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Simplifying Discovery: A View From The Cloud

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  • Training Snapshot: Early Data Assessment from CloudNine
    Training Snapshot: Early Data Assessment from CloudNine Brian Kelley Recorded: Jan 18 2018 4 mins
    A snapshot demonstration of the process required to quickly generate an Early Data Assessment (EDA) report from within the CloudNine eDiscovery Platform and to review the information provided in the report.

    EDA reports provide a comprehensive view of the content and context of a collection of electronically stored information (ESI) early in the litigation, audit, or investigation lifecycle to help eDiscovery practitioners better understand, estimate, and plan discovery efforts.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Important eDiscovery Case Law Decisions of 2017 and Their Impact on 2018
    Important eDiscovery Case Law Decisions of 2017 and Their Impact on 2018 Doug Austin and Tom O'Connor Recorded: Jan 11 2018 63 mins
    2017 was a very interesting year for eDiscovery case law and the impact of FRCP rules changes in 2015 became even more apparent. How can the key case law decisions affect discovery within your organization? This CLE-approved* webcast session will cover key 2017 case law decisions covered by the eDiscovery Daily blog and what the legal profession can learn from those rulings. Topics include:

    + Handling objections to production requests
    + Waiver of privilege and Rule 502(d)
    + Case law related to subpoenaed production of international data
    + Control of data stored by a third party
    + Dictation of search terms and production scope by courts
    + Form of production disputes and the issues involved
    + Performing keyword search before Technology Assisted Review
    + The state of sanctions with the new Rule 37(e)

    Presentation Leader: Doug Austin

    Doug is the VP of Products 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • Murphy’s eDiscovery Law: How to Keep What Could Go Wrong From Going Wrong
    Murphy’s eDiscovery Law: How to Keep What Could Go Wrong From Going Wrong Doug Austin and Tom O'Connor Recorded: Dec 1 2017 67 mins
    As data complexity, discovery costs, and regulatory challenges increase in volume and impact, the pulse rate of publicly highlighted eDiscovery mistakes continues to build. While these mistakes are unfortunate for those who experienced them, they can be beneficial to the rest of us in highlighting mistakes you can avoid in your own cases. During this free, one-hour, CLE* presentation, eDiscovery experts Doug Austin and Tom O'Connor will discuss examples of recent eDiscovery disasters and highlight the common characteristics of those disasters and what can be done to avoid them in your own cases. Topics include but are not limited to:

    + Attorney Duty of Competence
    + 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
    + How to Avoid Processing Mistakes that Can Slow You Down
    + Common Searching and Redaction Mistakes and How to Avoid Them
    + Checklist of Items to Ensure a Smooth and Accurate Production
    + Managing Communications: Attorney and Vendor Responsibilities

    Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • ACEDS Webinar: On Premise, Off Premise, or Both? Factors Affecting eDiscovery
    ACEDS Webinar: On Premise, Off Premise, or Both? Factors Affecting eDiscovery Doug Austin Recorded: Nov 15 2017 62 mins
    Many say that the cloud is revolutionizing eDiscovery as we know it, while others still prefer the control of the on-premise eDiscovery solutions they’re used to using. So, what factors should you consider when selecting your own eDiscovery solution? This presentation and technology demonstration led by eDiscovery Daily Blog author and eDiscovery expert Doug Austin will provide attendees with an overview of the different approaches and how both approaches could fit into the workflow of an organization.
  • Lessons Learned from Recent eDiscovery Disasters
    Lessons Learned from Recent eDiscovery Disasters Doug Austin and Tom O'Connor Recorded: Oct 25 2017 63 mins
    The recent eDiscovery failures at Wells Fargo and at the Department of Justice show that eDiscovery mistakes and failures happen even at the largest corporations and government agencies. This CLE-approved* webcast will discuss the various issues that occurred in these high-profile cases and what to do to avoid them in your own cases. Topics include:

    + Attorney Duty of Competence
    + Managing Communications: Attorney Responsibilities
    + Managing Communications: Vendor Responsibilities
    + Recommended Workflows for Tracking Review
    + Common Redaction Mistakes and How to Avoid Them
    + Checking for Personally Identifiable Information (PII)
    + Key Takeaways for Better eDiscovery Project Management

    Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • ACEDS Webcast: On Premise or Off Premise? A Look at eDiscovery Security
    ACEDS Webcast: On Premise or Off Premise? A Look at eDiscovery Security Doug Austin and Tom O'Connor Recorded: Oct 11 2017 61 mins
    Today, when consumers are considering their eDiscovery technology choices, there are more factors to consider than ever. In addition to considering the functionality of the software application, you now also have to consider whether to buy or “rent” the application, how the software is delivered to you and whether it’s required to be within your firewall or can be an off-premises solution. This CLE-approved* webcast session will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. Key topics include:

    + Drivers for eDiscovery Technology Solution Decisions Today
    + eDiscovery Industry Market Trends and Their Relation to General Industry Trends
    + What Law Firms are Saying about the Technology
    + What Industry Analysts are Saying about the Technology
    + The Cloud vs. No Cloud Debate
    + Why Not All Cloud Solutions Are the Same
    + A Comparative Approach to eDiscovery Technology
    + Putting a Face on Solutions and Risks
    + Key Components of an eDiscovery Technology Solution

    Panel Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters where he has worked on numerous major cases, most recently the BP litigation. He has also been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence and specializes in negotiating ESI exchange protocols.

    * MCLE Approved in Selected States
  • Holy ****, The Case is Filed!  What Do I Do Now?
    Holy ****, The Case is Filed! What Do I Do Now? Doug Austin and Tom O'Connor Recorded: Sep 27 2017 66 mins
    The first days after a complaint is filed are critical to managing the eDiscovery requirements of the case efficiently and cost-effectively. With a scheduling order required within 120 days of the complaint and a Rule 26(f) “meet and confer” conference required at least 21 days before that, there’s a lot to do and a short time to do it. Where do you begin? This CLE-approved* webcast will discuss the various issues to consider and decisions to be made to help you meet your discovery obligations in an efficient and proportional manner. Topics include:

    + What You Should Consider Doing before a Case is Even Filed
    + Scoping the Discovery Effort
    + Identifying Employees Likely to Have Potentially Responsive ESI
    + Mapping Data within the Organization
    + Timing and Execution of the Litigation Hold
    + Handling of Inaccessible Data
    + Guidelines for Interviewing Custodians
    + Managing ESI Collection and Chain of Custody
    + Search Considerations and Preparation
    + Handling and Clawback of Privileged and Confidential Materials
    + Determining Required Format(s) for Production
    + Timing of Discovery Deliverables and Phased Discovery
    + Identifying eDiscovery Liaison and 30(b)(6) Witnesses
    + Available Resources and Checklists

    Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • Key eDiscovery Case Law Review for First Half of 2017
    Key eDiscovery Case Law Review for First Half of 2017 Doug Austin and Tom O'Connor Recorded: Sep 13 2017 66 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 free and CLE-approved* webcast session will cover key case law covered by the eDiscovery Daily Blog during the first half of 2017.

    Presentation Highlights

    + 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?

    Webinar Presenters

    Doug Austin: VP of Operations and Professional Services, 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.

    Tom O’Connor: eDiscovery Expert and Special Consultant to CloudNine
    Tom is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems.
  • On Premise or Off Premise? A Look at Security Approaches to eDiscovery
    On Premise or Off Premise? A Look at Security Approaches to eDiscovery Doug Austin and Tom O'Connor Recorded: Aug 30 2017 61 mins
    Today, when consumers are considering their eDiscovery technology choices, there are more factors to consider than ever. In addition to considering the functionality of the software application, you now also have to consider whether to buy or “rent” the application, how the software is delivered to you and whether it’s required to be within your firewall or can be an off-premises solution. This CLE-approved* webcast session will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. Key topics include:

    + Drivers for eDiscovery Technology Solution Decisions Today
    + eDiscovery Industry Market Trends and Their Relation to General Industry Trends
    + What Law Firms are Saying about the Technology
    + What Industry Analysts are Saying about the Technology
    + The Cloud vs. No Cloud Debate
    + Why Not All Cloud Solutions Are the Same
    + A Comparative Approach to eDiscovery Technology
    + Putting a Face on Solutions and Risks
    + Key Components of an eDiscovery Technology Solution

    Panel Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters where he has worked on numerous major cases, most recently the BP litigation. He has also been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence and specializes in negotiating ESI exchange protocols.

    * MCLE Approved in Selected States
  • 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

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