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Simplifying Discovery: A View From The Cloud

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  • Key eDiscovery Case Law Review for First Half of 2017
    Key eDiscovery Case Law Review for First Half of 2017 Doug Austin, Julia Romero Peter, Esq., and Karen DeSouza, Esq. Recorded: Jul 26 2017 72 mins
    The best predictor of future behavior is relevant past behavior. Nowhere is that truer than with legal precedents set by past case law decisions, especially when it relates to eDiscovery best practices. This CLE-approved* webcast session will cover key case law covered by the eDiscovery Daily Blog during the first half of 2017. Key topics include:

    + How should objections to production requests be handled?
    + Are you required to produce subpoenaed data stored internationally?
    + Should there be a limit to fees assessed for discovery misconduct?
    + When is data stored by a third party considered to be within your control?
    + Should courts dictate search terms to parties?
    + How can you make an effective proportionality argument to address burdensome requests?
    + Can the requesting party dictate the form of production?
    + Does storing data on a file share site waive privilege?
    + If data is intentionally deleted, should Rule 37(e) apply?
    + Is circumstantial evidence of intentional spoliation good enough to warrant sanctions?
    + Should keyword search be performed before Technology-Assisted Review?

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing consulting, project management and software development services to commercial and government clients.

    Julia Romero Peter, Esq.: Julia is GC and VP of Sales with CloudNine. With 19 years of legal experience and 13 years focusing on eDiscovery, Julia received her J.D. from Rutgers Law School - Newark, and her B.A. in History with a minor in education from Columbia University - Barnard College.

    Karen DeSouza, Esq.: Karen is Director of Review Services and a Professional Services Consultant for CloudNine. A licensed attorney in Texas, Karen has over 15 years of legal experience.

    * MCLE Approved in Selected States
  • How SaaS Automation Has Revolutionized eDiscovery for Solo and Small Firms
    How SaaS Automation Has Revolutionized eDiscovery for Solo and Small Firms Doug Austin and Karen DeSouza, Esq. Recorded: Jun 28 2017 63 mins
    Until recently, state of the art eDiscovery technology was only available to the largest law firms and corporations. Smaller firms and organizations were essentially priced out of the market and couldn’t afford the solutions that could be used by the “big boys” to manage their discovery workloads. Times have changed – thanks to cloud-based, software-as-a-service (“SaaS”) automated solutions that have made full-featured eDiscovery solutions affordable for even small and solo firms. This webcast* will discuss how SaaS automation technology has revolutionized eDiscovery for solo and small firms today.

    Webcast Highlights:

    + How Automation and the Cloud is Affecting All Industries, including eDiscovery
    + Drivers for the eDiscovery Automation Revolution
    + The Impact of Automation and the Cloud on the Lawyer Job Market
    + The Evolution of eDiscovery Technology
    + Whip Me, Beat Me, Call Me EDna: Two Challenges, Seven Years Apart
    + Key Components of a SaaS eDiscovery Automation Solution
    + Cost Alternatives for SaaS eDiscovery Automation Solutions
    + Can Automation Really Disrupt the eDiscovery Industry?

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Karen DeSouza: Karen is the Director of Review Services and a Professional Services Consultant for CloudNine. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence.

    * Submitted for MCLE in Selected States
  • ACEDS Webcast: Pitfalls and Potholes to Avoid in Your eDiscovery Projects
    ACEDS Webcast: Pitfalls and Potholes to Avoid in Your eDiscovery Projects Doug Austin and Karen DeSouza Recorded: Jun 15 2017 61 mins
    If you’ve conducted discovery for litigation, investigations or audits, you know that “Murphy’s Law” dictates that a number of “pitfalls” and “potholes” could occur that can derail your project. These issues can add considerable cost to your discovery effort through unexpected rework and also cause you to miss important deadlines or even incur the wrath of a judge for not following accepted rules and principles for discovery. This webcast* will discuss some of the most common “pitfalls” and “potholes” that you can encounter during the discovery life cycle and how to address them to keep your discovery project on track.

    Webcast Highlights

    + Avoiding the Mistake in Assuming that Discovery Begins When the Case is Filed
    + How to Proactively Address Inadvertent Privilege Productions
    + Up Front Planning to Reduce Review Costs
    + How to Avoid Getting Stuck with a Bad Production from Opposing Counsel
    + Understanding Your Data to Drive Discovery Decisions
    + Minimizing Potential ESI Spoliation Opportunities
    + Ways to Avoid Potential Data Breaches
    + How to Avoid Processing Mistakes that Can Slow You Down
    + Common Searching Mistakes and How to Avoid Them
    + Techniques to Increase Review Efficiency and Effectiveness
    + Checklist of Items to Ensure a Smooth and Accurate Production

    Presenters Include:

    
Doug Austin: Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing consulting, technical project management and software development services to numerous commercial and government clients.

    
Karen DeSouza: Karen is the Director of Review Services and a Professional Services Consultant for CloudNine. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence.

    * Submitted for MCLE in Selected States
  • What Attorneys Need to Know About Cybersecurity and Data Privacy in 2017
    What Attorneys Need to Know About Cybersecurity and Data Privacy in 2017 Doug Austin, Julia Romero Peter, Esq., Sean Hall and Paul Cobb Recorded: May 31 2017 62 mins
    You’ve heard the horror stories. Data breaches are happening within organizations at an alarming rate, and sensitive data is being compromised regularly. As an attorney, what can you do to protect yourself, your firm and your client from becoming a victim? And, what do you need to do to keep up with ever-changing requirements for data security, both within the US and internationally? This webcast will discuss what you need to know today about cybersecurity and data privacy to protect the sensitive data that your organization manages every day.

    Webcast Highlights:

    + The State of Cybersecurity in the U.S. in 2017
    + Top Threats Facing Your Practice
    + Your Responsibility to Your Clients: The High Cost of Data Leaks
    + How to Protect Your Firm and Your Clients
    + Recent Developments in International Data Privacy
    + Criteria for Evaluating Providers in Your eDiscovery Projects
    + Ethics Considerations
    + Looking Forward: The Future of Cybersecurity in the Legal Field

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Julia Romero Peter, Esq.: Julia is General Counsel and VP of Sales with CloudNine. Julia received her J.D. from Rutgers Law School - Newark, and her B.A. in History with a minor in education from Columbia University - Barnard College.

    Sean Hall: Sean is the CEO of Firm Guardian, LLC. Sean has a decade of experience working with emerging start-ups from an executive level creating scalable, profitable businesses.

    Paul Cobb: Paul is the COO for Firm Guardian LLC. Paul is a business leader with twenty years of diverse experience in management, marketing, sales strategy, and operations.

    MCLE Approved in Selected States
  • Webcast: Data, Discovery, and Decisions (ACEDS CloudNine Software Showcase)
    Webcast: Data, Discovery, and Decisions (ACEDS CloudNine Software Showcase) Doug Austin Recorded: May 11 2017 61 mins
    This on-demand webcast provides an overview and demonstration of three CloudNine software offerings designed to extend and enhance legal discovery efforts of law firms and legal departments.

    Webcast Overview:

    The acceleration of data creation in today’s business world coupled with the requirement to understand, manage, and act on information throughout its lifecycle presents a challenge to information governance and legal discovery professionals seeking to balance process, products, and outcomes. This presentation and technology demonstration led by eDiscovery Daily Blog author and eDiscovery expert Doug Austin will provide attendees with an overview of data discovery and legal discovery and help them frame the lifecycle of data through the lens of data and legal discovery objectives, tasks, and tools.

    Presentation Highlights

    + The Objectives of Data Discovery and Legal Discovery
    + A Framework for Approaching Discovery
    + Tasks and Tools For Effective Discovery

    Demonstration Highlights

    + CloudNine eDiscovery Platform (Upload/Process/Review/Produce)
    + NEW: Outpost from CloudNine: Data Transfer into Relativity
    + NEW: CloudNine Legal Hold Notification

    Webinar Presenter

    Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog, which has become a trusted resource for eDiscovery news and analysis.

    To learn more about CloudNine, visit eDiscovery.co.
  • Pitfalls and Potholes to Avoid in Your eDiscovery Projects
    Pitfalls and Potholes to Avoid in Your eDiscovery Projects Doug Austin and Karen DeSouza, Esq. Recorded: Apr 27 2017 58 mins
    If you’ve conducted discovery for litigation, investigations or audits, you know that “Murphy’s Law” dictates that a number of “pitfalls” and “potholes” could occur that can derail your project. These issues can add considerable cost to your discovery effort through unexpected rework and also cause you to miss important deadlines or even incur the wrath of a judge for not following accepted rules and principles for discovery. This webcast* will discuss some of the most common “pitfalls” and “potholes” that you can encounter during the discovery life cycle and how to address them to keep your discovery project on track.

    Webcast Highlights

    + Avoiding the Mistake in Assuming that Discovery Begins When the Case is Filed
    + How to Proactively Address Inadvertent Privilege Productions
    + Up Front Planning to Reduce Review Costs
    + How to Avoid Getting Stuck with a Bad Production from Opposing Counsel
    + Understanding Your Data to Drive Discovery Decisions
    + Minimizing Potential ESI Spoliation Opportunities
    + Ways to Avoid Potential Data Breaches
    + How to Avoid Processing Mistakes that Can Slow You Down
    + Common Searching Mistakes and How to Avoid Them
    + Techniques to Increase Review Efficiency and Effectiveness
    + Checklist of Items to Ensure a Smooth and Accurate Production

    Presenters Include:

    
Doug Austin: Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing consulting, technical project management and software development services to numerous commercial and government clients.

    
Karen DeSouza: Karen is the Director of Review Services and a Professional Services Consultant for CloudNine. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence.

    * Submitted for MCLE in Texas and Florida
  • Legal Hold Notifications from CloudNine
    Legal Hold Notifications from CloudNine Brian Kelly, Customer Success Manager, CloudNine Recorded: Apr 18 2017 3 mins
    Legal Hold Notifications from CloudNine empower legal and information professionals by enabling them to quickly and comprehensively develop, send, track, and manage legal hold notices to key custodians with the goal of protecting data integrity for potential or current investigations or litigation.

    Delivered as an advanced, integrated, and automated option in CloudNine’s cloud-based, Software-as-a-Service delivered simplified eDiscovery automation software, Legal Hold Notifications improve the ability of legal and compliance teams to implement legal holds by providing them with an intuitive and secure tool for marshaling the data preservation process to reduce ESI related exposure and risk while increasing data and process defensibility. To learn more about Legal Hold Notifications, visit eDiscovery.co.
  • What Every Attorney Should Know About eDiscovery in 2017 (ACEDS Update)
    What Every Attorney Should Know About eDiscovery in 2017 (ACEDS Update) Doug Austin and Karen DeSouza, Esq. Recorded: Apr 13 2017 64 mins
    UPDATED PRESENTATION (ACEDS - April 13, 2017)

    Managing discovery is more complicated and expensive than ever, with more data and documents to manage, new sources and types of data to consider, and changing Federal and State rules. As an attorney, what do you need to know today to stay on top of it all? This CLE-approved* webcast session will cover key terms, rules, duties, and case law to give you the tools and resources necessary to efficiently and effectively meet the challenging discovery obligations that attorneys will face in 2017.

    Webcast Highlights

    + Key Terms
    + Phases of the EDRM
    + Rules Regarding Electronically Stored Information (ESI)
    + Competency Ethical Duties of Attorneys Regarding eDiscovery
    + Top Ten Important Cases in the Evolution of eDiscovery Best Practices
    + Useful Resources for eDiscovery Continued Education

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog, which has become a trusted resource for eDiscovery news and analysis.

    
Karen DeSouza: Karen is the Director of Review Services, In-House Counsel, and a Professional Services Consultant for CloudNine. Also, Karen helps attorneys with CloudNine's software and Pre-Litigation Consulting Services. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence. Before CloudNine, Karen worked as an E-Discovery Director, Project Manager, and as an Associate at various law firms in Houston area where her primary focus was litigation.

    *Approved for MCLE in TX and FL
  • Key eDiscovery Trends and Case Law for 2017
    Key eDiscovery Trends and Case Law for 2017 Doug Austin and Julia Romero Peter, Esq. Recorded: Mar 30 2017 72 mins
    2016 was an important year in eDiscovery.  Did you catch all of the important events and developments that occurred over the course of the year?  If you didn’t, here is your chance to catch up!  This webcast will cover key events, trends, and developments that occurred over the course of last year and how they impact those in the eDiscovery community.  Examples of trends being covered are:

    + Evolution of eDiscovery Technology
    + Privacy Trends in the US and Internationally
    + Key Trends in Cybersecurity and Data Breaches
    + Continued Evolution of Artificial Intelligence in the Legal Space
    + What Happens Every Minute on the Internet
    + Proliferation of Rules Regarding Attorney Technical Competence
    + Important Cases in Technology Assisted Review
    + Key 2015 Federal Rules Changes and How They Impacted Case Law
     
    “Doug Austin’s presentation Key Discovery Trends and Case Law in 2016 at the February meeting of Houston Association of Litigation Support Managers was insightful and thought provoking. The overview of relevant 2016 case law clearly demonstrates how the 2015 changes to the FRCP are directly impacting decisions from the bench.”

    Patti Zerwas, Discovery Project Manager | Haynes and Boone LLP

    Presenters Include:
     
    Doug Austin: Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.
     
    Julia Romero Peter, Esq.: Julia is General Counsel and VP of Sales with CloudNine. At CloudNine she leads the sales team and has extensive experience in information governance, data discovery and legal discovery. Julia received her J.D. from Rutgers Law School - Newark, and her B.A. in History with a minor in education from Columbia University - Barnard College.
  • Best Practices for Effective eDiscovery Searching
    Best Practices for Effective eDiscovery Searching Doug Austin and Karen DeSouza, Esq. Recorded: Feb 28 2017 63 mins
    With all of the hype about Technology Assisted Review, does keyword search still have a place in eDiscovery? You bet it does – if it is conducted properly. This CLE-approved* webcast session will cover goals for effective searching, what to consider prior to collecting ESI that will be subject to search, mechanisms for culling prior to searching, mechanisms for improving search recall and precision, challenges to effective searching and recommended best practices for searching and validating your search results to ensure effective search results.

    Webcast Highlights

    + Search Fundamentals
    + Considerations Before Searching
    + Mechanisms for Culling Before and After Searching
    + Mechanisms for Improving Recall and Precision
    + Searching Considerations and Challenges
    + Using Sampling for Defensible Searching

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.

    
Karen DeSouza: Karen is the Director of Review Services, In-House Counsel, and a Professional Services Consultant for CloudNine. Also, Karen helps attorneys with CloudNine's software and Pre-Litigation Consulting Services. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence. Before CloudNine, Karen worked as an E-Discovery Director, Project Manager, and as an Associate at various law firms in Houston area where her primary focus was litigation.

    * Approved in Selected States (To Be Published Prior To Webcast Delivery)

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