Setting-up an Online Document Management System, What Every Lawyer Should Know: Document Sharing, Review, Production, Marking and Advanced Searching


CLE credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

Document management with SharePoint involves far more than mere cloud storage. This program will explain a complete system for document review, production in litigation, marking for privilege, metadata, advanced search strategies, culling key information and much more.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•   On-line document review techniques
•   Reviewing and redacting privileged documents and automatically generating logs
•   Document flow through your system for complete compliance with court rules
•   Tackling large document archives

Date / Time: June 11, 2021

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: June 5, 2020

Brett Godfrey is a veteran trial lawyer with more than 100 jury trials. He is a former engineer and has developed a truly robust and powerful system for document management and case planning that is supported by Microsoft SharePoint Online and other software.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states except, ME, VA, and WV. Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NM, NJ, NY and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previously recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NM, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

I. Introduction to the power of cloud computing—beyond mere storage 2:00-2:24
II. What lawyers are missing, and why they should care 2:24-2:48
A. Tracking receipt, permissions and production using automated features and document control numbers
B. Automatic generation of privilege logs and production logs
C. Redacting, tagging, annotating, and linking documents with metadata and PDF editing tools
D. Advanced search techniques
E. Generating custom lists, chronologies, and databases within SharePoint Online
F. Filtering, views, copying and moving documents
II. Custom document flows within SharePoint 2:48-3:12
III. Training users and ensuring compliance 3:12-3:36
IV. Security and business intelligence tools as used in litigation 3:36-4:00