ESI Tracking One-Day Training

Virtual - $4,500 (5-10 attendees); $7,250 (10-20 attendees)

In-Person: $7,500 (10-30 attendees), $10,250 (10-20 attendees)

Small scale eDiscovery for solo, small, and plaintiffs' firms. Create ongoing standard procedures and increase your team's knowledge so they are operating with consistent and informed ESI protocols. The course will include the following:

  • Understanding the Life Cycle of a Document

  • It’s not a “document” anymore, it’s an ESI Item

  • Understanding the various formats of ESI Items

  • Understanding using bates labeling and unique numerical identifiers

  • Understanding dating ESI Items

  • Understanding the importance of tracking provenance, date of production, date of receipt, and distribution of documents

  • Identifying attorney-client and work product documents

  • Learning to redact documents in .pdf editing software

  • Creating an ESI Document Tracking sheet that captures all relevant information for any document at the firm

  • Using the ESI Tracking Sheet as a production log

  • Using the ESI Tracking Sheet as an exhibit list

  • Using the ESI Tracking Sheet in disclosures

  • Using the ESI Tracking Sheet in depositions

  • Using the ESI Tracking Sheet as a chronology

  • Using the ESI Tracking Sheet as a proof chart