Discovery Responses and Document Production: Paralegal Pitfalls
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 |
Mon, Jul 27, 00:00 AM – 00:00 PM
Mon, Jul 27, 00:00 AM – 00:00 PM
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?
Get the OnDemand instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
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
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.
Speaker bio
Gary W. 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.
Top FAQs
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