Earn a Certificate in Litigation Support Project Management 

 Register for the Online/Recorded Workshop
Register for Recorded Sessions and START NOW.

Each recorded class is 90 minutes - 2 hours

Recorded Sessions: Get access to all 15 sessions and study at your own pace. 

The Organization of Legal Professionals' (OLP) Litigation Support Project Management Certificate Program is 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, attorneys, litigation support management, eDiscovery managers, 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.

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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.
  • Enroll in the recorded sessions and study at your own pace. 

Litigation Support Management Overview of Topics

Select an initial legal or technological course of study (1 A or 1 B) to be reviewed via recording prior to the start of the course to gain a solid understanding of each discipline within Litigation Support Management. You may be a technology expert with little or no legal background or you may be a legal expert with little or no technology background. By choosing 1A (The Legal Process)  or 1B (Fundamentals of Legal Technology), you will get the basics of the areas you need to enhance. You are more than welcome to view both classes.

1. A - The Legal Process for Litigation Support Professionals - Strong in technology but not the legal process? This session is for you.

Civil Litigation for Geeks
Take on the challenges associated with Litigation Support - and get the job done right. 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.

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 take:

1. B – Fundamentals of Technology - Strength in law, not technology? This session is for you.
Labs and hands-on assignments 

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 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
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)
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
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
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
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

Introduction to Legal Project Management 

The Changing Legal Marketplace and the reasons why Legal Project Management (“LPM”) is the fastest growing, most in demand, legal discipline in this decade.

  • Legal Systems Engineering, Legal Value Engineering, Legal Process Analysis and other newly emerging, previously non-existent legal disciplines
  • Introduction of LPM course Hypothetical – Dixon v. Providential Life Ins. Co. (Licensed from the National Institute for Trial Advocacy – “NITA”)
    Introduction to Resources for Learning Project Management
Tasking, Scheduling and Resourcing Projects
  • The “Scope-Schedule-Cost-Quality” Equilibrium
  •  Project scope planning and verification
  •  Converting requirements into assignment specifications
  •  Building a Work Breakdown Structure (“WBS”) for a legal project
  •  Ordering, sequencing and prioritizing tasks
  •  Scheduling tasks and constraints
  • “Critical Path,” “Critical Chain” & Project Float
  •  Types of project resources (labor, materials, costs)
  •  Using Generic Resources to determine conceptual budget estimates

 Project Cost Estimate and Budgeting

  • Estimating Project Budgets and Costs
  • “Top Down” vs. “Bottom Up” planning techniques
  • “Conceptual” versus “Parametric” budget estimates
  •  Selecting the legal team and assigning resources
  •  Understanding pricing models for each type of service Resource scenario planning
Leadership and Skills for Legal Management Professionals

Examines the responsibilities and challenges of legal professionals who occupy leadership roles in the public, private, and non-profit sectors. You'll learn how to:

Personnel Management and Leadership 
  • Hire, manage, develop, coach, evaluate, discipline, and terminate employees
  • Manage organizational change
  • Develop the styles and characteristics of effective leadership
  • Improve judgment and decision making
  • Build motivation and commitment in organizations
  • Exercise power effectively in communication
  • Manage conflict and crisis
  • Deal with difficult personalities
  • Manage local, remote, and outsourced/contract personnel
  • Conduct onboarding/orientation, new hire training, ongoing training and development
  • Work with cross departmental & cross organizational personnel (IT, Litigation, Management, Leadership, Service Providers/Vendors, Co-counsel, Experts)
Business Management
  • Understand common Litigation Support Department Structures (value added, profit center, break-even)
  • Manage workflow and projects (Intake, Vendors, Review, Q.C.)
  • Establish and maintain successful client relationships
  • Identify and deal with office politics
  • Manage forecasting, budgeting, and financial controls for anticipated needs
  • Track metrics, such as billable hours, write-offs, hours and task levels, and utilization of in-house and outsourced services.
  • Understand the legal market, trends, and compliance & regulations in the industry
  • Understand RFPs & RFIs (writing sending/creating and receiving/responding)
  • Track time, task keeping, cost codes
  • Understand cost recovery mechanisms
  • Market in-house services and capabilities
  • Providing matter consultation regarding discovery process
Practical Legal Ethics
Understanding ethics and ethical considerations, specifically "legal ethics", and the Model Rules of Professional Conduct is extremely important to lawyers. But, did you know that these ethical obligations also apply to non-lawyers who work with lawyers? In a society with low trust in leaders and institutions, learn and incorporate ethics into your everyday leadership responsibilities.

Ethics - Confidentiality
An interactive webinar explaining what you can and cannot say to anyone about any case, matter or client. The class will give examples, explain the code, and how legal professionals are expected to abide by the same ethics requirements as attorneys.

Ethics – Conflict of Interest
You cannot simply go by a software program to let you know when there is a conflict of interest. Moving to a new position, tackling a new matter or even working on two past clients can cause a conflict of interest. This workshop shows you how to check for a conflict, what constitutes a conflict and how to go about protecting yourself and your firm.

Ethics – Unauthorized Practice of Law
The unauthorized practice of law is a very simple "mess" that legal professionals and service providers sometimes walk into unknowingly. This webinar explores how what you say and what you do can be construed as unauthorized practice of law - even if your intent was something else entirely. It demonstrates when you cross the line and what your boundaries are.

Ethics – Transparency
Transparency is key for the merits of a case to be judged. No legal professional should Game the System, use technology or the e-Discovery process as a weapon, or attempt to withhold information about potential discovery, searches, search results, and not documenting processes and procedures. This session will demonstrate ways to be transparent and areas where transparency is a must.


Advanced Legal Practices
Advanced legal practices will help you help your clients, attorneys, and the matters you are working on. Learn about the legal practices that attorneys and legal professionals need to know NOW to better manage their matters, the discovery process, avoid messy "Gotchas", and way to manage costs of discovery.

Introduction to Cross Border Litigation and Discovery
  • Common Law vs. Civil Code
  • Navigating non-U.S. privacy and data laws
  • Cultural and language differences
  • Issues arising from not following procedures of foreign laws
  • Getting assistance from local resources
  • e-Discovery Landmines
  • Malpractice
  • Spoliation
  • Failure to produce responsive documents
  • Failure to issue legal holds in writing and with follow-up
  • Misleading court about costs
  • Sanctions
  • Failure to be transparent
All classes, instructors and syllabus subject to change or cancellation.  


  • Graduates of the program may return anytime to audit any LitSupport certificate courses at no charge - a lifetime bonus.
  • Graduates of the program receive significant discounts on OLP courses, eDiscovery certification exam and prep course.
Download a Brochure.

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What students have said about OLP courses and webinars:
"Mr. Ball has a folksy way of disseminating information that is very easy to understand regardless of a person’s industry expertise. He is not only a fabulous speaker, but also a great writer – two critical elements in being a successful teacher! He is well recognized in the industry as not only an industry leader, but also an expert." Kara Buzga, Mayer Brown
"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 OLP 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

Meet Your Instructors: 

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.  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.   

Karen Begley, Trial Consultant & Visual Communication Strategist - Litigation Advantage; Adjunct Faculty Member Duquesne University.  She works with a team of professionals including attorneys, paralegals, graphic designers, legal videographers, nurse practitioners and e-discovery project managers.


 Mona Ramirez is the Legal IT Project Manager for the County of Santa Barbara Public Defender’s office and has worked twenty-nine years in the legal field in both the private and public sector in various positions.  Her background is in Paralegal Studies, Forensics, Litigation Support, eDiscovery and Trial Technologies. Mona has been an adjunct Instructor at Pasadena City College and University of Santa Barbara in their Paralegal Studies programs and is currently on the Legal Advisory Board for Pasadena City College.  She runs a small company, Premier Legal Support Group, assisting law firms in the collecting, preparation and review of Discovery, setting up eDiscovery databases and also is its Trial Technologist.  She trains and teaches legal technology software programs and manages staff including paralegals, secretaries and investigators.

REGISTER for the recorded sessions and START NOW. Get access to all sessions and study at your own pace!  Each session is 90 minutes to 2 hours. 


Students must satisfactorily take all classes to qualify for a Certificate of Completion.


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OnDemand, 24/7, Recorded Sessions. No software to download.
Members:    $479 includes all materials  Non-Members: $499

Questions?  chere.estrin@theolp.org   541.854.0673  Group rates available:

Tight budget? No problem! Call us to arrange a payment plan.    
All classes are subject to change or cancellation. OLP is a California Multiple Activity Provider. CLE provided in California. Check with your state for eligibility. No refunds. May provide a substitute. Classes subject to change or cancellation.

Attendees who signed up for this course also viewed:

Litigation Support Certification Exam (CLSS) 
eDiscovery Certification Exam (CeDP)

*No refunds. Students may provide a substitute or transfer to another program.

Questions? Call 541.854.0673 or info@theolp.org

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