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Remote Review: Maintaining Scalability and Business Impact

Corporate legal departments and law firms must maintain business continuity during these uncertain times as they respond to litigation and internal investigations in a cost-effective manner. With a recently transitioned shelter-in-place workforce, this webinar explores how to assemble scalable document review teams that perform quality work, provide visibility to counsel, identify cost-savings opportunities, and drive outcome-based solutions during the review process.
•Presenters:
oCody Gavalier, Site Director – Global Litigation Services, UnitedLex, cody.gavalier@unitedlex.com
oTamara Barnes, Site Director – Global Litigation Services, UnitedLex, tamara.barnes@unitedlex.com
Sponsored by EDRM partner UnitedLex
Recorded May 14 2020 38 mins
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Presented by
Cody Gavalier and Tamara Barnes of UnitedLex
Presentation preview: Remote Review: Maintaining Scalability and Business Impact
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  • A Guide to eDiscovery in Artificial Intelligence Jul 8 2021 5:30 pm UTC 75 mins
    Daniel Garrie, co-founder of Law & Forensics
    The electronic discovery process is an essential part of litigation. In the case of eDiscovery — which involves volumes of structured and unstructured data that lawyers must sift through — artificial intelligence (AI) can dramatically improve this critical legal process. AI technology can have a drastic impact on how legal teams spend their valuable time.
    The use of AI in eDiscovery offers numerous advantages, both in finding relevant documents much more quickly, thereby increasing efficiency and reducing costs, and also in detecting a bigger volume of information to broaden and deepen the understanding of the subject matter itself.
    This presentation is presented by Daniel Garrie, co-founder of Law & Forensics, and will cover the benefits of using AI, Technology Assisted Review (TAR), and ethical considerations for attorneys.
  • Humans vs. the Machines: Reassessing the Superiority of Machines in Doc Review Jun 30 2021 5:00 pm UTC 75 mins
    Rishi Chhatwal, Robert Keeling, Peter Gronvall and Nathaniel Huber-Fliflet
    Research comparing the quality of human review to predictive coding (also called technology-assisted review) has clouded the market’s understanding of the importance lawyers play in document review. This view that humans are inferior to machines, largely fueled by misunderstandings of past research, has increased the risk of inadvertent disclosures of sensitive and confidential information when responding to document requests.
    New research published by this webinar’s speakers in the Richmond Journal of Law & Technology challenges this conventional wisdom that machines are “better” than humans and provides legal practitioners with a citable source that may help de-risk their document reviews when using predictive coding.

    This EDRM session will:
    • Explain how the results of prior research on predictive coding has been misunderstood.
    • Quantify the risks associated with relying exclusively on predictive coding, without final human judgment calls.
    • Examine the results of experiments that use real world data to assess the quality of review when combining predictive coding with human judgment calls.

    Speaker Bios:
    Rishi P. Chhatwal is Assistant Vice President, Senior Legal Counsel at AT&T Services, Inc.

    Robert Keeling is a partner at Sidley Austin LLP whose practice includes a special focus on electronic discovery matters and he is co-chair of Sidley’s eDiscovery and Data Analytics Group.

    Peter Gronvall is a Senior Managing Director at Ankura where he leads our Global Data & Technology practice group, working with companies and their counsel on a range of service areas including data analytics, machine learning, discovery, forensics, cyber security and information risk advising.
    Nathaniel (Nate) Huber-Fliflet is a Senior Managing Director at Ankura, He consults with law firms and corporations on advanced data analytics solutions and legal technology services.
  • Faux Courtroom: Creating a Studio for Remote Trial Appearances Jun 24 2021 5:00 pm UTC 75 mins
    Shannon Bales, Manager of Legal Operations and Justin Treece, Audio Visual Team Lead at Munger, Tolles & Olson
    While trials lessened during the pandemic, they didn’t completely disappear. Remote court appearances happen and it is our job to create an environment where our attorneys could confidently represent our clients. To respond to the challenge, we created our Virtual Courtroom Studios. This setup enabled us to fluidly continue trial, mimic eye to eye contact, present and observe exhibits, record presentations, and adapt to the continuously evolving video conferencing world. Learn about the details of our Studio and how we have used it to stay in the mix and meet our clients demands.

    With expert presenters Shannon Bales, Manager of Legal Operations at Munger, Tolles & Olson and Justin Treece, Audio Visual Team Lead at Munger, Tolles & Olson
  • European 2021 Salary Report and Hiring Manager Insights Jun 24 2021 11:00 am UTC 60 mins
    Amit Pandit, Director at APT Search and Mary Mack, CEO EDRM
    As we move towards the light at the end of the tunnel, the European 2021 Salary Report and Hiring Manager Insights report underscores how 2020 impacted our respondents, what people in the industry now expect in the year ahead, and hopefully adds to the discussion around how eDiscovery will grow from strength to strength as we move away from the worst of the effects of the pandemic.

    Join the premiere European recruitment specialist Amit Pandit, Director at APT Search & Selection and Mary Mack, EDRM CEO to discuss the report findings and insights into how our UK eDiscovery community responded to the salary survey.

    Apt Search & Selection are recruitment specialists fully dedicated to the data driven markets of eDiscovery & Legal Technology.
  • Is Your Law Firm Helping You Stay on the Cutting Edge of Tech? Jun 23 2021 5:00 pm UTC 75 mins
    John Davis, Omar Haroun, Heyward Bonyata and Matt Jackson
    Law Firm Partners have a new role to add to their credentials: Tech Advisor. Clients look to their law firm partners to provide best-in-class legal advice. But, with increasing pressure to digitize and “do more with less,” the best advice now must include technology solutions. To stay competitive and deliver value for customers, law firms must not only engage applications to solve both routine and novel legal issues but also provide expertise on driving the most appropriate use of technology on every matter. As a result, legal domain expertise has expanded to encompass a constant eye on technology and an ongoing obligation to vet and engage new technologies that can deliver better results across risk, time, and cost factors.

    Our expert panelists from leading AMLaw100 firms, Crowell & Davis, Sidley Austin, and Nelson Mullins, Riley & Scarborough, will share how they’ve evaluated and implemented technology for their firms and customers, including how they assess various solutions for sensitive data analysis. We will provide helpful takeaways to better equip legal leaders, including:

    • Key questions you should be asking your law firms about the use of technology
    • How law firms get comfortable with the “risk” of new technology
    • “Low hanging fruit” that is ripe for AI and automation
    • Considerations for creating defensible workflows

    Expert Speakers:
    • Omar Haroun (moderator)
    • Matthew Jackson, Counsel at Sidley Austin
    • Heyward Bonyata, Attorney at Nelson Mullins, Riley & Scarborough
    • John Davis, Co-Chair of eDiscovery and Information Management practice at Crowell & Moring
  • Important eDiscovery Case Law Decisions for June 2021 Jun 21 2021 5:00 pm UTC 75 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    eDiscovery case law disputes are continuing to make waves in the courts! Our June monthly webinar of cases covered by the eDiscovery Today blog discusses several unique disputes related to topics ranging from mobile device forensics to deletion of social media accounts to spoliation of video evidence to compelled production of Fitbit data in a civil case and more.

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Cooperation Disputes Over Search Terms and Source Code
    + Compelled Mobile Device Forensics
    + Criminal Litigation and Timeframes for Discovery
    + Spoliation of Video Evidence in a Slip and Fall Case
    + Deletion of Social Media Accounts and Duty to Preserve
    + Discoverability of Fitbit Data in Civil Litigation

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • Forensic Collections (Bit by Bit Imaging) for E-Discovery Activities: Why & When Recorded: Jun 10 2021 61 mins
    Len Robinson, Scott Lefton and Mike Hamilton
    With more employees working remotely, it's more important than ever to ensure you can preserve and collect data in a variety of ways from a variety of sources. Depending on the use case - internal investigation, government or other external investigation, litigation or data breach response -e-discovery professionals must now have forensic collection tools to meet these growing demands from the business.
    In this webcast, learn from e-discovery experts on why forensic collections are so important now and when forensic capabilities are needed.
    Register for this webcast and learn:
    • Why forensics collections are a must have for e-discovery professionals
    • What forensic capabilities are most useful to ensure secure, efficient collections
    Speakers:
    Len Robinson, Computer Forensics and E-Discovery, Delhaize America --
    Scott Lefton, Principal Engineer, Access Data --
    Mike Hamilton, JD, Sr. Managing Director, Exterro -
  • European 2021 Salary Report and Hiring Manager Insights Recorded: Jun 9 2021 60 mins
    Amit Pandit, Director at APT Search and Mary Mack, CEO EDRM
    As we move towards the light at the end of the tunnel, the European 2021 Salary Report and Hiring Manager Insights report underscores how 2020 impacted our respondents, what people in the industry now expect in the year ahead, and hopefully adds to the discussion around how eDiscovery will grow from strength to strength as we move away from the worst of the effects of the pandemic.

    Join the premiere European recruitment specialist Amit Pandit, Director at APT Search & Selection and Mary Mack, EDRM CEO to discuss the report findings and insights into how our UK eDiscovery community responded to the salary survey.

    Apt Search & Selection are recruitment specialists fully dedicated to the data driven markets of eDiscovery & Legal Technology.
  • What a Truly Defensible E-Discovery Process is and How it's Changed Recorded: May 20 2021 64 mins
    Jennifer Feldman, DLA Piper, Matthew Miller, Vice President, Consilio LLC & Michael Hamilton, Exterro
    With growing business risks around how you're managing data, it's imperative that e-discovery professionals are evolving their e-discovery processes to stay defensible.
    In this webcast, learn from experts on how to ensure the defensibility of your e-discovery process across litigation, internal investigations, data privacy activities and data security threats.
    Register and get:
    • Access to new research showcasing how legal executives are protecting their organizations from these growing data risks
    • Best practices for updating your current e-discovery processes to ensure defensibility
    • Technology considerations on what is now needed in your e-discovery tool kit
    Speakers:
    - Jennifer Feldman, DLA Piper Co-Chair, eDiscovery and Information Management practice
    - Matthew Miller, Vice President, Global Information Governance Advisory Services at Consilio LLC
    - Mike Hamilton, Sr. Managing Director - Marketing
  • Important eDiscovery Case Law Decisions for May 2021 Recorded: May 19 2021 67 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    eDiscovery case law disputes are no picnic! Our May monthly webinar of cases covered by the eDiscovery Today blog discusses several unique disputes related to topics ranging from default judgment sanctions granted to social media discovery compelled for a deactivated account to a motion to compel personal email in a contract interference case to authorized production of social media data for 250 plaintiffs and more.

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Sanctions Over Spoliation of Temporary Data in Transit
    + Sanctions Over Loss of Audio Recordings
    + Default Judgment Sanctions in Opioid Litigation
    + Discovery from Deactivated Facebook Account
    + Mass Discovery of Social Media Data from Plaintiffs
    + Production of Personal Email in Company Dispute

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • ASK THE EXPERT: Pandemic Re-entry Job Strategies Recorded: May 18 2021 65 mins
    Jared Coseglia, Mary Mack & Kaylee Walstad
    This webinar will give you exclusive and totally transparent access to the industry’s leading talent agent, Jared Coseglia, CEO and founder of TRU Staffing Partners, and e-discovery luminaries Mary Mack and Kaylee Walstad of EDRM. Topics will include why now is the best time to change jobs in e-discovery in 20 years, why inflation for project manager salaries is imminent, why entry-level talent has unprecedented opportunity to break into the business at the analyst and data-processor level, and why e-discovery continues to lose talent to the data privacy community. Attendees should bring all their burning questions, as there will be ample opportunity to ask anything about thriving as an e-discovery practitioner!
  • InfoGov as a Critical 1st Step to the EDRM Recorded: May 13 2021 57 mins
    Matt Mahon, Andrew Spett, Esq. and Eric Parish
    In this webinar, our EDRM and CIGO-certified experts will discuss how Information Governance (InfoGov) is truly the critical and foundational first step to the EDRM.
    We’ll cover, a brief history of InfoGov and explain why all eDiscovery and legal practitioners need to treat it as a key component to the EDRM – and how to do so.
    Also learn:
    • Risk, privacy, compliance concerns related to InfoGov
    • How cost savings from eDiscovery matters could fund an entire InfoGov program
    • Why collecting targeted data, properly, will save resources
    • How to start your InfoGov program today

    Speakers:
    Matt Mahon has 14-years’ experience with Ricoh supporting organizations with information governance and litigation support strategies including data remediation, litigation hold, preservation, collection, data processing, review, and production. Matt lectures widely on the topics including IoT, the impact of Emojis and social media in workplace communications, data governance, and eDiscovery.

    Andrew Spett, Esq. has more than 25-years of experience in the legal vertical and has been in the Information Governance, Computer Forensic, and eDiscovery fields since 2006. Andrew presently works as an information governance consultant, with subject-matter expertise in eDiscovery, with Ricoh USA. He is a Certified Information Governance Officer (CIGO) and Information Governance Professional (IGP).

    Eric Parish is an Information Governance Professional and eDiscovery expert with more than 17-years’ experience in the legal vertical. He is an information governance consultant for Ricoh USA Legal covering the Pacific Northwest and upper Midwest, helping organizations better manage, secure, and optimize data to improve decision making, reduce cost and minimize risk.
  • Square Peg: 5 Reasons Why eDiscovery Is Not a Data Breach Response Solution Recorded: Apr 29 2021 44 mins
    Adi Elliott, Chief Revenue Officer at Canopy
    Square Peg, Round Hole: 5 Reasons Why eDiscovery Is Not a Data Breach Response Solution

    When a breached data incident occurs, do you turn to eDiscovery tools? If so, you’re not alone — but that decision could compromise your project’s accuracy and cost you extra time and money, especially when working with large or complex data sets.

    Join Adi Elliott, CRO at Canopy, as he shares how AI and machine learning are transforming the speed, accuracy, and efficiency of data breach response, distinguishing it from eDiscovery into a market of its own.

    Presenter:
    Adi Elliott, Chief Revenue Officer at Canopy

    Adi Elliott brings more than a decade of leadership experience in the legal software and services industries to his role leading Canopy’s global sales and marketing functions. Adi has extensive experience building and leading high-performance marketing, sales, product, and strategy teams. He’s held leadership roles at three companies with $100M+ liquidity events, led multiple marketing and product teams recognized for innovation, and led the positioning, branding, and definition of three of the strongest corporate & product brands in the eDiscovery market. He has deep experience in business operations, strategic planning, and corporate development.

    Prior to joining Canopy, Adi led strategy for Epiq’s global eDiscovery business. He joined Epiq via the acquisition of Iris Data Services, where he led product and marketing. Before his time at Iris, Elliott founded and led Relativity’s marketing and enterprise sales teams.

    In his free time, Adi enjoys hiking with his wife in the Pacific Northwest, playing basketball, and cheering for the Portland Trail Blazers. And thanks to his three sons, he somehow became pretty serious about playing Pokémon Go.
  • Important eDiscovery Case Law Decisions for April 2021 Recorded: Apr 19 2021 66 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    Interesting case law decisions are in full bloom! Our April monthly webinar of cases covered by the eDiscovery Today blog discusses several unique disputes related to topics ranging from production of legal hold letters to scope of protective orders, to discovery of Slack data, to dispute over production of hyperlinked internal documents and more.

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Compelled Production of Legal Hold Letters
    + Rule 45 Third Party Subpoenas of Competitors
    + Disputes Over 30(b)(6) Witnesses
    + Scope of Protective Orders
    + Discovery of Slack Data
    + Production of Hyperlinked Internal Documents

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • The Evolving Role of E-Discovery within Broader Legal GRC Initiatives Recorded: Apr 8 2021 58 mins
    Linda Luperchio, David Yerich, Nancy Patton
    The ACC’s 2021 CLO Survey Report highlighted converging market trends that are shaping why Legal must more closely align with their colleagues in Privacy, Compliance, IT, Security and other departments. The skills and experience of e-discovery professionals are now required to address compliance mandates related to privacy, investigations, breach response and other critical business challenges.
    Register for this webcast to learn how to take your career to the next level and support your organization’s broader Legal Governance, Risk and Compliance (GRC) initiatives.
    In this webcast you’ll learn:
    • The emerging business challenges that require e-discovery skills
    • The trends supporting the implementation of a Legal GRC strategy
    • How to leverage your experience, further your career and deliver value to your company’s Legal GRC efforts.
    Speakers:
    - Linda Luperchio, Director of E-Discovery and IG, Hanover Insurance -- https://www.linkedin.com/in/linda-luperchio-ceds-2a319916/

    - David Yerich, Director of E-Discovery, UnitedHealth Group -- https://www.linkedin.com/in/david-Yerich-91029ab/
    - Nancy Patton, Exterro -- https://www.linkedin.com/in/nancybpatton/
  • Fireside Chat with Zapproved CEO Monica Enand: The Journey to ZDiscovery Recorded: Apr 6 2021 49 mins
    Mary Mack, Monica Enand
    Join us on April 6th as Monica Enand, Founder and CEO of Zapproved, discusses how an early strategic decision to focus on the challenges of corporate legal teams has shaped the company’s journey from industry-leading legal holds to the expansion into collections, processing and review, and now, the fully-integrated ZDiscovery platform. Hear Monica’s perspective on how corporate ediscovery challenges will continue to evolve and how, drawing from deep expertise gained from over a decade of working closely with corporate legal customers, ZDiscovery was designed to handle them.
  • Addressing Technology Challenges Introduced by the COVID-19 Pandemic Recorded: Mar 25 2021 64 mins
    Scott Elder, Robert Keeling, David Yerich, Mary Mack, Rishi Chhatwal
    Technology has presented new challenges for corporations as they cope with the impact of the pandemic. Coordinating legal holds and managing preservation and collection activities has been complicated, since so many full-time employees are now working from home. Given this unprecedented time, remote work has become a security nightmare. How do you fix it? Is the answer to turn to outside service providers? How can the right eDiscovery software platform help you address today’s data challenges, given the fact that corporate internal investigations are on the rise? Join us virtually, as we plan to answer these questions and discuss the ways to which you can improve your work environment and optimize productivity.

    Expert Presenters:
    Moderator - Mary Mack, CEO at EDRM
    Panelist - Robert Keeling, Partner at Sidley - https://www.sidley.com/en/people/k/keeling-robert-d.
    Panelist - Rishi Chhatwal, Assistant Vice President - Senior Legal Counsel, Antitrust & Enterprise eDiscovery at AT&T - https://www.linkedin.com/in/rishi-chhatwal-0227a07/.
    Panelist - David Yerich, Director of eDiscovery at UnitedHealth Group - https://www.linkedin.com/in/david-yerich-91029ab/.
    Panelist - Scott Elder, CTO at Lumix by Now Discovery - https://www.linkedin.com/in/scott-elder-4b4653a/.
  • Transforming the Status Quo through Data: Spotlight on eDiscovery Advisory Recorded: Mar 24 2021 63 mins
    Jason Velasco, Jason Thompson and Michael Epstein
    "Siloed systems and “status quo” processes needed to be re-engineered to create data-driven businesses that can extract knowledge and intelligence from data.

    Join Jason Velasco, founder of eDiscovery Advisory, as he shares more about the global team of advisors, project managers, and staff helping to transform what eDiscovery is for small to medium sized businesses."
  • Important eDiscovery Case Law Decisions for March 2021 Recorded: Mar 23 2021 64 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    eDiscovery Case Law “marches” on! Our March monthly webinar of cases covered by the eDiscovery Today blog discusses several disputes related to topics ranging from social media discovery, to discovery of video evidence, to permissible border searches of electronic devices, to use of file deletion software and sanctions and more.

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Social Media Discovery Disputes
    + Existence of Video Evidence and Burden of Proof
    + Border Searches of Electronic Devices
    + Potentially Unwarranted Sanctions
    + Scope of Third Party Subpoenas
    + Use of File Deletion Software and Intent to Deprive

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • A Better Way for Privilege Review: Harnessing AI for Accuracy & Productivity Recorded: Mar 16 2021 59 mins
    David Cohen, Partner at Reed Smith and EDRM Chair of Project Trustees Omar Haroun, Co-Founder & COO at Text IQ
    Privilege review is in general a time-consuming and manually intensive process - with good reason. Missing even a single document in a privilege screen can directly influence the outcome of a matter. Even as legal teams embrace innovation for other workflows, the risk of getting privilege review wrong has stood in the way of new approaches.

    In this webinar, we will discuss how AI can reduce risk by better identifying potentially privileged documents, and improve the productivity of review teams by focusing their expertise on tough calls.

    Join us to learn more about
    • How AI can look beyond the four corners of the document for privilege determination
    • How automated document scoring can enhance productivity of review teams
    • How reviewer QC and annotation can help refine AI accuracy
    • How AI technology has performed for live matters

    Expert Presenters
    David Cohen, Partner at Reed Smith and EDRM Chair of Project Trustees and Omar Haroun, Co-Founder and COO at Text IQ
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  • Title: Remote Review: Maintaining Scalability and Business Impact
  • Live at: May 14 2020 5:00 pm
  • Presented by: Cody Gavalier and Tamara Barnes of UnitedLex
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