Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
Don't Let Little Oversights Create Big Problems for You and Your Attorney
Inadequate responses, overlooked opportunities for objections, redaction oversights, the production of unintentionally altered metadata - when it comes to responding to discovery requests, there are many wrong ways to do things. This program rounds up all the discovery "don'ts" and pitfalls that could you put you and your attorney in the hot seat. Build your awareness and don't make these common mistakes - register today!
- Get tips for ensuring that incoming requests don't fall through the cracks.
- Learn common mistakes paralegals, clients, and attorneys make when responding to written discovery.
- Receive insights for working with difficult clients on responses.
- Clear up misunderstandings about attorney-client privilege and the work product doctrine.
- Avoid the many pitfalls when preserving, collecting, reviewing, and producing electronically-stored information.
Abbreviated Agenda
- Blunders in Handling Incoming Requests and Calendaring Due Date
- Mistakes in Responses and Objections to Discovery Requests
- Challenges and Mistakes in Working With Clients on Responses
- Document Review and Production Inefficiencies and Mistakes
- ESI Preservation and Collection Blunders
- Electronic Evidence Review and Production Dangers
- Metadata and Redaction Pitfalls
- Poor Discovery, Privilege, and Production Logs
- Misunderstanding Discovery Privileges & Mishandling Sensitive or Confidential Documents and Information
- Paralegal Ethics
Can't Attend Live?
Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Blunders in Handling Incoming Requests and Calendaring Due Date
-
Mistakes in Responses and Objections to Discovery Requests
-
Challenges and Mistakes in Working With Clients on Responses
-
Document Review and Production Inefficiencies and Mistakes
-
ESI Preservation and Collection Blunders
-
Electronic Evidence Review and Production Dangers
-
Metadata and Redaction Pitfalls
-
Poor Discovery, Privilege, and Production Logs
-
Misunderstanding Discovery Privileges & Mishandling Sensitive or Confidential Documents and Information
-
Paralegal Ethics
- Avoiding the Unauthorized Practice of Law
- Confidentiality and Privilege
- Inadvertent Disclosures: Sender vs. Receiver
- Ethical Issues in E-Discovery
- Handling Uncooperative or Untruthful Clients
Who Should Attend
This intermediate level course is designed to give attendees the knowledge and skills they need to avoid mistakes when responding to discovery requests. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Joan Mann Thomas
is a principal at the Law Offices of Joan Mann Thomas, where she practices in the areas of family law, divorce, separation agreements, child custody, visitation rights, child support, spousal support, premarital agreements, and distribution agreements. She also practices real estate litigation and a discovery facilitator for Marin County. Ms. Mann Thomas is a frequent lecturer on her areas of practice. She earned her B.A. degree from Mills College and her J.D. degree from Hastings College of Law, University of California. Ms. Mann Thomas is a member of the Bar Association of San Francisco, the Marin County Bar Association, the State Bar of California, and the American Bar Association. She is a state bar arbitrator and a discovery facilitator for the Marin County Superior Court.
Speaker bio
Kevin T. 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
Susi Boss
has been a senior paralegal with Higdon, Hardy & Zuflacht, L.L.P. for 22 years. She is the past president of the paralegal division of the State Bar of Texas and a member of the State Bar of Texas Family's Law Section, The College of the State Bar of Texas, San Antonio Bar Association, National Association of Legal Assistants, and San Antonio Paralegal Association. Ms. Boss earned her associates degree from the College of Paralegal Studies.
Speaker bio
T. Brooke Howard, II
is an attorney at the Law Offices of Howard & Howard. A lifelong resident of Fauquier County, Virginia, Mr. Howard (aka BITsquire) left the area to pursue his undergraduate degree at Randolph-Macon College in Ashland, Virginia. He graduated in 2008 with a major in sociology and a minor in English. Following graduation, Mr. Howard interned with the Honorable Terrence R. Ney of the Fairfax County Circuit Court. Later that year, he began a clerkship with Prince William County Commonwealth's Attorney's Office, working under the mentorship of legendary Commonwealth's Attorney Paul B. Ebert. From 2008 through 2011, Mr. Howard continued working with the office during his summer breaks from law school. He earned his J.D. degree from the Appalachian School of Law in 2012 and was admitted to practice in both Virginia and Washington, D.C. Since 2013, Mr. Howard has obtained hundreds of favorable results for clients in both criminal and civil matters. He has served as lead counsel in a wide range of criminal cases across Virginia, from high-profile first-degree murder, malicious wounding, and sexual assault trials to complex white-collar fraud matters and more routine charges such as DUI and assault. Mr. Howard's appellate work includes two published Virginia Supreme Court decisions involving constitutional double jeopardy and issues related to guilty plea acceptance and logistics. He was named a Thomson Reuters Super Lawyers Rising Star every year from 2018 through 2024. Since 2018, Mr. Howard has gradually shifted his practice to an even split between criminal litigation and domestic/civil litigation. His family law work has also earned him the Thomson Reuters/LawInfo.com Lead Counsel Designation in the area of domestic relations and divorce since 2023. Mr. Howard is peer-rated 4.3 out of 5 by Martindale-Hubbell.
Speaker bio
Gary C. De Pury
is a solo practitioner at Law Offices of Gary De Pury, P.A. He focuses his practice on real estate law. After a lengthy military career as a US Army counterintelligence agent, Mr. De Pury earned his J.D. degree from Ave Maria School of Law. He is admitted to practice law in Florida.
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
