Discovery Management for Paralegals: Logs, Templates, Checklists, and More
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 |
Wed, Feb 24, 00:00 AM – 00:00 PM
Wed, Feb 24, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Save Time, Stay Organized, and Handle Discovery Like a Pro
Discovery can be overwhelming - mountains of documents, tight deadlines, and uncooperative individuals. This program is designed to help you keep it all together with nifty checklists, workflow tips, and technology that save time, boost organization, and reduce stress. Gain confidence in managing even the most demanding discovery projects - register today!
- Avoid oversights and last-minute scrambles with easy-to-use checklists.
- Track every detail effortlessly using discovery logs.
- Save time by adapting ready-made discovery templates for your own use.
- Learn best practices for handling uncooperative clients, witnesses, records custodians, and opposing counsel.
- Use AI to lighten your workload while maintaining control and quality.
*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
- Discovery Checklists and Workflow Management
- Discovery Calendars and Logs (With Templates)
- Discovery Documents: Drafting Tips and Templates
- The Keys to Effective Witness and Deposition Management
- Dealing With Uncooperative Clients, Opposing Counsel, Records Custodians, and Witnesses
- Effectively Using Legal AI
- Organizing and Storing Discovery: Paralegal Best Practices
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 |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
Live - 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
Live - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 0.0 hour of ethics, 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
Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Pending · 6 Total Credits
Live - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal CLE credit, including 0.0 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 Pending · 6 Total Credits
Live - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general and 0.0 ethics (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
Live - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 6 Total Credits
Live - Washington Paralegal Association - 6: Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
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
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 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 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 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 0.0 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
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 0.0 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 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Pending · 6 Total Credits
OnDemand - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Video Download - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 0.0 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 0.0 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 Pending · 6 Total Credits
OnDemand - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 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 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 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 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
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 0.0 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 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 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 0.0 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
-
Discovery Checklists and Workflow Management
- Pre-Discovery Checklist
- Discovery Checklist (Request and Response Tracking, Objections)
- Post-Discovery Checklist
-
Discovery Calendars and Logs (With Templates)
- Setting Up a Discovery Calendar and Tracking Deadlines
- Tips for Using Excel to Track and Organize Data
- Incoming Discovery Log and Response Tracker
- ESI Tracking Log
- Outgoing Discovery, Document Production, and Privilege Logs
-
Discovery Documents: Drafting Tips and Templates
- Preservation Letters
- Interrogatories, Requests for Production (RFPs), and Requests for Admissions (RFAs)
- Deposition Notices
- Subpoenas
- Meet and Confer Letters / Rule 26(f) Reports
- Discovery Motions
-
The Keys to Effective Witness and Deposition Management
-
Dealing With Uncooperative Clients, Opposing Counsel, Records Custodians, and Witnesses
-
Effectively Using Legal AI
- Dos and Don'ts
- Automated Document Tagging, Coding, and Organization
- Effective AI-Assisted Review
- Extracting Data and Generating Summaries With AI
-
Organizing and Storing Discovery: Paralegal Best Practices
Who Should Attend
This intermediate level course is designed to give attendees nifty skills and tools to effectively manage discovery documents. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Louis R. Cohan
founded Cohan Law Group, L.L.C., and has been a trial lawyer for more than 30 years. He has been recognized for his trial experience by admission into the American Board of Trial Advocates. Mr. Cohan has litigated more than $900 million in claims for his clients and recently secured a Verdict in excess of $66 million in a fraud case. He has done work in breach of contract, fraud, injunctive relief, punitive damages, employment, trade secrets, real estate, construction and construction defects, and civil rights litigation. Mr. Cohan's practice is concentrated on business litigation and employment litigation, as well as civil litigation. He earned his B.S. degree from the University of Georgia and his J.D. degree from Emory School of Law. Mr. Cohan has served as chair of the Litigation Section, the largest section of the Atlanta Bar Association. He has also chaired the Small Firm Section of the Atlanta Bar Association. Mr. Cohan has served on the Board of Directors for the Atlanta Bar Association; and has chaired the Atlanta Bar Foundation, the charitable arm of the Atlanta Bar Association. He has received awards and recognition for his community and legal work. These awards include Super Lawyer, Legal Elite, Martindale-Hubbell's preeminent AV rating, American Board of Trial Advocates, America's Top 100 Attorneys, and the Celebrating Service Award. For many years, Mr. Cohan has chaired the Legal Run Around 5k road race, raising money for the children of injured and fallen Atlanta Police Department officers.
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
David A. Lowe
is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, contracts, corporate matters, employment law, personal injury, and successions. He is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. Mr. Lowe has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court as well as before the Louisiana Supreme Court. He is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. Mr. Lowe earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.
Speaker bio
Stephen T. Kopko
, Esq. is an attorney of the Anzalone & Doyle in Wilkes-Barre, Pennsylvania where he focuses on plaintiff's personal injury, including injuries resulting from motor-vehicle accidents, slip/trip and fall events, medical malpractice, and nursing home negligence. He is a member of the Pennsylvania Bar Association, Pennsylvania Association of Justice, Northeastern Pennsylvania Trial Lawyers Association, Lackawanna County Bar Association, and Wilkes-Barre Law and Library Association. Mr. Kopko is a 2008 magna cum laude graduate of King's College with a degree in political science, where he received the John F. Kennedy award for having the highest GPA in political science. He then received his J.D. degree from the Syracuse University College of Law. After graduating from law school, Mr. Kopko worked as a volunteer public defender in Lackawanna County and then at a local law firm. Mr. Kopko has represented insurance companies at each stage of litigation, including at trial and at the Pennsylvania Superior Court. In 2023, he decided to change his career path and use his skills and knowledge to benefit victims in personal injury matters. In 2019, he was named to the Top 20 under 40 by the Northeast Business Journal. This honor recognized Mr. Kopko as one of the top professionals in all of Northeastern Pennsylvania. He was one of only two attorneys honored that year. In addition to being a litigator, Mr. Kopko has also published articles analyzing civil litigation issues. These articles have appeared in the Pennsylvania Law Weekly and the Pennsylvania Lawyer magazine. He resides in Clarks Summit, Pennsylvania with wife, Julia and two daughters, Imogene and Ruby. Mr. Kopko is active in his community serving as a co-chairperson of the Our Lady of the Snows Country Bazaar. He is also a lector for Our Lady of the Snows. Mr. Kopko also volunteers his time as a pro-bono solicitor for the Abington Area Joint Recreation Board.
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