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Applying the Electronic Discovery Reference Model in Practice: Discovery Management and Rapid Response for Paralegals

From the moment an incident occurs, paralegals are on the front lines of discovery. Learn to apply every EDRM stage in a rapid-response environment — preserve critical evidence, coordinate data collection, collaborate with counsel and vendors, and minimize risk.

2026-01-15 13:00:00

Program Details

2026-01-15 13:00:00

2026-01-15 13:00:00

2h CLE Credits

Program Details

2026-01-15 13:00:00

Program Details

2026-01-15 13:00:00

Over 1,000+ webinars

2026-01-15 13:00:00

Course Overview

When the incident hits, the discovery clock is already running

2026-01-15 13:00:00

Discovery no longer begins when a complaint is filed. From the moment an incident occurs, paralegals and litigation support professionals are on the front lines of the discovery process — tasked with preserving critical evidence, coordinating data collection, and ensuring compliance in litigation or pre-litigation response.

Each EDRM stage — identification, preservation, collection, processing, review, analysis, production, and presentation — carries risk in a rapid-response environment. Miss a preservation step, and critical evidence is lost. Mishandle a collection, and compliance suffers. Timely action and informed decision-making improve outcomes; delay puts client interests at risk.

This program provides a practical framework for applying every EDRM stage in real-world scenarios. Attendees walk away with actionable strategies to manage discovery efficiently, collaborate effectively with counsel and vendors, and minimize risk in the early stages of litigation — illustrated through realworld case examples.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
EDRM and Paralegal Roles
How paralegals and litigation support professionals sit on the front lines of the discovery process from the moment an incident occurs.
02
Rapid Response Management
Early case management strategies for preserving critical evidence and coordinating data collection in litigation or pre-litigation response.
03
Preservation and Collection
Applying the EDRM’s identification, preservation, and collection stages in a rapid-response environment.
04
Processing Through Presentation
Implementing the processing, review, analysis, production, and presentation stages to manage discovery efficiently.
05
Tools and Best Practices
Technology and workflows that support efficient discovery management and effective collaboration with counsel and vendors.
06
Ethics and Risk Mitigation
Minimizing risk in the early stages of litigation and protecting client interests through timely action and informed decision-making.

Program schedule

clock 1:00 pm - 2:00 pm EST

EDRM and Paralegal Roles, Rapid Response and Early Case Management, and Applying EDRM Stages in Practice

This presentation provides a practical framework for paralegals and litigation support professionals to apply the Electronic Discovery Reference Model (EDRM) in real-world scenarios. From the moment an incident occurs, paralegals are often on the front lines of the discovery process, tasked with preserving critical evidence, coordinating data collection, and ensuring compliance. This presentation will explore how to implement the EDRM’s stages identification, preservation, collection, processing, review, analysis, production, and presentation in a rapid-response environment.

Suzanne ClarkSuzanne Clark
Olga MaloshOlga Malosh
clock 2:10 pm - 3:10 pm EST

Tools, Technology, and Best Practices, and Ethics and Risk Mitigation

Attendees will gain actionable strategies to manage discovery efficiently, collaborate effectively with counsel and vendors, and minimize risk in the early stages of litigation or pre-litigation response. Using real-world case examples, the webinar will highlight how timely action and informed decision-making can improve outcomes and protect client interests.

Suzanne ClarkSuzanne Clark
Olga MaloshOlga Malosh
Suzanne Clark

Suzanne Clark

Beasley Allen Law Firm

Olga Malosh

Olga Malosh

CSX Transportation

Suzanne Clark

Suzanne Clark

Beasley Allen Law Firm

Suzanne H. Clark graduated from the University of Florida and began her legal career in 2002. In 2014, she received her Certified eDiscovery Specialist (CEDS) designation from ACEDS and transitioned to a full-time focus on eDiscovery, becoming a nationally recognized speaker and panelist in the field.

Education & Credentials

She earned the Mass-Tort MDL Certificate from the Bolch Judicial Institute at Duke Law to further her expertise.

Recognition & Leadership

Suzanne co-founded the Jacksonville chapter of ACEDS in 2014, which was later recognized as the national Chapter of the Year for its vibrancy and outreach. She continues to serve on the board and is also a Board Member of the Plaintiff’s Complex Litigation eDiscovery Forum (CLEF). In past service, Suzanne chaired the Jacksonville Bar Association’s Legal Technology Committee for two years and served on the Board of the Jacksonville Women Lawyers Association (JWLA) for two years. She is also a past member of the Global Advisory Council of the EDRM.

Professional Involvement

A frequent lecturer at eDiscovery educational events, Suzanne serves on the Planning Committee for the annual University of Florida College of Law eDiscovery Conference. From 2019 to 2020, she was an Associate Professor at Samford University, Cumberland School of Law, where she taught ESI I: Introduction to E-Discovery and ESI II: Discovery to students earning their Master of Studies of Law. In 2022, she also served as faculty for The Sedona Conference eDiscovery Negotiation Training (eDNT) Program.

Experience

Suzanne works remotely from Jacksonville as Discovery Counsel for the Mass Torts Section of Beasley Allen Law Firm’s Montgomery home office. In this role, she assists the mass torts attorneys with discovery, particularly concerning ESI.
Olga Malosh

Olga Malosh

CSX Transportation

Olga Malosh is a Senior eDiscovery Project Manager with over 20 years of litigation support and legal operations experience, including 13+ years specializing in eDiscovery and legal technology. She is skilled across all phases of the EDRM, with extensive experience in data collection, processing, hosting, technology-assisted review (TAR), and production management.

Education & Credentials

She holds the Certified Electronic Discovery Specialist (CEDS) credential and multiple Relativity certifications (RCA, RRMS, RPS, RAS). Ms. Malosh is a Florida Registered Paralegal with an MBA and a summa cum laude Bachelor’s degree in Accounting from the University of North Florida, as well as an Honors Associate degree in Paralegal Studies from FSCJ.

Professional Involvement

Her professional service includes roles as Social Media Director and Vice President of the nationally recognized Jacksonville ACEDS chapter and participation in CSX’s Enterprise Risk Management program.

Experience

At CSX, Ms. Malosh leads the implementation of cost-effective litigation support technologies, ensures compliance with federal and state ESI requirements, and negotiates ESI collection, review, and production protocols. She also provides platform administration and user training and has driven significant cost savings through optimized TAR workflows.
Suzanne Clark

Suzanne Clark

Beasley Allen Law Firm

Suzanne H. Clark graduated from the University of Florida and began her legal career in 2002. In 2014, she received her Certified eDiscovery Specialist (CEDS) designation from ACEDS and transitioned to a full-time focus on eDiscovery, becoming a nationally recognized speaker and panelist in the field.

Education & Credentials

She earned the Mass-Tort MDL Certificate from the Bolch Judicial Institute at Duke Law to further her expertise.

Recognition & Leadership

Suzanne co-founded the Jacksonville chapter of ACEDS in 2014, which was later recognized as the national Chapter of the Year for its vibrancy and outreach. She continues to serve on the board and is also a Board Member of the Plaintiff’s Complex Litigation eDiscovery Forum (CLEF). In past service, Suzanne chaired the Jacksonville Bar Association’s Legal Technology Committee for two years and served on the Board of the Jacksonville Women Lawyers Association (JWLA) for two years. She is also a past member of the Global Advisory Council of the EDRM.

Professional Involvement

A frequent lecturer at eDiscovery educational events, Suzanne serves on the Planning Committee for the annual University of Florida College of Law eDiscovery Conference. From 2019 to 2020, she was an Associate Professor at Samford University, Cumberland School of Law, where she taught ESI I: Introduction to E-Discovery and ESI II: Discovery to students earning their Master of Studies of Law. In 2022, she also served as faculty for The Sedona Conference eDiscovery Negotiation Training (eDNT) Program.

Experience

Suzanne works remotely from Jacksonville as Discovery Counsel for the Mass Torts Section of Beasley Allen Law Firm’s Montgomery home office. In this role, she assists the mass torts attorneys with discovery, particularly concerning ESI.
Olga Malosh

Olga Malosh

CSX Transportation

Olga Malosh is a Senior eDiscovery Project Manager with over 20 years of litigation support and legal operations experience, including 13+ years specializing in eDiscovery and legal technology. She is skilled across all phases of the EDRM, with extensive experience in data collection, processing, hosting, technology-assisted review (TAR), and production management.

Education & Credentials

She holds the Certified Electronic Discovery Specialist (CEDS) credential and multiple Relativity certifications (RCA, RRMS, RPS, RAS). Ms. Malosh is a Florida Registered Paralegal with an MBA and a summa cum laude Bachelor’s degree in Accounting from the University of North Florida, as well as an Honors Associate degree in Paralegal Studies from FSCJ.

Professional Involvement

Her professional service includes roles as Social Media Director and Vice President of the nationally recognized Jacksonville ACEDS chapter and participation in CSX’s Enterprise Risk Management program.

Experience

At CSX, Ms. Malosh leads the implementation of cost-effective litigation support technologies, ensures compliance with federal and state ESI requirements, and negotiates ESI collection, review, and production protocols. She also provides platform administration and user training and has driven significant cost savings through optimized TAR workflows.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.5
GA2.0
HI2.4
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WV2.4
WY2.0

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MCLE Credits

Alabama
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California
Approved
Colorado
Pending
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Delaware
Pending
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Georgia
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Indiana
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Iowa
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Kansas
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Kentucky
Pending
Louisiana
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Maine
Pending
Maryland
No Required
Massachusetts
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Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
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Ohio
Approved
Oklahoma
Pending
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Pennsylvania
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Rhode Island
Pending
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No Required
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Approved
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Approved
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Pending
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Approved
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Not Eligible
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Approved
West Virginia
Pending
Wyoming
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Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

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  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs