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EDiscovery Training & Education

Clearwell’s ediscovery training and education services are designed to rapidly and effectively transfer knowledge to partners, law firms, enterprises and governmental agencies. The overarching goal is to arm users of the Clearwell E-Discovery Platform with the methods and best practices to facilitate the efficient and defensible management of the end-to-end electronic discovery process.

Clearwell University Administrator Training and Certification

Clearwell University Administrator Training is designed to educate and certify our customers and partners on the advanced use of the Clearwell E-Discovery Platform. The three day course is recommended for professionals who are likely to be administrators using the Clearwell E-Discovery Platform. Our classroom training combines real-world scenarios, hands-on labs, and practical testing enabling customers and partners to successfully utilize Clearwell’s application to process, analyze, review, and produce electronically stored information (ESI).

Benefits of Clearwell University Administrator Training

  • Provide Clearwell administrators with knowledge required to create new cases and manage existing cases
  • Enable administrators to rapidly set up a case, process data, create tags, add users, and create a viable review workflow
  • Educate users on strategies and functionality for streamlining the review process, including search techniques, analysis capabilities, tagging options, workflow management, production options, and data export capabilities
  • Enable Clearwell users to achieve certification as a Clearwell Certified Administrator (“CCA”), which includes additional opportunities for advanced education and networking with the CCA community

Clearwell University Schedule

See Clearwell’s ediscovery training and education Events for a list of upcoming Clearwell University classes.

Enroll for Clearwell University

Enrollment in Clearwell University Administrator Training is provided on a first-come-first-served basis to Clearwell customers only. To enroll in the class, please fill out this enrollment form or call 1-877-CLEARWELL.

End User Training

Clearwell End User Training is designed to train attorneys, litigation support personnel, and enterprise users on how to quickly and defensibly use the Clearwell E-Discovery Platform®. Held onsite and via the web, this course is recommended specifically for attorneys and other professionals who are likely to use the Clearwell E-Discovery Platform to review electronically-stored information (ESI). After this course, users should be able to successfully navigate all types and sizes of review requirements—from small-scale projects involving just a handful of reviewers to complex, large-scale projects involving dozens of reviewers.

During the course, participants will learn how to perform key functions that include the following:

  • Conduct early case assessments leveraging new technology and methodologies
  • Effectively cull and filter irrelevant data and false positives
  • Test, sample, and iteratively refine searches to ensure defensibility
  • Perform rapid and accurate review utilizing best practices
  • Accurately organize data for production or export

Benefits of End User Training

  • Reduce review costs and risks by increasing review throughput and increasing accuracy
  • Improve the defensibility of the e-discovery process and reduce organizational risk by adopting best practices
  • Achieve greater return on investment from your company’s purchase of Clearwell

Identification and Collection Module Training

Clearwell Identification and Collection Module Training enables corporate IT and e-Discovery managers to expertly use Clearwell’s data collection capabilities. This 1-day course covers the essentials of creating a data map, managing data sources and destinations, running collection tasks, creating and filtering collection sets, and adding collected data to cases in Clearwell. The training includes demonstration, hands-on lab activities, and a brief exam to ensure participants have mastered the fundamentals of Clearwell’s Identification and Collection Module.

Custom Courses

When the standard Clearwell EDS training programs don’t fit the bill in terms of location or content, we can create custom training programs to meet your specific knowledge transfer needs. In many cases these classes are delivered onsite, at a location of your choosing, and can be built around specific workflows, use cases or client needs.

Dates, Locations and Details for new Clearwell Training Programs coming soon!

Custom Downloads

“OIG is capitalizing on cutting-edge electronic discovery tools to maximize investigative efficiency in the processing and review of voluminous electronic evidence... [that] enables OIG to analyze large quantities of email or other electronic documents more efficiently.”
Timothy Menke
DHHS Deputy Inspector General
before Congress, March 4, 2010
Department of Health and Human Services