An Estrin Education, Inc. Company
Redefining Continuing Legal Education

eDiscovery Project Management
Certificate Course
Online, OnDemand, 24/7



8 sessions 

Take the recorded version and study at your own pace. OnLine, 24/7 OnDemand
Given by well-known legal icons and subject matter experts on eDiscovery.

Earn a Certificate in eDiscovery Project Management

PKI partners with the Organization of Legal Professionals (OLP)  a California MCLE Multiple Activity 
Provider to bring you a certificate program with meaningful and lasting performance results.

This is your path to a successful career in eDiscovery.

For a decade now, eDiscovery has been a crucial area of the American legal system. It’s a complex discipline. Very few have truly mastered it. Even fewer know where to begin.

You begin right here.

PKI has partnered with OLP and developed an intensive graduate level program designed to educate you and  your team in eDiscovery
and put you on a path to become a skilled practitioner in this high demand specialty. The course is the ideal way to  prepare for the
CeDP (Certified eDiscovery Professional) exam and become certified in eDiscovery.

Our program produces eDiscovery professionals.

PKI/OLP's comprehensive program was developed by a team of top attorneys and industry professionals, some of whom also deliver
your complete program.

Every course focuses on the practical issues that matter most in the practice of law today. The entire course is delivered live online.
You’ll master all the key principles of eDiscovery.

The eDiscovery Project Management Certificate Program covers:

• The role of eDiscovery in today’s legal system
• The eDiscovery process, fundamental legal principles and the "EDRM (" process
• Principles of eDiscovery legal ethics and best practices
• How legal professionals access, locate, and manage eDiscovery cases with traditional and electronic methods
• The problem-solving and analytical skills required to manage eDiscovery initiatives
• How to communicate effectively with accurate legal terminology
• All the important technology aspects of eDiscovery

The program fits into your busy life.

Eight courses focus on making you an effective project manager. Each is an interactive, web-based class you can take from your
home or office.

You’re able to:

• See and hear the instructors
• Download all materials
• View multimedia presentations of course
• Listen in to discussions

You’ll handle real-world cases to gain hands-on experience. Each class offers assignments. Quizzes are used to measure your
understanding and help you master the subject matter.

A certificate program differs from a certification exam. A certification exam indicates mastery/competency, hands-on experience and
is typically administered by a 3rd party standard-setting organization set through a defensible, industry-wide process. A certificate
program does not constitute certification. It indicates completion of a course. You cannot be certified by taking a course. You mus
t take the aforementioned certification exam.

Your enrollment offers some serious bonuses too.

• Graduates may return anytime to audit any certificate courses at no charge- a lifetime bonus.
• Registration in the program includes a one-year OLP membership. Members receive approximately 75 - 100 free webinars per

 Graduates of the program receive significant discounts on courses, eDiscovery certification exam and prep course.

 All classes are recorded.  View the recording OnDemand, 24/7. Students must  take all classes in order to complete the program.

                                               For a brochure, more information on group rates or to register for the program:
                                                                 Call 541.854.0673 or email                                                        

What students have said about PKI/OLP courses and webinars:

"I enrolled in both the Lit Support and e-Discovery Project Manager courses. My background was primarily document review and I wanted to beef up my knowledge of the more technical aspects of e-Discovery. 

The courses and supporting materials were excellent giving me a strong understanding of every aspect of the EDRM model as well as great information on management styles, case law and the industry as a whole. Often I relied on many of the lectures and materials from the OLP courses, particularly those of Babs Deacon and Marnie Carter, to help shape my approach to strategy, demands and expectations on our active cases and protocols for the firm as a whole. 

I would highly recommend these courses for anyone seeking an exceptional breadth and depth of knowledge of e-Discovery." Benson McGrath, Senior Project Manager (Contract) at Liner LLP. 

"A client required their attorneys to attend a two hour training session on how handle their eDiscovery. As our attorneys listened and
looked at the book provided, their eyes glazed over. Afterwards, my boss buzzes by my office and pokes his head in. "Did you
understand all that stuff?" (says the great wizardly wise one. )"Yes," I respond.
Now – why in the world did it surprise him that after
at least 8 weeks of intensive  training that I might understand?
So, today (seriously – just this morning) I find out that I’m now in
charge of coordinating the firm’s compliance with the eDiscovery process for that client."
Janet Powell, Jackson Lewis

Summary of Courses

Fundamentals of eDiscovery

This online, interactive course gives legal professionals an opportunity to increase their knowledge about e-Discovery. The course covers
the core competencies of eDiscovery including the "EDRM (", ESI, case law and practical application. Taught by seasoned pros,
this no nonsense intensive course teaches students the latest in e-Discovery issues.

Advanced eDiscovery

This course is presented by a team of expert faculty specializing in e-Discovery with practical examples, case studies and practice.
Students learn how key components of e-Discovery must be integrated and aligned to achieve success.
Prerequisites: Fundamentals of eDiscovery.

Ediscovery Project Management

Successful eDiscovery project management identifies issues quickly and has consistent methods which minimize the risk and
exposure impact to the overall success of the project. This two-part series is designed to combine proven-by-practice methods
with new insights and ideas from a wide range of resources. Students learn how to smoothly facilitate project management and
walk away with the knowledge to ensure successful management of the firm's eDiscovery matters.

Legal Project Management

Through these sessions, students will be introduced to a project management approach, body of knowledge standards, how to
define scope, manage resources, use of estimating techniques, good communications planning, managing change and risks,
enabling good team dynamics, and even suggested project closure procedures for the legal professional.

The Phases of EDRM

a) Production and Review - Part I
b) Collection, Process and Analysis Part II 

This two-part "EDRM (" course concentrates in detail on the phases of the EDRM: Review, Process, Analysis and
Production. This course covers case law, Early Case Assessment, Technology Assisted Review, analysis and more. Students are
given real-life cases and will learn to identify and collect data from critical data sources.

Design and Implementation of eDiscovery Cost Control

These collaborative sessions give students the tools to achieve clarity that balances real-life decision making and rational analysis.

    Students will come away with a battery of new techniques to step back and examine projects before making costly mistakes.
    We cover challenges when dealing with record retention policies, custodian interviews, data sources and preservation. Students
    will be able to align outcomes to smart, timely and effective decision making.

International e-Discovery, e-Disclosure and Information Governance

No consistent methodology exists for United States courts to evaluate whether discovery of ESI abroad is appropriate, and if so, the
consequences for not complying with a discovery order. United States courts need to apply a consistent standard to decisions
involving the discovery of international ESI. This course reviews existing law related to international discovery and eDiscovery along
with a blended approach to evaluate ESI.

eDiscovery Case Management Lab

Following the completion of the eDiscovery Project Management Program, students participate in real-life assignments within
eDiscovery cases. This course reviews the student’s knowledge of the framework, models and practices for managing a real-life case.
This hands-on workshop allows student to make decisions and execute assignments in a team setting.

Upon satisfactory completion of the course  (all sessions attended) plus passing of the final exam, students will receive a certificate of completion.  You can then take the certification exam  (CeDP) and the online, on-demand prep course provided you qualify.  If you
pass, you can then put the designation CeDP after your name.

                                   Download the eDiscovery Certificate Program Brochure


  Marnie Carter is an ERM Project Manager in the Litigation Department of Morrison & Foerster LLP. She previously held the       position of Manager ofLitigation Operations and Information Management in the CommercialLegal Department of Gilead  Sciences, Inc. where she functioned as Manager of Recordsand Information Management. Before joining Gilead, Ms. Carter was the Paralegal Supervisor for the Silicon Valley Office of Weil, Gotshal & Manges LLP.  Ms. Carter previously taught as an Associate Professor in an Adjunct Faculty role with the San Francisco State University Legal Studies Program where she provided instruction in Computer Applications in Law Practice and eDiscovery/Electronic Evidence.
 She is the Western Regional Director for Women in e-Discovery and founding Co-Chair of the Silicon Valley Chapter of Women in e-Discovery, Board Member with the Steering Committee for the Silicon Valley Chapter of the Association of Litigation Support Professionals and an active member of the Bay Area Litigation Support Professionals. She is an active member with the International Practice Management Association (IPMA) and the International Legal Technology Association (ILTA).


Paralegal Passport Members: $349
Paralegal Plus Members:   $369
Non-Members: $389

Questions? Call or email for group rates: 541.854.0673 

Once you've registered, you'll receive a receipt for payment. You'll receive a link to access the course within 24-48 hours of registration.


CLE approved CA - CLE Eligible - check with your state 8 ninety-minute sessions
States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is
submitted. For many live events, credit approval is not received prior to the program.   Some states and organizations allow credi
through reciprocity or self-submission. View accreditation information for your state. No refunds. May provide a substitute.

For NALA or NFPA approval: Simply submit the certificate of attendance for CLE approval at no charge.

Sponsored by the Organization of Legal Professionals, a  California MCLE Multiple Activity Provider
No refunds. May provide a substitute.


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