If Linear Review is dead, how does your lesson plan change?

Greg Buckles’ recently wrote an article / blog post discussing the paradigm shift in how discovery (e-discovery) review workflows have changed in recent years. Are your case teams or clients ahead of the curve or behind it? How have you changed your lesson plans for document reviews if linear review is really dead?

I’d love to start a discussion and share ideas, please comment below… Also, if you would like to recommend an online resource (ie. you tube, slideshare, etc.) that addresses this change for litigation support trainers, please feel free to do so.

Reinforcing Electronic Discovery Training

When I speak with other litigation support trainers, the question of knowledge retention often comes up. How do we effectively reinforce electronic discovery concepts and litigation project management best practices so that our case teams can apply them in a meaningfully consistent way?

Training Magazine published an article highlighting how to reinforce training. Here’s what’s worked and continues to work for me… Of course, I’ve taken the liberty to paraphrase so that it makes more sense for our industry. What’s worked for you? What didn’t quite work?

  1. Partner Buy-In – When I was in the law firm environment, it made a huge difference in training participation, retention and use of the litigation support software, when the lead partner expressed a desire for everyone on the team to become proficient in the application to support the matter.
  2. Podcasts (& short videos) – Creating your own podcast and/or short video is remarkably easy to do these days. It’s your voice or someone on your team reviewing what was covered in your training class and making the information (and your soothing, reassuring voice) available to your case team, when you’re not. It’s custom and focuses on the features that your team actually uses. Another great reinforcement benefit of podcasting is to simply read an article on the latest e-discovery trend or technology or case summary stopping here and there to provide your expertise and insight. I did this a lot when I was involved in corporate and sales training for an e-discovery service provider. I could send links to articles on law.com all day to some of my sales people but they’d only forward them to clients. However, if I sent a link to a podcast on our internal learning management system, they’d listen… and learn. It’s convenient to listen to a podcast walking down the street, waiting to meet with a client, on the subway, or in your car on the way home at the end of the day.


The article also suggests e-mail reminders w/ links to resources within your firewall, online discussion groups, “home work” projects (I can tell you, this typically doesn’t work in litigation when folks are busy and they’re always busy.) and finally getting “managers” involved to the extent that they are empowered to facilitate some of the follow up training themselves. I like that idea although, as a litigation support trainer, I might flip the idea: empower the firm’s “corporate” trainers to deliver small learning modules that are not case specific for new hires and refreshers. This will help the litigation support project managers to focus on case specific training while taking advantage of a firm resource.

What else do you do to reinforce learning?


What is e-Discovery? (video)

My last post featured five videos found on You Tube that you might consider using to break the ice or introduce concepts during an e-discovery training class. Today’s video is now a “classic” (it’s about 2 or 3 years old) but one of my favorites to use in a mixed knowledge class to make sure we’re all on the same page when discussing ideas based on the Electronic Discovery Reference Model (www.edrm.net). I often encounter folks who are not aware of the EDRM and/or have heard of it but don’t really understand all the phases.

Typically, I only play the animated portion of the video and while I appreciate the consultant’s insight during the second half, I do not play it for my classes.



e-Discovery Training Icebreakers

If you are facilitating an e-discovery training class in a room with internet access, why not take full advantage of it and open your session with a video to break the ice. You Tube has several pretty good videos to choose from, I’ll post some of my favorites over the next few weeks.

I like to use the videos as conversation starters or to quickly introduce a concept or idea that may be new to my audience.¬† It helps me to determine what my students may or may not already be familiar with so that I don’t waste their time covering something they already know.

Here’s a series of animated videos using beloved “Star Trek” characters to address various common e-discovery issues, concepts and best practices.

Episode 1 of 5: Cooperation & The FRCP

Episode 2 of 5: Working with Vendors

Episode 3 of 5: Training Lawyers

Episode 4 of 5: Case Example – Sanctions

Episode 5 of 5: Proportionality

These are fun videos even if you’re not that much of a Trekkie! Thanks Ralph Losey, for posting them to YouTube!

Litigation Support & e-Discovery Trainers, let me know how these work out for you in your class room and what other videos you have discovered that help you get the message of e-discovery across to your students.


ABA TECHSHOW – 60 Sites in 60 Minutes

ABA TECHSHOW – 60 Sites in 60 Minutes.


Every year, the folks at the ABA Techshow provide a list a recommended websites for attendees to check out. If you’re looking for something extra to provide your students, a list of sites like this makes a great handout or page on your organization’s intranet. I’m looking forward to seeing what makes the 2011 list.