Upcoming events

    • 20 Sep 2018
    • 02 Oct 2018
    • 4 sessions
    • Online
    eDiscovery Bootcamp


    This 6 hour, 4 session (1 1/2 hours each) practical and interactive webinar is a fantastic option for legal professionals who want to increase their knowledge about EDiscovery.   The course will cover the core competencies of eDiscovery including the Electronic Discovery Reference Model (EDRM), case law and practical application.   Attendees will receive instruction as to the latest eDiscovery topics including the Amended Rules of Discovery Related to Federal Court and Jurisdictional Specific eDiscovery Guidelines.

     When: September 20, 25, 27 & Oct. 2, 2018

    Time: 4-5:30 PM Pacific, 7-8:30 Eastern   

     6 Hours CLE

    Miss a session? We'll email it to you! 

    Only $229

    for PKI Paralegal Passport and Organization of Legal Professionals Members

    Only $239 for Paralegal Plus Members

    Only $249 for Non-Members

      Your Instructor: Marnie Carter 


    Marnie Carter has been employed in the legal profession for over twenty years with substantial experience in project and case document management in regulatory matters, including investigations and in litigation. She most recently held the position of Senior Manager of Practice Support, Paralegal Services and eDiscovery with Hunsucker Goodstein. Prior to joining Hunsucker Goodstein, Ms. Carter was employed as a Senior Electronic Enterprise Resource Project Manager in the Litigation Department of Morrison & Foerster LLP. She also previously held the position of Manager of Litigation Operations and Information Management in the Commercial Legal Department of Gilead Sciences, Inc. and also functioned as lead Manager of Records and Information Management in this position. Before joining Gilead, Ms. Carter was the Paralegal Supervisor for the Silicon Valley office, and was a Senior Paralegal in the Patents Litigation Group of Weil, Gotshal & Manges LLP.

    Ms. Carter is a Lead Instructor with the Organization of Legal Professionals and the Paralegal Knowledge Institute. She 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. Ms. Carter currently serves on the Executive Board of the San Francisco Chapter of ACEDS (Association of Certified E-Discovery Specialists). She has held positions as the Western Regional Director for Women in EDiscovery, founding Co-Chair of the Silicon Valley Chapter of Women in EDiscovery and Board Member with the Steering Committee for the Silicon Valley Chapter of the Association of Litigation Support Professionals. She is an active member of the Bay Area Litigation Support Professionals, the International Practice Management Association (IPMA) and the International Legal Technology Association (ILTA). 

     Within her community, Ms. Carter is a former Commissioner with the City of Concord and previously served on the Board of Directors for the Concord Historical Society. She is an active Board Member with G.R.I.P., Inc., an organization dedicated to partnering businesses and resources for the benefit of youth athletic programs. Ms. Carter majored in International Business Law at the University of San Francisco and attended the Paralegal Studies Certificate Program at San Francisco State University.

    • 04 Oct 2018
    • 30 Oct 2018
    • 8 sessions
    • Online

    Presenting Evidence

    at Trial Using

    new TrialDirector 360

    TrialDirector 360 offers powerful new features for both creating, organizing and presenting evidence.   


    The topics we shall cover in our 8 hours include:


    1.   Creating Cases and Creating Associated Case


    2.  Management of cases - collaborative issues


    3. Customize labels/exhibit stickers


    4. Importing files


    5. Adding Notes, Issue Codes and Designations


    6. Generating Reports


    7. Administrative tasks including assigning persons to work on cases and backing up your case data and the case itself.


    8. Transcript clips


    9. Interface options


    10. Presenting the Evidence


    This 8 session course is designed to provide you with the essentials of being an excellent presenter of fact during trial.  Whether the facts are videos, audios, images, depositions - and whatever the data - being able to present the evidence in a compelling, efficient and professional manner can win your case.


    Trial Director is the premier presentation tool for paralegals and attorneys who wish to make a dynamic and efficient presentation of the facts of any matter.


    Each session will deal with these aspects of the software - and although these links will take you to Indata's training videos, this course will involve lectures on each of these topics and presentations using PowerPoint to enhance the video training provided.  During the sessions, we will provide you with opportunity to engage in discussion about the features and the video how-to-do-it presentations.

    8 hrs. CLE. NALA Approved  


    Eight sessions of one hour each - Tuesdays and Thursdays 

    October 4, 9, 11, 16, 18, 23, 25, 30, 2018 

    10AM Pacific/1 PM Eastern
    Don't worry about missed sessions - we'll email you a copy! 


    All participants are given access to the course website where all materials are stored, and it remains available to them indefinitely for future reference!

    Kudos from the Winter 2018 Course Attendees:

    "Thank you again for the wealth of information presented in the course on Trial Director."

    "Thank you for training, it was clear, concise, informative, and definitely user friendly."

Powered by Wild Apricot Membership Software