UPDATE: This seminar occurred in the past, and the seminar materials are now available.
• LESA Library subscribers can already access course materials through the LESA Library.
• Alternatively you can purchase course materials a la carte (search document management).
• You can also view the list of upcoming seminars to discover live programs that are available now.
Do you work with complex litigation files? Either as a senior lawyer, more junior associate, or paralegal? If so, you won’t want to miss LESA’s upcoming Document Management in Complex Litigation Files seminar.
Document Management in Complex Litigation Files is happening in Edmonton (February 18) and Calgary (February 25).
This week LESA talked to seminar chair Stacy Petriuk and faculty member Kim Smith about what practitioners will gain from this seminar and why it will be a valuable learning experience.
For Smith, the most important reason for attending is that participants will “gain a wealth of knowledge from a very experienced panel of people. … The knowledge alone that attendees will be put in front of will be incredible.”
Petriuk emphasized that this seminar “has a broad range of appeal … and something to offer everyone at every level.” She explained how everyone involved in the file has to be on the same page, from the senior practitioners who are highly familiar with the issues of the lawsuit and who have to set up and drive the structure for handling the documents to the associates who implement the plan and the paralegals who deal with the nuts and bolts.
As Petriuk noted, the faculty members speaking at this seminar include experienced people working at all three of these levels: senior practitioners, more junior associates, and paralegals. Not only will this diversified panel be able to speak to the range of people with different roles in the process of document management but the seminar will also speak to the issues at each stage of handling a file.
Petriuk explained that “the seminar has been broken down into how you would think about a file:
- Getting documents in, which becomes increasingly complex if there are a lot of documents … and if you’re dealing with litigation holds,
- Deciding how to organize files in your own office … especially if you’ve got a situation with multiple actions, and
- Sharing documents with the other side, [including] some unique ways of sharing documents … and platforms that might be useful … so that you can access documents in a more user-friendly format.”
Jerry Patterson and Tracy Mettimano will cover best practices for collecting documents.
Melanie Gaston will discuss how to manage documents within your firm.
Michael Condé, Erin Baker, and Kajal Ervin will speak on best practices for sharing documents.
Kim Smith will discuss scheduling and case management.
Johanna Mustapic will cover technology issues and how to utilize software programs for document management.
In our interviews with Petriuk and Smith, we also asked them what will be the main takeaways for seminar attendees.
For Smith, the important takeaways centre around “getting actual, practical day-to-day information and practical tips based on everyday examples, … especially about things that are a little out of the ordinary.”
For Petriuk, the takeaway is twofold: both understanding your own piece of the puzzle better and having a better understanding of the puzzle as a whole and what others are trying to accomplish in their roles. “The takeaway is going to really vary depending on the person who’s coming … There’s going to be so much good information that’s imparted about these various stages of the file that you have to think about. … The different takeaways could be I really need to improve my litigation hold practice, or I really need to think about better ways of sharing documents, depending on where you’re at in [the document management process].”
If you practice in estate, family, or civil litigation and handle complex files, we think you’ll stand to gain a lot of valuable information and insight from this seminar and we’re looking forward to seeing you there.
Register online now (Edmonton or Calgary) to take advantage of the early bird registration deadline.
