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Litigation Document Management: Organizing and Indexing Discovery, Exhibits and More

Date and Time

Wednesday, February 11, 2026, 10:00 AM until 5:00 PM

Location

Institute for Paralegal Education Webcast
https://ipe-sems.com/products/101539

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

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 legal case files.
  • Simplify document management with SharePoint and other Microsoft tools.
  • 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. MS SharePoint, OneDrive, Word, & Adobe Pointers
  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. Emails: Quick Tips for Taming Your Inbox
  8. Paralegal Ethics: Following the Rules & Your Moral Compass

Registration Fee $ 319.00

Register Now

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