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Lessons Learned from Recent eDiscovery Disasters

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
Recorded Oct 25 2017 63 mins
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Presented by
Doug Austin and Tom O'Connor
Presentation preview: Lessons Learned from Recent eDiscovery Disasters

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  • Important eDiscovery Case Law Decisions of 2017 and Their Impact on 2018 Jan 11 2018 6:00 pm UTC 75 mins
    Doug Austin and Tom O'Connor
    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 Recorded: Dec 1 2017 67 mins
    Doug Austin and Tom O'Connor
    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 Recorded: Nov 15 2017 62 mins
    Doug Austin
    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 Recorded: Oct 25 2017 63 mins
    Doug Austin and Tom O'Connor
    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 Recorded: Oct 11 2017 61 mins
    Doug Austin and Tom O'Connor
    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? Recorded: Sep 27 2017 66 mins
    Doug Austin and Tom O'Connor
    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 Recorded: Sep 13 2017 66 mins
    Doug Austin and Tom O'Connor
    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 Recorded: Aug 30 2017 61 mins
    Doug Austin and Tom O'Connor
    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 Recorded: Jul 26 2017 72 mins
    Doug Austin, Julia Romero Peter, Esq., and Karen DeSouza, Esq.
    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 Recorded: Jun 28 2017 63 mins
    Doug Austin and Karen DeSouza, Esq.
    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 Recorded: Jun 15 2017 61 mins
    Doug Austin and Karen DeSouza
    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 Recorded: May 31 2017 62 mins
    Doug Austin, Julia Romero Peter, Esq., Sean Hall and Paul Cobb
    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) Recorded: May 11 2017 61 mins
    Doug Austin
    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 Recorded: Apr 27 2017 58 mins
    Doug Austin and Karen DeSouza, Esq.
    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 Recorded: Apr 18 2017 3 mins
    Brian Kelly, Customer Success Manager, CloudNine
    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) Recorded: Apr 13 2017 64 mins
    Doug Austin and Karen DeSouza, Esq.
    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 Recorded: Mar 30 2017 72 mins
    Doug Austin and Julia Romero Peter, Esq.
    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 Recorded: Feb 28 2017 63 mins
    Doug Austin and Karen DeSouza, Esq.
    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)
  • eDiscovery and CloudNine: A Complete Demonstration Recorded: Feb 24 2017 17 mins
    Doug Austin, VP of Ops and Professional Services, CloudNine
    A complete demonstration of CloudNine's SaaS-delivered eDiscovery automation software by industry expert and author Doug Austin. Used extensively by corporations and law firms to simplify legal discovery in litigation, investigations, and audits, CloudNine provides eDiscovery practitioners with a secure platform that enables the upload, review, and production of documents from a fully integrated and automated fourth-generation eDiscovery platform. For a free trial, visit eDiscovery.co.
  • Filtering within CloudNine Recorded: Feb 8 2017 2 mins
    Brian Kelly, Customer Success Manager, CloudNine
    A short demo of the filtering function within the SaaS-delivered eDiscovery automation software from CloudNine. CloudNine simplifies litigation, investigations, and audits for legal, compliance, and security pros by allowing them to upload, review, and produce documents from one platform within minutes. For a free trial, visit eDiscovery.co.
Regular webcasts for data and legal discovery professionals.
Up-to-date and informative webcasts on all things data and legal discovery from the leading provider of discovery automation technology, CloudNine. Regular content includes briefings, presentations, and legal education events designed to intrigue, inform, and improve viewers understanding and execution of audits, investigations, and electronic discovery tasks. Learn more at eDiscovery.co.

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  • Title: Lessons Learned from Recent eDiscovery Disasters
  • Live at: Oct 25 2017 5:00 pm
  • Presented by: Doug Austin and Tom O'Connor
  • From:
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