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 Office Management 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.
Closed-captioning available

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.