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Below is a sample list of CLEs we have presented to bar associations, paralegal associations, litigation practice groups, and corporate legal teams.

Schedule at your preferred location or virtually.

All presentations are customizable per your request, and all presenters are licensed attorneys and/or CEDS professionals.

ediscovery 101

eDiscovery 101

This course surveys topics including definitions and concepts, the role of counsel according to the FRCP and state rules, legal holds, ESI requests and responses, custodian interviews, protocols, and more.

Available in 60 or 120 minute sessions.

collaboration data ediscovery

Analysis Paralysis: Sifting through ESI During Litigation and Investigations

The "explosion of data" isn't just marketing-speak from eDiscovery vendors. This course discusses ways to prioritize ESI for collection, potential cost-saving measures during processing and review, and explains considerations for DIY vs. partnering with a managed review provider.

This is a 60 minute course.

data breach ediscovery

Defensible Data Breach Response

This overview discusses a threat actor's potential motivations, how to find potentially compromised PII and HIPAA data, and maintaining compliance with notification requirements.

This is a 60 minute course.

ediscovery case law

eDiscovery Case Law

From foundational case law as discovery became eDiscovery to recent cases involving new forms of technology (e.g. ephemeral data and collaboration apps), this course will help inform your ESI requests and responses.

This is a 60 minute course.

O365 ediscovery

Microsoft O365

What are E3 and E5 licenses? What data is available, and where is it stored? What can I handle myself and when should I engage a collections partner?

This is a 60 minute course.

legal holds

Legal Hold Management

What triggers a duty to preserve? What must be preserved, and how does that impact document retention policies? What are counsel's responsibilities, and what are the components of a defensible legal hold? How are they best communicated and managed?

This is a 60 minute course.

ediscovery 101

eDiscovery 101

This course surveys topics including definitions and concepts, the role of counsel according to the FRCP and state rules, legal holds, ESI requests and responses, custodian interviews, protocols, and more.

Available in 60 or 120 minute sessions.

collaboration data ediscovery

Analysis Paralysis: Sifting through ESI During Litigation and Investigations

The "explosion of data" isn't just marketing-speak from eDiscovery vendors. This course discusses ways to prioritize ESI for collection, potential cost-saving measures during processing and review, and explains considerations for DIY vs. partnering with a managed review provider.

This is a 60 minute course.

data breach ediscovery

Defensible Data Breach Response

This overview discusses a threat actor's potential motivations, how to find potentially compromised PII and HIPAA data, and maintaining compliance with notification requirements.

This is a 60 minute course.

ediscovery case law

eDiscovery Case Law

From foundational case law as discovery became eDiscovery to recent cases involving new forms of technology (e.g. ephemeral data and collaboration apps), this course will help inform your ESI requests and responses.

This is a 60 minute course.

O365 ediscovery

Microsoft O365

What are E3 and E5 licenses? What data is available, and where is it stored? What can I handle myself and when should I engage a collections partner?

This is a 60 minute course.

legal holds

Legal Hold Management

What triggers a duty to preserve? What must be preserved, and how does that impact document retention policies? What are counsel's responsibilities, and what are the components of a defensible legal hold? How are they best communicated and managed?

This is a 60 minute course.

Analysis Paralysis: Sifting through ESI During Litigation and Investigations

Discover practical strategies to manage large volumes of ESI efficiently, reduce discovery costs, and avoid delays by leveraging early case assessment, TAR, and defensible workflows.
30 or 60 minutes.

Defensible Data Breach Response

Learn how to prepare for and respond to data breaches with defensible strategies that address legal obligations, minimize risk, and ensure timely, compliant disclosure.
30 or 60 minutes.

Intro to Digital Forensics

Gain foundational knowledge of digital forensics to uncover, preserve, and analyze electronic evidence in civil cases while supporting early case assessment and defensible litigation strategy.
30 to 60 minutes

Legal Hold Management

What triggers a duty to preserve? What must be preserved, and how does that impact document retention policies? What are counsel's responsibilities, and what are the components of a defensible legal hold? How are they best communicated and managed?
30 or 60 minutes.

Microsoft M365

Learn how to defensibly preserve and collect data from Microsoft 365— including email, Teams, OneDrive, and SharePoint—while avoiding common pitfalls that can lead to spoliation and sanctions.
30 or 60 minutes.

Social Media Discovery

Explore the legal and technical complexities of collecting, preserving, and reviewing social media evidence, including ephemeral content, to ensure defensibility in modern litigation.
30 or 60 minutes.

eDiscovery 101

Build a strong foundation in eDiscovery by learning essential concepts, ethical responsibilities, and best practices for managing ESI throughout the litigation lifecycle.
30, 60, or 120 minutes.

eDiscovery Case Law

Stay current on influential court decisions across eDiscovery, privacy, employment, and cybersecurity law—and learn how to apply recent rulings to strengthen litigation and compliance strategies.
30 or 60 minutes.

eDiscovery Economics and Matter Management

Learn how to manage eDiscovery costs and vendor relationships strategically by understanding key pricing models, cost drivers, and best practices for building efficient, defensible workflows.
30 or 60 minutes.

eDiscovery for Mobile Devices

Learn how to defensibly collect, review, and manage mobile data—from text messages to app content—while navigating privacy concerns, technical challenges, and evolving legal standards.
30 or 60 minutes.

This information is presented for educational purposes only.  Proteus will work with attendees on receiving continuing legal education credit for these presentations but makes no claim regarding the availability of receiving CLE credit for these presentations.  Further, nothing discussed during the course or these presentations or provided as educational material should be considered the provision of legal advice, nor should it be instructive regarding any potential outcome for any litigation, claim, arbitration, or investigation.  To the extent you are seeking legal advice, please consult with an attorney.