An Estrin Education, Inc. Company
Redefining Continuing Legal Education



Legal Project Management

A six session online OnDemand 24/7 course
Each session: 90 minutes - 2 hours


The role of project management in the business industry is a well adopted best practice to help improve
strategic and tactical objective deliverables. According to many business leaders, project management
improves the ability to plan, implement, and manage activities to accomplish specific organizational objectives.
So why isn’t project management a clear defined role in the legal industry? Adopting project management
techniques can be a very helpful approach for paralegals, attorneys, and managing partners who learn the
need to deliver quality legal services within limited budgets.

Legal professionals such as paralegals, attorneys, and managing partners should be seeking alternative
methods to deliver quality services and best practices to practice management and clients, to improve the
client and business partner’s experience through proper execution of project management techniques, tools,
and methodologies.

Through these sessions, you 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.

What You Will Learn

Session 1

  • What is Project Management and why should the firm consider it?
  • An overview of project management.
  • Considerations when accepting requirements for projects and when cost, time, quality, and risks are key
    success factors to meeting the clients and firm’s needs.
  • Understanding the challenges that are encountered when firms take on new case matter, organizational
    needs and changes, technology considerations, and how project management can support with the
    overall strategy.

Session 2

  • Approaching decisions to framework Project Management and the value-add it offers.
  • Who are the key stakeholders in project management, and how will the project role fit in the
    firm’s already busy schedule?
  • How can non-project managers be success with project planning?
  • The importance of the Firm’s commitment to program and project management.
  • Sharing steps to implement project management in the firm.

Session 3

  • Let’s cover the Firm’s Legal Project Management Framework.
  • How will the approach of initiating, planning, executing, monitoring and controlling, and closing
    the project be managed?
  • Watchful steps for identifying other critical success factors to monitor the project’s success.
  • How will challenges such as Risks and Opportunities be viewed, and managed, throughout the project?

Session 4

  • What are the tools that will help support the Firm’s project management approach?
  • Examples of project management information systems, and how a defined communications
    plan will be critical to the entire firm.
  • Project integration management of risk, quality, and the human relationship factors of managing
    the plan (Part 1)

Session 5

  • Project integration management of risk, quality, and the human relationship factors of managing
    the plan (Part 2)
  • Monitoring and controlling project cost and tracking performance.

Session 6

  • What are the best practices to prepare to wrap up and close your project?
  • What will the project’s lessons learned say about the success, or failure, of a firm’s project?
  • What additional checks and balances are needed to properly close the project?
  • Wrapping it all into a successful Firm Project Management Approach.

 Meet Your Instructors


Julia Romero Peter is the Vice President of Business Development with TERIS.
She leads our business development team and has extensive experience in information governance and eDiscovery.  Julia focuses on helping clients manage and mitigate costs associated with information governance, eDiscovery, computer forensics, and litigation response plans. 

A background in both law and technology allows her to work closely with Fortune 500 Corporations and AmLaw 250 law firms to design and effectuate strategies that address all
stages of the EDRM - Records Management, legal holds, Identification, Collection, Processing, Review and Production. Julia assists clients with litigation response plans and workflow,
preservation protocols, custodian interviews, meet and confer readiness, processing and search protocols, review strategies, production protocols, and more.




Meghan Brosnahan is the Vice President of Professional Services with TERIS.   She holds a JD from Cornell Law School and a BA degree from the University of Texas, Austin. Ms. Brosnahan has hands-on experience with executives, engineering, clients, and customer relations support teams in eDiscovery,  Information Governance and Litigation Support techniques.As a leader and team member, she has a reputation for innovation, motivation and approachability.

Pricing Options:

Paralegal Passport Members:  299.00 !!
Paralegal Plus Members:  309.00
Non-Members:  329.00







 Presented in conjunction with OLP, a California MCLE Multiple Activity Provider. CLE: 10 hours.

Classes are subject to change or cancellation. No refunds
  Attendees may apply a credit towards another course or provide a substitute.




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