skip to main content

ILCO CLE Presentations

E-Discovery CLE - Session 3 - May 11th, 2021

Date: May 11, 2021 - 12:00 PM - 1:00 PM Location: via Zoom Fee:

Non-members $60+HST

Students, Retired, Ordinary, Extra-provincial $40+HST

Associate $35+HST

Fellow $30+HST

Group Rate: DiscountIf you sign up for all seven sessions, you will get one free.


Seven sessions offered over the lunch hour presented by E-Discovery lawyers, law Clerks, Industry Experts and Vendors. Attendees will work through a case study through each session  You will have access to templates and resources. A certificate will be awarded by the Institute of Law Clerks of Ontario for the completion of the E-Discovery Course (all 7 sessions).

Topics include:

SESSION 1 – April 13

  • E-Discovery Overview
  • EDRM
  • Sedona Canada Principles
  • Ontario Rules of Civil Procedure
  • Tracking and record-keeping
  • Pre-litigation issues

SESSION 2 – April 27

  • Assembling the team

- Preservation

- Identifying sources of ESI 

SESSION 3 – May 11

  • Collection, including self-collection concerns, forensic collection, BYOD and Social Media. 

SESSION 4 – May 25 

  • Project Management
  • Costs/budgeting

SESSION 5 – June 8 

  • Processing/Hosting

- Applications and Tools

 SESSION 6 – June 22

  • Review

- Privilege issues

- Setting up review team

- Document Reviewers Binder / Training

- Review methods 

SESSION 7 – June 29

  • Production
  • Vendors Panel Discussion on highs and lows, good and bad of E-Discovery
  • Current trends


NOTE: If you sign up for all seven sessions, you will get one free. Please contact Anna at if you want to order all 7 sessions at once and receive the discount. 

Epiq Experts

Harold Burt-Gerrans | Director, eDiscovery &

Harold is the Forensics Lead for Epiq Canada and consults with clients on all sections of the EDRM model. Harold has over 30 years experience in Information Technology Management including 15 years in Computer Forensics, Data Collections and eDiscovery

Harold holds a Bachelor of Science in Computing and Information Technology with a minor in Mathematical Sciences.

Harold is also a Certified Relativity Administrator.

Trena Patton | Solutions Architect

Trena consults with corporate and law firm clients in the area of electronic discovery in building and maintaining high-quality and efficient workflows and processes.  Trena is a drafting team leader for the Sedona Conference WG1 Commentary on Managing eDiscovery in Small Cases and served as the Charlotte Chapter Director of Women in eDiscovery.

Trena holds a Bachelor of Science degree in Accounting & Finance from UNC Greensboro, a Master of Science in Accounting from College of Charleston and a Juris Doctor from Valparaiso University.

Deadline to register - May 7th, 2021