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Simplifying Discovery: A View From The Cloud

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  • 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
  • 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

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