Civil Litigation & Trial Skills

4.55

From Chaos to Control: Effective Litigation Document Management

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 46 minutes
Angela Yess
John Malanga
Brian Barjenbruch
Gretchen Marty
With Angela N. Yess from Freeman Firm + 3 others
Recorded February 26, 2025.
Product ID 99744

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Course Includes
$319

OnDemand Video

Course Book Download

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

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Overview

Stop Worrying About Misplacing Critical Documents

Litigation is much easier when you don't have to think twice about finding important case documents. This focused, full-day program will reveal practical, creative, and cost-effective techniques to help you stay on top of even the most document-intensive cases. Get and stay organized - register today!

  • Review the most effective ways to organize a legal case file.
  • Simplify document management with Microsoft products.
  • Get tips for managing both incoming and outgoing discovery documents.
  • Organize medical and other records in a way that is most useful to you and your attorney.
  • Ensure your attorney can access exhibits and other documents at the drop of a hat at trial.

*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

  1. Case File Organization & Electronic Document Management
  2. Word, Excel, & Adobe
  3. Discovery Document Management: Incoming Discovery
  4. Discovery Document Management: Outgoing Discovery
  5. Managing Medical, Financial & Other Types of Records
  6. Organizing Documents for Trial: Notebooks, Exhibits, Exhibit & Witness Lists
  7. Paralegal Ethics: Following the Rules & Your Moral Compass

Related Topics

Product ID 99744

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Case File Organization & Electronic Document Management

    1. Organizing & Indexing Case File Documents
    2. Litigation Document Management Programs
    3. Handling Incoming Correspondence, Emails, etc.
    4. Working with Different File Formats
    5. Electronic Storage & Linking Solutions
    6. Retention & Destruction of Electronic Documents

  2. Word, Excel, & Adobe

    1. Useful MS Word Functions
    2. Excel Tips and Tricks
    3. PDFs: Bates Numbering, Redaction & Other Pointers

  3. Discovery Document Management: Incoming Discovery

    1. Discovery Requests
    2. Answers
    3. Documents Produced for You by Other Parties

  4. Discovery Document Management: Outgoing Discovery

    1. Legal Holds
    2. Discovery Requests & Answers
    3. Keeping Production Organized
    4. Logs
    5. Bates Labeling & Indexing
    6. Redaction
    7. Tips for Managing Large Productions / Multiple Parties

  5. Managing Medical, Financial & Other Types of Records

    1. Retrieving the Records
    2. Making Sure You Have a Complete Set
    3. How to Go About Record Organization
    4. Privacy Rules & Compliance Tips

  6. Organizing Documents for Trial: Notebooks, Exhibits, Exhibit & Witness Lists

    1. Trial Binders / Notebooks
    2. Organizing & Copying Exhibits
    3. Numbering Exhibits
    4. Electronic Exhibit Stickering
    5. Exhibit Lists
    6. Witness Lists
    7. Electronic Media, Audio, & Video for Court Presentation

  7. Paralegal Ethics: Following the Rules & Your Moral Compass

    1. Protecting Confidentiality & Privilege
    2. Ethical Issues With AI-Powered Document Management
    3. Avoiding Unauthorized Practice of Law
    4. Truthfulness
    5. Reporting Misconduct

Who Should Attend

This intermediate level course is designed to give attendees the skills and tools they need to effectively manage litigation documents. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Angela N Yess
Angela N.
Yess
Freeman Firm
John D Malanga
John D.
Malanga
Malanga Law Firm
Brian Barjenbruch
Brian
Barjenbruch
Bassin, Young & Barjenbruch, LLC
Gretchen N Marty
Gretchen N.
Marty
Littler Mendelson P.C.
Speaker bio
Angela N Yess

Angela N. Yess

Freeman Firm
Angela Yess

, ACP, has been assisting the attorneys of the Freeman Firm since October 2011. Currently her paralegal skills are focused mainly in the area of civil litigation. Ms. Yess earned her bachelor of the arts in English and paralegal certificate at Cal State, San Bernardino and her advanced certification from the National Association of Legal Assistants. She is a member of the Paralegal Section of the San Joaquin County Bar Association, Paralegal Association of Santa Clara County, California Alliance of Paralegal Associations and National Association of Legal Assistants.

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Speaker bio
John D Malanga

John D. Malanga

Malanga Law Firm
John Malanga

is an attorney in Fort Worth, Texas, where his main area of practice is insurance defense. He operates the Malanga Law Firm in Fort Worth. Mr. Malanga is board-certified in personal injury trial law by the Texas Board of Legal Specialization. He has spoken for various professional groups on issues relating to insurance law. Mr. Malanga is a member of the Tarrant County and the American bar associations, and the State Bar of Texas. He earned his B.S.B.A. degree, cum laude, from Georgetown University; and his M.B.A and J.D. degrees from the University of Texas at Austin.

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Speaker bio
Brian Barjenbruch

Brian Barjenbruch

Bassin, Young & Barjenbruch, LLC
Brian Barjenbruch

is a partner with Bassin Young & Barjenbruch LLC, where he focuses his practice in landlord and tenant litigation. He is licensed to practice law in Missouri and Kansas, and has represented clients at the trial court and appellate court levels, and in arbitrations before the National Association of Securities Dealers (predecessor to the Financial Industry Regulatory Authority) and the American Arbitration Association. Mr. Barjenbruch has litigated and resolved hundreds of cases, including claims for possession of real estate, wrongful termination, employment discrimination, employment contracts, fraud, breach of contract, personal injury, workers' compensation, and shareholder liability. He has won judgments for plaintiffs in trial court and defended those judgments to appellate courts. He has successfully appealed and defended appeals in Missouri state courts and before the Eighth Circuit Court of Appeals. Mr. Barjenbruch has been involved in drafting dozens of briefs to be presented in appellate courts in Missouri, Kansas, North Carolina, Florida and the District of Columbia. He was selected as Rising Star Super Lawyer for 2010 through 2014.

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Speaker bio
Gretchen N Marty

Gretchen N. Marty

Littler Mendelson P.C.
Gretchen Marty

provides focused guidance on information governance and electronic discovery matters to Littler Mendelson P.C.'s lawyers and their clients. She frequently conducts internal training for new lawyers on eDiscovery "best practices," and frequently speaks on eDiscovery and litigation technology issues. Ms. Marty earned her B.A. degree, cum laude, from Hofstra University, and her J.D. degree from Capital University Law School. During law school, she served as a judicial extern for the Hon. Anne Taylor of the Franklin County Municipal Court and went on to work for the Columbus City Attorney's Office in the Prosecution and Police Legal divisions. Ms. Marty was a member of the International Criminal Court Moot Court Team and served as an alumni relations coordinator on the moot court executive board. As an undergraduate, she interned for the Hon. Denny Chinn of the U.S. District Court, Southern District of New York. Ms. Marty is admitted to practice in Ohio, and is a member of the Ohio State Bar Association, Columbus Bar Association and American Bar Association.

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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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