Litigation & Appeals

Cost-Effective E-Discovery Solutions for Solo and Small Firms

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 30 minutes
Melissa Dalziel
With Melissa Dalziel from Alston & Bird LLP
Recorded December 11, 2024.
Product ID 99523

Buy This Course

Course Includes
$229

OnDemand Video

Course Book Download

Overview

Finding a Method to the Madness: Affordable Yet Effective Discovery

Tired of navigating the sea of e-discovery software? Do you want to streamline your approach with minimal reliance on third parties? This course will prepare you for e-discovery that steers clear of costly methods for research and allows for a custom approach to your firm’s goals. Join our established faculty to learn about parsing complicated data, utilizing AI resources, and boosting file security. Register today!

  • Understand the effect of AI on e-discovery and the organization of data.
  • Learn how best to organize and store data according to project-specific goals.
  • Prepare for the transfer of data from the digital to physical realm.

Abbreviated Agenda

  1. Negotiating E-Discovery Protocols
  2. Advanced Search Techniques
  3. Cost Reduction via AI and Machine Learning
  4. Efficient Data Collection and Preservation
  5. Data Storage Opportunities and Organization
  6. Security Best Practices in the Cloud and Elsewhere
  7. Review and Production Tips
  8. Transferring From Digital to Physical Media

Related Topics

Product ID 99523

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total

Credit Details by Jurisdiction

CLE Credits
Alaska CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Alaska CLE - 1.5: This program may qualify for up to 1.50 hours of technology-delivered credit, which includes 1.50 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Video Download - Alaska CLE - 1.5: This program may qualify for up to 1.50 hours of technology-delivered credit, which includes 1.50 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Arizona CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.50 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.

Video Download - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.50 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.

California CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 1.50 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 1.50 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 2 Total Credits

Earn Until

OnDemand - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Delaware CLE - 1.5: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.50 hours of eCLE credit, including 0.0 hour of ethics.

Georgia CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.50 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.50 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Idaho CLE - 1.5: Approved for 1.50 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 1.5: Approved for 1.50 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Kansas CLE Upon Request · 1.5 Total Credits

OnDemand - Kansas CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Video Download - Kansas CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 1.5 Total Credits

OnDemand - Kentucky CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Video Download - Kentucky CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Maine CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.50 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Video Download - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.50 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Minnesota CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Minnesota CLE - 1.5: Approved for up to 1.50 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 1.5: Approved for up to 1.50 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.80 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Video Download - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.80 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Montana CLE Upon Request · 1.5 Total Credits

OnDemand - Montana CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

Video Download - Montana CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

North Dakota CLE Upon Request · 1.5 Total Credits

OnDemand - North Dakota CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - North Dakota CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Nebraska CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

New Hampshire CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Mexico CLE - 1.5: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 1.50 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Video Download - New Mexico CLE - 1.5: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 1.50 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Nevada CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 1.5 Total Credits
  • 1.5 Law Practice Management

Earn Until

OnDemand - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours that can be applied toward the law practice management requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours that can be applied toward the law practice management requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 2 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Oregon CLE - 1.5: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 1.50 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Video Download - Oregon CLE - 1.5: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 1.50 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Rhode Island CLE Upon Request · 1.5 Total Credits

OnDemand - Rhode Island CLE - 1.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 1.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Tennessee CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Tennessee CLE - 1.5: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.50 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Video Download - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Washington CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Washington CLE - 1.5: This program may qualify for up to 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 1.5: This program may qualify for up to 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

West Virginia CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 1.8: This program may qualify for up to 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Video Download - West Virginia CLE - 1.8: This program may qualify for up to 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Cost-Effective E-Discovery Solutions for Solo and Small Firms

    1. Negotiating E-Discovery Protocols
    2. Advanced Search Techniques
    3. Cost Reduction via AI and Machine Learning
    4. Efficient Data Collection and Preservation
    5. Data Storage Opportunities and Organization
    6. Security Best Practices in the Cloud and Elsewhere
    7. Review and Production Tips
    8. Transferring From Digital to Physical Media

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

Melissa Dalziel
Melissa
Dalziel
Alston & Bird LLP
Speaker bio
Melissa Dalziel

Melissa Dalziel

Alston & Bird LLP
Melissa Dalziel

is an attorney at Alston and Bird LLP. She is a member of Alston Discovery, the firm's e-discovery team, and manages large teams during all stages of discovery and trial preparation. Ms. Dalziel has overseen discovery in a wide range of intellectual property and commercial disputes, including patent, trademark, copyright, unfair competition, fraud, breach of contract, RMBS, securities, and financial services. She prepares discovery budgets and develops procedures and protocols for the collection and review of massive quantities of documents. Her work includes negotiating search terms, TAR protocols, and ESI protocols; hiring, training, and managing review teams; and implementing quality controls. She uses, and trains teams regarding the use of, analytic applications such as concept clustering and technology assisted review to reduce costs and identify key documents. She has conducted PII/GDPR reviews on behalf of European clients suing in U.S. courts and clients that have experienced data breaches. She advises clients and attorneys on legal developments and best practices in document preservation, collection, searching, filtering, and data privacy. In a former role, she assisted in the review and assessment of more than 20 generative AI legal tools being considered for the firm's use. She has conducted extensive trials of four tools, using them on live cases, and is working with three providers to assist in developing their tools. She advises clients regarding the development of AI use policies. She earned her B.A degree from University of Toronto and her J.D. degree from Brigham Young University.

View full profile
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