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Important eDiscovery Case Law Decisions of 2017 and Their Impact on 2018

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
Recorded Jan 11 2018 63 mins
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Presented by
Doug Austin and Tom O'Connor
Presentation preview: Important eDiscovery Case Law Decisions of 2017 and Their Impact on 2018

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  • Channel
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  • 2018 eDiscovery Year in Review Dec 12 2018 6:00 pm UTC 60 mins
    Doug Austin and Tom O'Connor
    2018 was a very busy and significant year from an eDiscovery standpoint. This year has had everything from new data privacy laws here and in Europe to the use of Internet of Things (IoT) devices in discovery to important trends regarding the use (or non-use) of Technology Assisted Review (TAR) to a landmark SCOTUS case regarding accessing cell phone location data without a warrant. What do you need to know about important 2018 events and how they impact your eDiscovery efforts? This CLE-approved* webcast will discuss key events and trends in 2018, what those events and trends mean to your discovery practices and predictions for 2019. Topics include:

    + Technology Competence Trends and Developments
    + CLOUD Act and the Microsoft Ireland Case
    + General Data Protection Regulation (GDPR) and California Data Privacy Law
    + Data Privacy and Cybersecurity Trends and Challenges
    + SCOTUS Ruling in Carpenter v. US
    + Technology Assisted Review (TAR) Trends
    + Internet of Things (IoT) Devices as Sources of ESI
    + Business and Investment Trends within eDiscovery
    + Form of Production Trends and Disputes
    + New Resources for eDiscovery Best Practices

    Presentation Leaders:

    Doug Austin is the VP of Products and Professional Services for CloudNine where he 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 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.
  • The “Luddite” Lawyer: Will Lawyers Ever Embrace Technology? Recorded: Nov 28 2018 66 mins
    Doug Austin and Tom O'Connor
    Technology Assisted Review (TAR) has been court approved for nearly seven years now and other technologies and approaches have been proven to save time and money while even improving quality within the discovery process. Yet, many lawyers still have yet to embrace these new technologies and approaches. Why, and what needs to happen to change things? This CLE-approved* webcast will discuss a lawyer’s ethical duty to understand technology, how to address today’s challenges and embrace approaches for addressing those technologies, pertinent case law regarding the use of technology and resources for more information. Topics include:

    + Ethical Duties and Rules for Understanding Technology
    + Addressing Discovery of Various Sources of ESI Data
    + Understanding the Goals for Retrieving Responsive ESI
    + Considerations and Challenges for Using Technology Assisted Review
    + Considerations for Form of Production
    + Key Case Law Related to Technology Challenges
    + Resources for Expanding Your Technical Expertise
    + Recommendations for Becoming Technology Competent
    + Resources for More Information


    Presentation Leaders:

    Doug Austin is the VP of Products and Professional Services for CloudNine where he 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 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.
  • Get a “Clue” Regarding Your eDiscovery Process Recorded: Oct 31 2018 69 mins
    Doug Austin, Tom O'Connor, and Mike Quartararo
    As evidenced by some high-profile recent eDiscovery disasters, managing eDiscovery projects is more complex than ever. Not only have the volume and variability of ESI data sources increased dramatically, but there are often more stakeholders in eDiscovery projects today than characters on the board game Clue©. Successful eDiscovery today means not only meeting your obligations, but also making sure that each stakeholder in the process succeeds as well. This CLE-approved* webcast will discuss the various participants in the eDiscovery process, what motivates each of them, and best practices on how to avoid becoming the next high-profile eDiscovery disaster. Topics include:

    + The Process: Managing the Project from Initiation to Close
    + The Phases: Managing the Flow of ESI Before and During the Process
    + The Players: Goals and Objectives of Each eDiscovery Stakeholder
    + Whodunnit?: Lessons Learned from a Large Financial Institution’s Mistakes
    + Whodunnit?: Lessons Learned from a Government Entity’s Mistakes
    + Whodunnit?: Lessons Learned from a Medical Center’s Mistakes
    + Recommendations for Avoiding Your Own Mistakes
    + Resources for More Information

    Presentation Leaders:

    Doug Austin is the VP of Products and Professional Services for CloudNine where he 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 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.

    Mike Quartararo is the founder and managing director of eDPM Advisory Services. He is also the author of the 2016 book Project Management in Electronic Discovery, the only book to merge project management principles and best practices in electronic discovery.
  • CloudNine Training Snapshot: Concordance Desktop Updating Image Bases Recorded: Oct 1 2018 6 mins
    Travis Ballenger, Solutions Consultant
    A snapshot demonstration of the process required to update an image base within Concordance Desktop.

    Some of the various ways in which to update a Concordance Desktop image base are renaming media paths and folders, editing or deleting media keys and calculating and updating the page count for an image base. Use Concordance Desktop’s Image Base Management feature to accomplish each of these tasks.
  • CloudNine Electronic Discovery Loader Settings Overview Recorded: Oct 1 2018 8 mins
    Terry Leang, CloudNine Solutions Consultant
    An overview of the configurable settings in the LAW PreDiscovery Electronic Discovery Loader, that are specific to the type of source you’re importing. Based on policies and project specifications, the settings tab is used to determine how specific file types will be handled during the import process, such as extracting the contents of an archive or detecting duplicate files, as well as how the files will be organized in the folder view of LAW PreDiscovery.
  • Law Prediscovery Electronic Discovery Loader Recorded: Oct 1 2018 6 mins
    Terry Leang, CloudNine Solutions Architect
    A snapshot demonstration of an introduction to the LAW PreDiscovery Electronic Discovery Loader.
  • Preparing for Litigation Before it Happens Recorded: Sep 26 2018 62 mins
    Doug Austin and Tom O'Connor
    Information Governance (IG) has always been part of the eDiscovery landscape and it has always been important for reducing the population of potentially responsive electronically stored information (ESI) that might be subject to litigation by helping organizations adopt best practices for keeping their information “house in order”. But now with an increased concentration on the two-fold concerns of privacy and security, IG has become more important than ever. This CLE-approved* webcast will explore the implementation of Information Governance best practices to help organizations better prepare for litigation before it happens. Topics include:

    + Minority Report: Pre-Case for Litigation Avoidance
    + What Information Governance is and What it Isn't
    + General Principles for Information Governance
    + Who Uses Information Governance?
    + IG Considerations and Issues
    + Basic Information Governance Solutions
    + Information Governance vs. Analytics
    + How Privacy/Security Has Impacted the Importance of an IG Program
    + Recommendations for Implementing an IG Program

    * MCLE Approved in Selected States

    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.
  • Litigate or Settle? Info You Need to Make Case Decisions Recorded: Aug 29 2018 65 mins
    Doug Austin and Tom O'Connor
    People say that fewer and fewer cases go to trial these days. Is that true. Regardless of whether it is or not, what information do you need to know to make an informed decision whether or not to litigate or settle the case and how do you gather that information? This CLE-approved* webcast will discuss how litigation has evolved over the years, how that impacts discovery and what you need to know to decide on the best course of action for each case. Topics include:

    + How Litigation Has Evolved
    + The Importance of Deciding Correctly
    + eDiscovery Considerations
    + Covering Your Bases While You Decide
    + Benefits of Early Data Analysis
    + How Much Each GB Can Cost You
    + Why Number of GBs Isn't All You Need to Know
    + Why You Should Test Searches Before Meet and Confer
    + Other Tips and Tricks to Know for a Successful Outcome

    * MCLE Approved in Selected States

    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.
  • Key eDiscovery Case Law Review for First Half of 2018 Recorded: Jul 25 2018 61 mins
    Doug Austin and Tom O'Connor
    Legal precedents set by past case law decisions remain one of the best ways to guide lawyers on how to do their job, especially when it relates to eDiscovery best practices. Case law examples help lawyers avoid mistakes made by others, as well as saving time and money for their clients. This CLE-approved* webcast session will cover key case law covered by the eDiscovery Daily Blog during the first half of 2018 to enable lawyers to learn from these cases. Key topics include:

    + Is there a template for how parties should cooperate in a Technology Assisted document review?
    + Should a plaintiff be allowed to email all defendant employees to see if they have responsive documents?
    + Will fabrication of text messages result in sanctions post Rule 37(e)?
    + Can Twitter be compelled to produce direct messages between their own employees?
    + Can an individual be compelled to produce private Facebook photos by the opposing party?
    + How have proportionality considerations in the 2015 Federal rules affected scope of discovery?
    + Should a receiving party be granted a quick peek at privileged documents to resolve privilege disputes?
    + Should border searches of electronic devices require a warrant?
    + Can you be sanctioned for discovery violations even after a jury verdict?

    * MCLE Approved in Selected States

    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.
  • Collecting Responsive ESI from Difficult Places Recorded: Jun 20 2018 66 mins
    Doug Austin and Tom O'Connor
    Believe it or not, there was a time when collecting potentially responsive ESI from email systems for discovery was once considered overly burdensome. Now, it’s commonplace and much of it can be automated. But, that’s not where all of the responsive ESI resides today – much of it is on your mobile device, in social media platforms and even in Internet of Things (IoT) devices. Are you ignoring this potentially important data? Do you have to hire a forensics professional to collect this data or can you do much of it on your own? This CLE-approved* webcast will discuss what lawyers need to know about the various sources of ESI today, examples of how those sources of data can be responsive to litigations and investigations, and how lawyers may be able to collect much of this data today using intuitive applications and simple approaches. Topics include:

    + Challenges from Various Sources of ESI Data
    + Ethical Duties and Rules for Understanding Technology
    + Key Case Law Related to Mobile Devices, Social Media and IoT
    + Options and Examples for Collecting from Mobile Devices
    + Options and Examples for Collecting from Social Media
    + Examples of IoT Devices and Collection Strategies
    + Recommendations for Addressing Collection Requirements
    + Resources for More Information

    * MCLE Approved in Selected States

    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.
  • eDiscovery for the Rest of Us Recorded: May 30 2018 63 mins
    Doug Austin and Tom O'Connor
    Does it seem like eDiscovery technology today is only for the “mega-firms” and “mega-cases”? What about for the “rest of us”? Are there solutions for the small firms and cases too? What does the average lawyer need to know about eDiscovery today and how to select a solution that’s right for them? This CLE-approved* webcast will discuss what lawyers need to know about eDiscovery, the various sources of data to consider, and the types of technology solutions to consider to make an informed decision and get started using technology to simplify the discovery process. Topics include:

    + How Automation is Affecting All Industries, including eDiscovery
    + Drivers for eDiscovery Automation Today
    + Challenges from Various Sources of ESI Data
    + Ethical Duties and Rules for Managing Discovery
    + Getting Data Through the Process Efficiently
    + Small Case Examples: Ernie and EDna
    + Key Components of an eDiscovery Solution
    + Types of Tools to Consider
    + Recommendations for Getting Started

    * MCLE Approved in Selected States

    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.
  • Looking to the Future with CloudNine, Concordance and LAW PreDiscovery Recorded: May 17 2018 66 mins
    Doug Austin
    This webcast provides an overview of CloudNine, the vision for our new robust suite of products and how they will extend and enhance your data and legal discovery efforts.

    Webcast Overview:

    CloudNine recently acquired the Concordance, LAW PreDiscovery and Early Data Analyzer platforms. So, who is CloudNine, why did they acquire these products and what is their vision for them going forward? This presentation and technology demonstration led by CloudNine Vice President and eDiscovery Daily Blog author Doug Austin will provide attendees an overview of CloudNine and its capabilities and how the newly acquired products fit into the vision for the future of eDiscovery technology at CloudNine.

    Presentation Highlights:

    + Who is CloudNine?
    + What We Do and How We Solve the Problems
    + Considerations for On-Premise, Off-Premise and Hybrid Approaches
    + What the Acquisition Means for Current On-Premise Customers
    + Looking to the Future with CloudNine Off-Premise and On-Premise Products

    Demonstration Highlights:

    + CloudNine Automated Legal Hold
    + CloudNine eDiscovery Platform (Upload/Process/Review/Produce)
    + CloudNine Automated Data Preservation and Collection

    Expected Duration: 60 Minutes Presentation + Q&A (As Required)

    CloudNine Software Showcase Presenter: 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.
  • Looking to the Future with CloudNine, Concordance and LAW PreDiscovery Recorded: May 8 2018 68 mins
    Doug Austin
    This webcast provides an overview of CloudNine, the vision for our new robust suite of products and how they will extend and enhance your data and legal discovery efforts.

    Webcast Overview:

    CloudNine recently acquired the Concordance, LAW PreDiscovery and Early Data Analyzer platforms. So, who is CloudNine, why did they acquire these products and what is their vision for them going forward? This presentation and technology demonstration led by CloudNine Vice President and eDiscovery Daily Blog author Doug Austin will provide attendees an overview of CloudNine and its capabilities and how the newly acquired products fit into the vision for the future of eDiscovery technology at CloudNine.

    Presentation Highlights:

    + Who is CloudNine?
    + What We Do and How We Solve the Problems
    + Considerations for On-Premise, Off-Premise and Hybrid Approaches
    + What the Acquisition Means for Current On-Premise Customers
    + Looking to the Future with CloudNine Off-Premise and On-Premise Products

    Demonstration Highlights:

    + CloudNine Automated Legal Hold
    + CloudNine eDiscovery Platform (Upload/Process/Review/Produce)
    + CloudNine Automated Data Preservation and Collection

    Expected Duration: 60 Minutes Presentation + Q&A (As Required)

    CloudNine Software Showcase Presenter: 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.
  • Training Snapshot: Selecting Views with CloudNine Recorded: May 3 2018 5 mins
    Brian Kelley
    A snapshot demonstration of the process required to select user views within CloudNine to select a view that best fits with your workflow of reviewing documents.

    Workflows associated with reviewing documents in discovery can be varied, depending on the task to be accomplished during a review, the type of information needed to conduct the review effectively and the individual’s preferred style in conducting the review. CloudNine provides the ability for users to select from three different views of the data: 1) a vertical doc list view that enables you to see the document and metadata within a single screen navigated within a sequential list of documents, 2) a native tree view list that enables a drill down based on the organization of the data loaded and 3) a table view that enables you to view the metadata for multiple records on one form and the document on another form. These three options give reviewers a choice in selecting a view that best fits their workflow.

    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.
  • Looking to the Future with CloudNine, Concordance and LAW PreDiscovery Recorded: May 2 2018 67 mins
    Doug Austin
    This webcast provides an overview of CloudNine, the vision for our new robust suite of products and how they will extend and enhance your data and legal discovery efforts.

    Webcast Overview:

    CloudNine recently acquired the Concordance, LAW PreDiscovery and Early Data Analyzer platforms. So, who is CloudNine, why did they acquire these products and what is their vision for them going forward? This presentation and technology demonstration led by CloudNine Vice President and eDiscovery Daily Blog author Doug Austin will provide attendees an overview of CloudNine and its capabilities and how the newly acquired products fit into the vision for the future of eDiscovery technology at CloudNine.

    Presentation Highlights:

    + Who is CloudNine?
    + What We Do and How We Solve the Problems
    + Considerations for On-Premise, Off-Premise and Hybrid Approaches
    + What the Acquisition Means for Current On-Premise Customers
    + Looking to the Future with CloudNine Off-Premise and On-Premise Products

    Demonstration Highlights:

    + CloudNine Automated Legal Hold
    + CloudNine eDiscovery Platform (Upload/Process/Review/Produce)
    + CloudNine Automated Data Preservation and Collection

    Expected Duration: 60 Minutes Presentation + Q&A (As Required)

    CloudNine Software Showcase Presenter: 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.
  • Training Snapshot: Creating Fields with CloudNine Recorded: Apr 27 2018 10 mins
    Brian Kelley
    A snapshot demonstration of the process required to create new user metadata fields within CloudNine to track and classify documents and the review and production process.

    Classifying documents as responsive, non-responsive or privileged and recording and tracking information about the documents during the review and production process is key to effective management of the discovery process as a whole. CloudNine provides the ability for users to create their own metadata fields and share those created fields with other users (if desired) to track and classify documents and manage them throughout the review and production process.

    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.
  • Getting Off the Sidelines and into the Game using Technology Assisted Review Recorded: Apr 25 2018 63 mins
    Doug Austin and Tom O'Connor
    The use of Technology Assisted Review (TAR) has been accepted in the courts for several years, but most lawyers still don’t use it and many still don’t know what it is or how it works. Why not? Are the terms TAR and predictive coding synonymous or are there other forms of TAR that can also facilitate review? This CLE-approved* webcast session will discuss what TAR really is, when it may be appropriate to consider for your case, what challenges can impact the use of TAR and how to get started. Topics include:

    + Understanding the Goals for Retrieving Responsive ESI
    + Defining the Terminology of TAR
    + Different Forms of TAR and How They Are Used
    + Acceptance of Predictive Coding by the Courts
    + How Big Does Your Case Need to Be to use Predictive Coding?
    + Considerations for Using Predictive Coding
    + Challenges to an Effective Predictive Coding Process
    + Confirming a Successful Result with Predictive Coding
    + How to Get Started with Your First Case using Predictive Coding
    + Resources for More Information

    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
  • Training Snapshot: Boolean Searching from CloudNine Recorded: Apr 12 2018 7 mins
    Brian Kelley
    A snapshot demonstration of the process and syntax required to perform boolean searches within CloudNine to combine and connect multiple criteria properly using AND, OR or AND NOT operators.

    When performing searches, the ability to combine multiple criteria into a single search to be performed is key to help achieve a proper balance of recall and precision in that search. Using OR operators between search terms helps expand recall by retrieving documents that meet ANY of the criteria; while using AND or AND NOT operators between search terms help improve precision by only retrieving documents that are responsive if they include all terms (AND) or exclude certain terms (AND NOT). Boolean searching is an important part of efficient search and retrieval of documents to meet discovery requirements.

    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.
  • Training Snapshot: Saved Searches from CloudNine Recorded: Mar 29 2018 5 mins
    Brian Kelley
    Documentation is a key component of a sound discovery process. The ability to automatically save the searches that you have performed not only saves time in retrieving those documents later, but it also helps document the process for performing searches should you have to defend your approach in court.

    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.
  • Training Snapshot: Metadata Searching from CloudNine Recorded: Mar 22 2018 7 mins
    Brian Kelley
    A snapshot demonstration of the various options for searching metadata fields from within the CloudNine eDiscovery Platform to locate documents responsive to specific objective and subjective criteria.

    Metadata is key to the management, tracking, and retrieval of documents within the discovery process. Whether you wish to locate a document sent or received by a particular individual, filter a collection by a relevant date range or locate documents that have been marked as responsive or privileged, the ability to be able to search both the system metadata (that metadata that is extracted from the document when it is processed for review) and user metadata (that metadata used by legal professionals to categorize and track documents during the review and production steps in discovery) is key to being able to manage that document collection efficiently and effectively.

    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.
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: Important eDiscovery Case Law Decisions of 2017 and Their Impact on 2018
  • Live at: Jan 11 2018 6:00 pm
  • Presented by: Doug Austin and Tom O'Connor
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