Civil Litigation & Trial Skills

Discovery Responses and Document Production: Paralegal Pitfalls

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
6 hours 15 minutes
Joan Mann Thomas
Kevin Knight
Gary De Pury
Gary Boyle
With Joan Mann Thomas from Law Offices of Joan Mann Thomas + 3 others
Recorded July 27, 2026.
Product ID 101694

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

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

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

  1. Blunders in Handling Incoming Requests and Calendaring Due Date
  2. Mistakes in Responses and Objections to Discovery Requests
  3. ESI Preservation and Collection Blunders
  4. Electronic Evidence Review and Production Dangers
  5. Document Review and Production Inefficiencies and Mistakes
  6. Metadata and Redaction Pitfalls
  7. Poor Discovery, Privilege, and Production Logs
  8. Misunderstanding Discovery Privileges & Mishandling Sensitive or Confidential Documents and Information
  9. Paralegal Ethics
Product ID 101694

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
  • 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, 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, 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 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 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. Blunders in Handling Incoming Requests and Calendaring Due Date

  2. Mistakes in Responses and Objections to Discovery Requests

  3. ESI Preservation and Collection Blunders

  4. Electronic Evidence Review and Production Dangers

  5. Document Review and Production Inefficiencies and Mistakes

  6. Metadata and Redaction Pitfalls

  7. Poor Discovery, Privilege, and Production Logs

  8. Misunderstanding Discovery Privileges & Mishandling Sensitive or Confidential Documents and Information

  9. Paralegal Ethics

    1. Avoiding the Unauthorized Practice of Law
    2. Confidentiality and Privilege
    3. Inadvertent Disclosures: Sender vs. Receiver
    4. Ethical Issues in E-Discovery
    5. 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

Joan Mann Thomas
Joan
Mann Thomas
Law Offices of Joan Mann Thomas
Kevin T Knight
Kevin T.
Knight
DSK Law
Gary C De Pury
Gary C.
De Pury
Law Offices of Gary De Pury, P.A.
Gary W Boyle
Gary W.
Boyle
Boyle Law Office
Speaker bio
Joan Mann Thomas

Joan Mann Thomas

Law Offices of Joan Mann Thomas
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

Kevin T. Knight

DSK Law
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
Gary C De Pury

Gary C. De Pury

Law Offices of Gary De Pury, P.A.
Gary 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.

Speaker bio
Gary W Boyle

Gary W. Boyle

Boyle Law Office
Gary Boyle

is the founder of Boyle Law Office in Santa Fe, where his practice is focused in corporate law, family law and litigation. He currently serves as the virtual general counsel for ADL High Voltage, Inc. (Texas), EnergyComNetwork, Inc. d/b/a PayGo Utilities (Georgia), and Flask, Inc. (New Mexico). Mr. Boyle maintains an active litigation practice in New Mexico emphasizing family law. He is licensed to practice in the state courts of New Mexico, Texas and Oklahoma, and in various federal courts including the U.S. Supreme Court. Mr. Boyle earned his J.D. degree, with honors, from the University of Tulsa College of Law. 

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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.

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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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