Legal Project Management: Thoughts, tips, and discoveries related to the management of legal projects.

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Today I attended, via Web cast, the American Law Institute and American Bar Association (ALI-ABA) continuing legal education course on project management for lawyers.[1] The instructor was time-management-for-lawyers guru Margaret Spencer Dixon.[2]Ms Dixon's two-hour lecture provided a crash course in project management, tailored for a legal audience. I had predicted that this would not be a standards-based course, but rather a discussion of general principals of "project management" as the term is loosely defined.[3] I was wrong. Although Ms Dixon kept the presentation lawyer-friendly, I was surprised at how much standard project-management terminology and practices she covered. Unlike most project-management-for-lawyers courses...



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Right on the heels of their recent Web cast discussing how to apply project management to the Electronic Discovery Reference Model, Exterro will present another Web cast focusing on e-discovery project management, this one focusing on the law firm rather than the corporate legal department: E-discovery Project Management and Legal Hold: A Practical Approach for Law Firms Tuesday, December 8, 2009 10:15 AM - 11:15 AM PST Register at: https://www1.gotomeeting.com/register/928623072 Natasha Keitges, Senior Director of Business Development at Exterro, will be joined by Randal Girourard, Litigation Support Manager at Haynes and Boone, LLP, to discuss "how to weave project management principles...



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Last Thursday, Exterro gave an on-line presentation that discussed e-discovery project management in the context of their suite of legal work-flow tools.[1]  Co-presented by Natasha Keitges, Exterro's Senior Director of Business Development, and Pete Warner,[2] a litigation technology specialist at Sandia National Laboratories (an Exterro client),[3] the Web cast discussed how e-discovery project management fits into a company's government, risk, and compliance program and, more specifically, how applying project management processes to the Electronic Discovery Reference Model (EDRM)[4] can establish key efficiencies, cut costs, and allow legal departments to more effectively monitor the successes and failures of their e-discovery projects.  The presentation...



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On Thursday, November 19th, Exterro will Web-cast a one-hour panel presentation of e-discovery experts who will "show why project management is the key to success for every e-discovery undertaking by deconstructing the electronic discovery reference model from a new perspective: Integrated project management." The Web-cast, titled "A Simplified Approach to E-discovery Workflow" is scheduled to start at 10:15 a.m. USA-Pacific Standard Time. For more information and to register, visit the following Web site: https://www1.gotomeeting.com/register/263821849...



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The American Law Institute and American Bar Association (ALI-ABA) are offering a continuing legal education course on project management for lawyers.[1]  The Web cast, schedule for December 9th, will provide two hours of MCLE credit at a cost of 199 USD. The topics covered include:  Defining the Project So All Stakeholders Are on the Same Page Creating a Functional and Effective Project Plan Identifying, Organizing, and Scheduling Tasks Estimating How Long Various Tasks Should Take Setting Realistic Deadlines Keeping Projects on Track Closing Out Projects Including Creating Forms and Checklists for Use in Future Projects Analyzing Lessons Learned To Continually Improve Firm Processes [2]The instructor will be time-management-for-lawyers guru Margaret Spencer...



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Earlier today I attended a webcast hosted by the Association of Litigation Support Professionals (ALSP) titled Corporate Litigation Project Management & EDD. It was presented by John F. Mancini, president of the Association for Information and Image Management (AIIM). Mancini discussed why corporations are taking control of the e-discovery process away from law firms and how litigation support professionals can better communicate with corporate stakeholders by understanding how they see e-discovery. As good as the presentation was, however, it was poorly titled. Mancini did not discuss project management. That said, he made a number of points that I feel are valuable for...



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I think I may be the first Internet stalker of legal project management gurus and Matt Lane is my hapless victim.  It seems there isn't a Webinar he gives that I don't attend, a White Paper he authors that I don't read, or a restaurant in Portland he dines at that I don't...ahem.  Matt Lane is a Director of Client Services at Fios Inc. and an expert in e-discovery project management. I've commented on his LPM whitepaper and on blog posts he's written (here, here, and here). I've also attended an excellent Webinar on project management presented by  Kate Billera, Client Services...



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I am delighted with the emphasis on project management in The Sedona Conference® Commentary on Achieving Quality in the E-Discovery Process. Eighteen months in the making, the May 2009 Public Comment Version was released following a Web conference on May 20, which introduced the paper.  Following up on The Sedona Conference® Best Practices Commentary on Search & Retrieval Methods, released August 2007, the Commentary on Achieving Quality drives home the need to embrace project management and quality testing in electronic discovery. Because of the Sedona Conference's influence on judges who decide e-discovery disputes, vendors and lawyers will take notice. Lawyers should find their e-discovery...



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Just a heads up that on May 20th at 13:00 US-EDT, the Sedona Conference is presenting a webinar entitled "Achieving Quality in the E-Discovery Process."The very first item on the agenda is: "The importance of project management and the need for a well-defined process, including an attorney in charge".The Sedona Conference is a non-profit organization that has published a number of influential electronic discovery references. Anyone with an interest in managing electronic discovery projects should consider attending this event.I'll be traveling on the 20th so I'll be unable to attend live. I hope they make it available on demand afterwards.There is...



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Earlier today I attended the Fios webinar "Practical Tips on How to Lead Project Management Planning to Balance Scope, Time and Budget," presented by Amy Catton, Litigation Support Quality Coordinator at Kilpatrick Stockton and Kate Billera, Client Services Manager at Fios, Inc.  It was an informative and well-presented program on how to apply traditional project management principles to litigation projects. I recommend it to anyone who would like a basic introduction to legal project management. Fios generally makes its past webinars available on-demand for free at the Fios E-discovery Knowledge Center. Kudos to Fios for not being afraid to subject a legal audience to project management speak. Amy and Kate did a great job explaining traditional...



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