An Estrin Education, Inc. Company
Redefining Continuing Legal Education

Litigation Support Project Management
Certificate Course

Online OnDemand 24/7

Take on the challenges associated with Litigation Support - and get the job done


PKI together with The Organization of Legal Professionals' (OLP) Litigation Support Project Management Certificate Program offers a series focused on the creation of a professional that understands today's Litigation Support and management needs in a law firm or corporate law department setting.

Litigation Support Management professionals must have a solid knowledge base of both legal and technology practices combined with strong leadership and management skills. Courses focus on the legal process, technology, ethics, leadership, project management, and common practices utilized by Litigation Support Management professionals. Typically, Litigation Support specialists have either a strong understanding of the legal process or litigation technology.

OLP's program allows you to choose an initial approach to fill in knowledge gaps. The program will also include an additional overview of some of the most current platforms used in Litigation Support.

Program Highlights:

Designed, developed and delivered by a group of leading Litigation Support experts, consultants, law professors, senior paralegals, paralegal managers and other top industry professionals, OLP’s Litigation Support Project Management Certificate program instructs you specifically in the areas you are most likely to be assigned.

How You Will Benefit:

  • Learn the life cycle of a case in order to better control your projects
  • Anticipate problems and solve them as they arise
  • Manage time while juggling multiple projects with knowledge of what's coming up next
  • Gain the ability to exert influence without authority


The program shows you:

  • Analysis of relevant knowledge that those working in Litigation Support Management should know regarding the legal process; case law; and law firm, corporate legal department, and service provider functions; with a focus on personnel management and leadership, project management, technology, and must-have best practices.

  • A comprehensive study of technologies commonly used to help support litigation, including those used for Processing Data, Document Review, and the Presentation of Evidence.

  • The study of ethics and ethical considerations during the litigation process.

  • Key practices in litigation support such as working with various data types (both paper and electronic), developing and managing project plans, working with service providers, and common approaches to Litigation Support Department structures.
  • Courses meet twice per week for 90 minutes – two hours each session.

Litigation Support Management Courses of Study

For your first  3 sessions: select one of two classes: How the Legal System Works or Introduction to Technology. The legal process course is comprised of 3 recordings. Introduction to Technology is live/online. These two classes help you to gain a solid understanding of each discipline within Litigation Support Management. You are most welcome to take both classes if you feel the need.

Part I: Choose between:
101A - How the Legal System Works:
            Civil Litigation for Geeks Labs - 3 recorded sessions

Now, you can get the civil litigation process skills that spell project success - understanding the legal process from the court system to filing a complaint through settlement or trial.

As a Litigation Support Professional learn how to conquer the life cycle of the litigation process and gain the confidence you need to take a project from conception to completion.

How You Will Benefit:
  • Learn the life cycle of a case in order to better control your projects
  • Anticipate problems and solve them as they arise
  • Manage time while juggling multiple projects with knowledge of what's coming up next
  • Gain the ability to exert influence without authority

What You Will Cover:
  • How the Federal Court system works (Structure of the Federal/State/Administrative court system)
  • The Discovery Phase
  • Pleadings: Complaint, Summons and Service
  • Trial Preparation - Post-Discovery to Pretrial
  • Trial
  • Post-trial Procedures

Or choose:

101B – Introduction to Technology
             Fundamentals of Technology - 3 online/live sessions

How You Will Benefit:
  • You will learn the fundamentals of computer systems, network and infrastructure systems, and today's most widely used computing platforms essential for Litigation Support Management professionals.

  • What You Will Cover:

*  Review of work flow in obtaining and processing Review of the overall work flow in obtaining and processing data
*  Exploration of computer systems
  • *  Creation, storage and management of digital data for preservation, collection and searching of electronically stored
        information (ESI)
  • *  Fundamental components of computers, computer devices, mobile devices and network and Methods by which data
        can be extracted and protected from destruction and alterations
  • *  How computers create, store, and manage digital data that is fundamental to understanding the preservation,
        collection, and searching of electronically stored information.
  • *  The fundamental components of computers, computer devices, mobile devices, and network and storage architecture.
  • *  Analyzing methods by which systems store electronic data as well as the methods by which the data can be extracted
        and protected from destruction and alterations.
  • *  Operating systems and the basic differences between each – Windows, Linux, Unix, MAC, and some lesser known
        operating systems
  • *  Devices that store data that aren't typically thought of as computers, such as gaming systems, voice mail systems,
        surveillance systems, and peripheral devices

  • The two separate classes now merge into one program:

Part 2. Technology and Concepts (Advanced Practices)

Session I: Data Security Practices
Do you frequently see case evidence sitting on desks for days and months at a time? Are there stacks of CDs and DVDs sitting around in the open? Is the case evidence that you are working with subject to government regulations, such as healthcare and finance? This session will help you implement must have procedures for chain-of-custody, physical security, data dispositions, data encryption.

What You Will Learn:
  • Physical and digital security practices
  • Digital and paper security practices
  • Data regulated by government regulations and compliance
  • Chain-of-Custody procedures
  • Data maintenance – backups, restorations, preservation of original data
  • Sun setting data – destruction, return to source, archiving, and client authorization
  • Accessibility to data – internal and external parties (firm employees, client(s), co-counsel, experts, remote access)

Session II: e-Discovery Collections & Forensics

Do you find yourself having to determine what evidence is eDiscovery and what is computer forensics?

Would you like a road map that will guide you through the maze of determining factors? This session will help you to develop an overview of what you can collect and when to call in a computer forensics experts.

What You Will Learn:
  • The difference between eDiscovery and forensics
  • When are you recovering too much e-Mail and ESI?
  • Using keyword searching to find relevant emails
  • Online review
  • What exists and how did it get there
  • What can be collected
  • Steps to refining and culling data
  • Filtering relevant data
  • Categorizing data
  • Cloud and Social Media collections

Session III: Data Types, Loading Data, Exporting & Producing Data

What You Will Learn:
  • Working with common data types
  • Working with native files, image based files, proprietary and legacy file types
  • Understanding load files, types of load files, and editing load files
  • Loading and producing/exporting data with and without load files
  • Foreign language and exotic data types
  • Unicode

Session IV: The Cloud – What Is It? Pros & Cons and Best Practices

What You Will Learn:
  • What is The Cloud? Cloud Storage vs. Cloud Computing; Public Cloud vs. Private Cloud
  • Addressing security concerns
  • Judicial opinions on use of The Cloud
  • In-house data management issues compared to The Cloud
  • Choosing the right Cloud provider
  • Negotiating a fair and understandable Cloud contract
  • Best Practices

Session V: Predictive Coding & Big Data

What You Will Learn:
  • What Predictive Coding is and isn't
  • Understanding the various approaches of Predictive Coding
  • The differences between Predictive Coding, Technology Assisted Review, Computer Assisted Review, Intelligent Review,
        Clustering, etc.
  • How PC is implemented
  • Defensibility of Predictive Coding
  • Predictive Coding best practices
  • What is Big Data
  • How to understand and manage Big Data
  • Big Data impacts on litigation and discovery

Software Overview, Usage, Troubleshooting & Maintenance
  • Review Platform (local), Review Platform (hosted), Processing Platform, and Presentation Platform
  • Local Platforms
    Suggestions – CaseLogistix, Summation, Concordance
  • Cloud Based Platforms
    Suggestions – Relativity, Kroll, Recommind, InControl, Clearwell
  • Processing Platforms
    Suggestions – Law, IPro
  • Presentation Platforms
    Suggestions – Trial Director, Sanction

*Taking this course program does not give students an automatic certificate.  You must take and pass a Final Exam in order to get the certificate.  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 must take the aforementioned certification exam.

Meet Your Instructors

Olivia Gerroll, CLSS (Certified Litigation Support Specialist) is a litigation support/eDiscovery expert with over 21 years of experience managing in-house litigation support, leading service provider teams and, for the last 10 years, providing professional consulting services to the law firm community. Olivia is the Director of eDiscovery & Litigation Support for OLP. Her extensive experience allows me to see the challenges that clients face from all sides and ensure that the approach developed takes into account a multi-disciplinary perspective.

Her positions have included Vice President & Senior Consultant,Managing Director for Litigation Strategy and Managing with Hyperion Global Partners, Director of Litigation Services for eSentio Technologies, a national consulting organization; National Director of Litigation Services for Heller Ehrman, a global AmLaw 100 law firm; Managing Director of eDiscovery Solutions for Continuum Worldwide, a leading service provider; Director of Litigation Services Group for Baker Robbins; and Consulting and Litigation Support Manager at both Anderson Kill and Dewey & LeBoeuf.


Marnie Carter
is an ERM Project Manager in the Litigation Department of Morrison & Foerster LLP. She previously held the position of Manager of Litigation Operations and Information Management in the Commercial Legal Department of Gilead Sciences, Inc. Ms. Carter also functioned as Manager of Records and Information Management in this position. She has been employed in the legal profession for over twenty years with substantial experience in case project and discovery management and litigation.

 Before joining Gilead, Ms. Carter was the Paralegal Supervisor for the Silicon Valley Office of Weil, Gotshal
& Manges LLP. She also worked as a Senior Paralegal in the Patents Practice Litigation 
Group at Weil. In this
role, Ms. Carter managed federal and state litigation cases as well as those pending before the ITC and in arbitration. She was heavily involved in the consultation, training, supervision and management of electronic discovery and electronic evidence projects at Weil in addition to serving as an advisor on their EDiscovery Sourcing Committee. 

Donald Billings, West Coast Litigation Support Manager, Sidley Austin LLP. With an established
track-record spanning more than 20 years in leadership, entrepreneurial, and consultative roles serving global law firms and Fortune 100 companies, Donald is passionate about helping others succeed. He currently serves as a member of the Practice Support Management Team at Sidley Austin LLP, specializing in the areas of eDiscovery, business process automations and digital-forensics. He also serves as a lecturer for the Organization of Legal Professionals and is a member of the Board of Advisors for UrbanSculpt, LLC.

Dr. Gavin Manes is a nationally recognized expert in e-discovery and digital forensics. He is currently the President and CEO of Avansic, a firm that provides ESI processing, e-discovery and digital forensics services to law firms and companies across the nation.  Dr. Manes has published over fifty papers on computer security and digital forensics, and has given hundreds of presentations to attorneys, executives, students, professors, law enforcement, schools,
and professional groups on topics ranging from digital forensics issues to cyber law. He has also briefed the White House, Department of the Interior, the National Security Council, and the Pentagon on computer security and forensics issues.

Paralegal Passport Members  399.00
Paralegal Plus Members:          429.00
Non-Member:                              479.00

Call for group rates or on-site training. 760.610.5460


CLE Eligible - check with your state

CA CLE 1.5 hour for every 90 minutes States typically decide whether a program qualifies for CLE credit in their jurisdiction 4-8 weeks after the program application is submitted. Some states and organizations allow credit through reciprocity or self-submission. View accreditation information for your state. This program is sponsored by the Organization of Legal Professionals, a California MCLE Multiple Acitivity Provider.

No refunds. May provide a substitute.

For the eDiscovery Project Management Course

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