division and Co-Chair of the Young Advocates Committee for the Litigation Section of the American Bar Association. She is also the former Newsletter Co-Editor for the Young Lawyers Division of the State Bar of Georgia where she played a crucial role in distributing important legal updates and supporting the professional growth of fellow attorneys. Additionally, she is a 2020 graduate of the State Bar of Georgia’s YLD Leadership Academy. Jena received her J.D. from the University of Georgia School of Law and a bachelor’s degree from the University of South Carolina, magna cum laude.

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Speaker bio
Winston West IV

Winston West, IV

Jackson Lewis
Winston West

is an attorney at Jackson Lewis in Richmond, Virginia. He provides excellent service in employment, business, and data privacy matters. Mr. West is focused on providing insights to clients on the ever-shifting artificial intelligence regulatory and legal landscape while providing legal assistance to issues affecting clients now. He developed his skills as a litigator in the state and federal trial courts of Virginia - particularly the "Rocket Docket" in the Eastern District of Virginia. On his first day of licensure in Virginia, he defeated a motion to strike the evidence, leading to a jury deciding the case, advocated for a favorable set of jury instructions for his client, and gained a jury verdict equal to the statutory cap for such claims. Mr. West earned his B.S. degree from University of Richmond and his J.D. degree from Washington and Lee University School of Law.

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Speaker bio
Courtney D Hays

Courtney D. Hays

Kiernan Trebach
Courtney Hays

is of counsel at Kiernan Trebach, where she focuses on all aspects of civil litigation, mainly within the Connecticut state and federal courts. Prior to joining Kiernan Trebach, Ms. Hays worked as a prosecutor in Florida, where she conducted nearly 30 jury trials. She previously worked for civil litigation defense firms in New York and Connecticut, where she specialized in medical malpractice defense, general liability defense, municipal matters, professional liability claims and general litigation claims. Ms. Hays earned her B.A. degree from University of South Florida and her J.D. degree from University of Connecticut Law School. She is admitted to practice in Connecticut, New York, Massachusetts and Florida, as well as the United States District Court for the District of Connecticut, Southern District of New York,  Eastern District of New York, and the Mashantucket Pequot Tribal Court.

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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.

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