Civil Litigation & Trial Skills

Live Online

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
Live Online
6 hours
Joan Mann Thomas
Kevin Knight
Susi Boss
T. Brooke Howard
Gary De Pury
With Joan Mann Thomas from Law Offices of Joan Mann Thomas + 4 others

Mon, Jul 27, 00:00 AM – 00:00 PM

Product ID 101694

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Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

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


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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. Challenges and Mistakes in Working With Clients on Responses
  4. Document Review and Production Inefficiencies and Mistakes
  5. ESI Preservation and Collection Blunders
  6. Electronic Evidence Review and Production Dangers
  7. Metadata and Redaction Pitfalls
  8. Poor Discovery, Privilege, and Production Logs
  9. Misunderstanding Discovery Privileges & Mishandling Sensitive or Confidential Documents and Information
  10. Paralegal Ethics

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Pre-Order the OnDemand

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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
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. Challenges and Mistakes in Working With Clients on Responses

  4. Document Review and Production Inefficiencies and Mistakes

  5. ESI Preservation and Collection Blunders

  6. Electronic Evidence Review and Production Dangers

  7. Metadata and Redaction Pitfalls

  8. Poor Discovery, Privilege, and Production Logs

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

  10. 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
Susi Boss
Susi
Boss
Higdon, Hardy & Zuflacht, L.L.P.
T. Brooke Howard II
T. Brooke
Howard, II
Law Offices of Howard & Howard
Gary C De Pury
Gary C.
De Pury
Law Offices of Gary De Pury, P.A.
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
Susi Boss

Susi Boss

Higdon, Hardy & Zuflacht, L.L.P.
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

T. Brooke Howard, II

Law Offices of Howard & Howard
T. Brooke Howard

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

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.

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.

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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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