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Evolving eDiscovery Workflows for the Future

Sponsored by Nuix.

The increasing volume and complexity of data involved in eDiscovery are making it harder for law firms and litigation support vendors to deliver timely, error-free services while still maintaining profitability. Legal service providers are increasingly facing pressure to complete larger volumes of work, faster – but achieving accurate, timely and defensible results requires a high level of technical skill and legal knowledge to prevent errors and rework.

This session will examine case studies of legal service providers that completed workflow and automation projects during the identification, preservation and processing stages of the EDRM. These projects resulted in lower costs of eDiscovery, reduced risk of errors, shared work across teams and offices; and made the output more defensible. The panel of eDiscovery experts will examine the processes these firms went through, the benefits they achieved and the lessons they learned along the way.
Recorded Jan 23 2014 60 mins
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Presented by
Joe Utsler, Alexander L. Shusterman, George Socha, Tom Gelbmann
Presentation preview: Evolving eDiscovery Workflows for the Future
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  • Challenges and Benefits of E-Discovery in the Cloud Mar 22 2018 6:00 pm UTC 60 mins
    EDRM and AccessData
    Legal departments are tasked with managing more data, from more sources than ever before during e-discovery. The exponential growth of data sets, coupled with the need to reduce cost while still ensuring data security and privacy, can feel overwhelming.

    We’ve seen a rapid migration to the cloud by corporations as a way of managing data, reducing overhead expense, improving efficiency and collaboration and other advantages. But the movement to the cloud can also present some challenges, especially when e-discovery requires collection of data out of cloud platforms.

    Join us for a thoughtful discussion on the challenges and advantages of e-discovery and the cloud, where we’ll cover:
    •Key e-discovery considerations when establishing a cloud migration plan
    •Challenges of collecting data stored in the cloud as part of an e-discovery investigation
    •GDPR and other privacy considerations for data in the cloud
    •And more
  • Webinar: A Sneak Peek at Exterro's 2018 Federal Judges Survey Results Recorded: Jan 23 2018 67 mins
    U.S. Magistrate Judge Andrew Peck (SDNY); former U.S. Magistrate Judge Ron Hedges; Michael Hamilton (Exterro)
    Get a sneak peek at new legal research conducted by EDRM/Duke Law, Exterro and BDO Consulting on how judges are enforcing new e-discovery rules in their courtrooms along with judicial insight for improving e-discovery outcomes. In this webinar, two federal judges will walk attendees through the judges survey results and offer their own perspectives for implementing defensible but yet proportional e-discovery practices.

    We'll discuss what federal judges see as:

    - The primary cause of e-discovery problems and how to fix them
    - The easiest way for legal teams to improve e-discovery outcomes
    - The "must-do" preservation activities to ensure your actions are defensible

    Hosted by George Socha, cofounder, EDRM. Sponsored by Exterro.
  • Breaking Down TAR and Its Uses Recorded: Jan 18 2018 63 mins
    U.S. Magistrate Judge Andrew Peck (SDNY); Matt Poplawski (Winston & Strawn); Harsh Sutaria (Knovos)
    Learn about technology-assisted review methodologies, workflows, and uses in this comprehensive overview of TAR. We'll review what predictive coding methods are available, how they work, and what methods are recommended for specific situations. And we'll hear from a federal judge on why you need to understand TAR.

    Hosted by Jim Waldron, director, EDRM. Sponsored by Knovos.
  • 2017 In-House E-Discovery Trends Analysis Recorded: Oct 17 2017 62 mins
    George Socha (BDO and EDRM), Jim Waldron (EDRM), Joe Mulenex (Exterro)
    The year is almost over, but before we start looking ahead to 2018 it's important to look back and clearly understand how your e-discovery and legal processes stack up against those of your peers. In this upcoming webcast, learn how in-house legal departments are trying to become more productive and reduce legal spend. We'll review new legal research conducted by EDRM/Duke, Exterro and BDO Consulting to examine trends, what's working, and what's not.
  • Cross-border e-discovery and data sharing: Asia, E.U. and U.S. perspectives Recorded: Sep 19 2017 60 mins
    Sponsored by Dechert LLP; hosted by Jim Waldron, director of EDRM.
    Join us for a discussion of the E.U. General Data Protection Regulation and the new People’s Republic of China data privacy law and the potential impact on e-discovery in litigation. We'll also discuss how changing technologies in cloud computing might impact preservation and collection in e-discovery, including cross-border data sharing. Presenters include experienced attorneys from Dechert LLP based in the U.S., Asia and the E.U. The session will conclude with a Q&A.

    Moderator: Jim Waldron – Director, EDRM
    Timothy C. Blank – Partner, Boston
    Hilary Bonaccorsi – Associate, Boston
    Dr. Olaf Fasshauer – National Partner, Munich
    Philip Kwok – Associate, Hong Kong
  • Practical Tips for a Successful First TAR Project Recorded: Aug 8 2017 63 mins
    George Socha, Kelly Atherton, and Sam Merritt
    Technology Assisted Review (TAR) has been judicially approved for use in appropriate cases for several years now and is a powerful tool to maximize efficiency, accuracy, and savings in document review, legal investigations, and beyond. Yet most corporate legal departments and law firms are not utilizing this tool. What is holding them back? In this webinar sponsored by NightOwl Discovery, learn from industry experts about low-risk use cases for your first predictive coding project and practical tips from the trenches on what has (and has not) worked to educate and prepare the legal team to use TAR (or predictive coding), to set up the project and deadlines, and to effectively train the system to most efficiently categorize and rank documents.
  • Technology Assisted Review: What You Need to Know, Ask, and Expect Recorded: Aug 3 2017 63 mins
    George Socha, Bonnie Kennedy, Avi Benayoun, Adam Strayer
    Join George Socha, co-creator of the EDRM, as he moderates a conversation with Bonnie Kennedy of Delta Air Lines, Avi Benayoun of Greenberg Traurig and Adam Strayer of BDO. They will discuss the TAR workflow and the importance of open communication between and among the client, the law firm, and the service provider. These three litigation and ediscovery experts will talk about expectations, transparency, and some of the information black holes that can develop during the predictive coding process.
  • How to Evaluate the Security of an E-Discovery Vendor Recorded: Apr 25 2017 60 mins
    Gavin Manes, Ph.D., CEO, Avansic; Amy Sellars, Assistant General Counsel, Walmart
    EDRM recently released the EDRM Security Audit Questionnaire, designed to help corporations and law firms evaluate the security capabilities of cloud providers and third parties offering electronic discovery or managed services. In this webinar, two of the questionnaire’s designers will provide legal, IT, and corporate professionals with practical guidelines for conducting a security audit.

    Presenters will introduce the questionnaire and walk through key benchmarks, weighting, scoring, and best practices for using the questionnaire to evaluate providers. The questionnaire is an Excel-based tool for scoring/assessing the security strengths and weaknesses in any organization. Webinar attendees are encouraged to download and review the Security Audit Questionnaire, available on the EDRM website, prior to the event.

    Speakers will reserve time to answer audience questions about the security audit process. Jim Waldron, director of EDRM, and George Socha, cofounder of EDRM and managing director at BDO, will moderate the session.
  • EDRM at Duke: What's changed, what's next? Recorded: Apr 4 2017 59 mins
    James Waldron, director, EDRM, and George Socha, co-founder, EDRM
    EDRM has been acquired by Duke Law School’s Center for Judicial Studies. How will this new partnership change EDRM? Where is e-discovery headed in 2017, and how will EDRM maintain and amplify its leadership as a resource for insight and educational tools in e-discovery?

    Join us for this webinar to meet the new EDRM team at Duke Law School and hear from Jim Waldron, director, and George Socha, co-founder, on the future of EDRM at Duke, new priority projects, and e-discovery predictions for 2017.
  • Managed Services – Treat the Cause… Not the Symptoms Recorded: Sep 21 2016 60 mins
    Stephen Whestone, Brad Harris, Bonnie Kennedy, George Socha, Tom Gelbmann
    EDRM webinar sponsored by Stroz Friedberg

    Successful companies abide by a fundamental business principle: “If you can’t measure it, you can’t manage it.” Lawyers and electronic discovery professionals, however, have been slow to adopt this bedrock tenet, relying instead on more reactive and subjective approaches. As regulatory requirements, data volumes and types, and budget pressures mount, proactively managing litigation portfolios can provide substantial differentiated value. In this webinar, our experts will discuss how pre-defined, comprehensive, and legally defensible managed services programs foster faster identification of responsive and critical information, more efficient and predictable spending, and better litigation outcomes.

    •Stephen D. Whetstone
    Executive Managing Director & Leader, Electronic Discovery & Disclosure
    Stroz Friedberg

    •Brad Harris
    Vice President of Product Strategy
    Zapproved, Inc.

    •Bonnie Kennedy
    eDiscovery Manager
    Delta Air Lines
  • Considerations for Corporate Legal Managing E-Discovery Recorded: Sep 7 2016 61 mins
    Amy Sellars, Sarah Thompson, George Socha, Tom Gelbmann
    EDRM Webinar sponsored by Zapproved

    Considerations for Corporate Legal Teams Managing E-Discovery in a Changing Tech Environment

    As increasing numbers of corporations move to cloud productivity solutions like Microsoft Office 365, Box, Google Apps, and others, the legal department is tasked with the expanded challenge of managing the complex process of e-discovery in an environment where electronically stored information (ESI) is not only growing at an exponential rate but increasing in complexity due to the emergence of cloud sources.

    This webinar will share considerations that will help in-house corporate legal teams navigate this process and illustrate the opportunities and the risks cloud data brings and effectively manage e-discovery in a complex tech environment.

    * Amy Sellars, Attorney, Williams Companies
    * Sarah Thompson, Sr. Product Manager, Zapproved, Inc.
  • 9 Habits of Resilient e-Discovery Leaders, sponsored by kCura Recorded: Aug 25 2016 60 mins
    Doug Kaminski, Barclay Blair, Brian Stempel, George Socha, Tom Gelbmann
    EDRM webinar sponsored by kCura

    9 Habits of Resilient e-Discovery Leaders

    e-Discovery is one of the most stressful, demanding, and high-stakes experiences that practitioners can go through. What do resilient e-discovery leaders do differently as they face setbacks or chronic adversity? The team will share insights into information leadership gleaned from their research and experience working with lawyers, technologists, and other IG professionals, helping organizations through the e-discovery process.

    * Barclay T. Blair, Executive Director and Founder, Information Governance Initiative
    * Doug Kaminski, Director, Major Accounts, Enterprise Sales, kCura
    * Brian Stempel, Director Litigation Technology, Kirkland & Ellis LLP

    George Socha, Co-Founder, EDRM and Managing Director, BDO
    Tom Gelbmann, Co-Founder, EDRM
  • “Shift Left”- A New Age of eDiscovery – Analytics and ECA Recorded: Jun 30 2016 61 mins
    Xavier Diokno, Naz Shwayhat, George Socha, Tom Gelbmann
    “Shift Left”- A New Age of eDiscovery – Analytics and ECA

    Sponsored by LexisNexis

    More than 90% of all cases settle prior to trial, and Early Case Assessment (ECA) can allow an organization to estimate risk when deciding whether to prosecute or defend a case. Employing analytics during ECA can reduce costs and enable more informed judgements during the early stages of discovery. In this interactive panel discussion, our team of experts will discuss their experience in employing ECA and the new age of integrating analytics early in the process. The discussion will include:

    · Strategies on performing an ECA risk/benefit analysis;
    · A new way of thinking: employing analytics in ECA?
    · How does technology fit in to the process? We will include a discussion of challenges and lessons learned.
  • Moving Data Across Borders: No More Safe Harbors EDRM webinar, sponsored by Ipro Recorded: May 17 2016 63 mins
    M. James Daley, Emily Fedeles, Kenneth J. Withers, George Socha, Tom Gelbmann
    When the EU’s highest court invalidated the Safe Harbor protections for transferring data from the EU to the U.S., hundreds of organizations were left scrambling, including law firms, legal service providers, and corporations involved in litigation and investigations. In addition, the proposed EU-wide General Data Protection Regulation (GDPR) may severely limit the data that can be legally transferred outside of the EU. Recently, the EC and the U.S. Department of Commerce announced an agreement to replace the Safe Harbor agreement on transatlantic data flows with a new EU to U.S. “Privacy Shield.” In this webinar, international law experts will review the Privacy Shield and GDPR, with a focus on the tensions they create for multi-national organizations trying to meet U.S. discovery and investigation obligations.

    * M. James Daley, Senior Counsel, Seyfarth Shaw LLP
    * Emily R. Fedeles, Associate, BakerHostetler
    * Kenneth J. Withers, Deputy Executive Director, The Sedona Conference
  • Cybersecurity Threats and Client Confidential Data, Sponsored by Ipro Recorded: May 10 2016 62 mins
    Melinda McLellan, Will Auther, George Socha, Tom Gelbmann
    Cybersecurity Threats and Client Confidential Data: Navigating Risks and Ethical Obligations

    Today's digital landscape is rife with constantly-evolving cybersecurity threats. No organization is immune, and all types of corporate data may be at risk, from personal information about customers and employees to intellectual property, litigation materials, business plans - even financial forecasts. Recent high profile data leaks have put a spotlight on law firm security. As custodians of a treasure trove of confidential client data, law firms and legal service providers often are prime targets for cyber criminals seeking access to highly valuable sensitive information.

    In this fascinating webinar, we'll examine how ethical and professional obligations apply to the privacy and security of client data attorneys maintain, and discuss the types of incidents that frequently lead to significant breach events, including emerging and growing threats such as ransomware and phishing scams. We'll also use a real-world scenario to explore what typically happens when a breach occurs and consider steps lawyers and service providers may take to help safeguard their clients' data.

    * William F. Auther, Partner, Bowman and Brooke LLP
    * Melinda L. McLellan, Counsel, BakerHostetler
  • The Future of E-Discovery: An Analytics Revolution to See your Case More Clearly Recorded: Mar 24 2016 60 mins
    Krista Fuller, Ryan Bilbrey, George Socha, Tom Gelbmann
    Sponsored by LexisNexis, this webinar will focus on using analytics and visualizations to gain better insight into your data:

    Big Data plays a big role in litigation for many law firms and organizations. Having the ability to cull down your data earlier in the litigation cycle enables your firm or organization to work more efficiently and competitively. Technology is increasingly playing a key role in helping firms and organizations effectively identify and manage the data most important to your litigation. This session will discuss the emerging trends around analytics in eDiscovery, and how your firm or organization can implement best practices to ensure the highest quality results at a lower cost than traditional document reviews.

    * Krista Fuller, Director of Product Management, LexisNexis
    * Ryan Bilbrey, Managing Director, OmniVere

    * George Socha, Co-Founder, EDRM
    * Tom Gelbmann, Co-Founder, EDRM
  • EDRM webinar, "Catching the Third Wave of E-Discovery," sponsored by Zapproved Recorded: Mar 23 2016 60 mins
    Eric Hibbard, Jeremy Schaper, Barry C. O’Melia,George Socha, Tom Gelbmann
    Discovery has moved from the time of paper, to the on-premise era, and now to the cloud age. Join our speakers as they discuss the attributes of true e-discovery cloud solutions; compare the benefits and shortcomings of cloud versus more traditional approaches; and help corporate personnel understand how to catch that waving, moving their e-discovery to true cloud solutions.


    * Eric Hibbard, CTO Security & Privacy, Hitachi Data Systems
    * Jeremy Schaper, Chief Technology Officer, BlueStar Case Solutions
    * Barry C. O’Melia, Chief Operations Officer, Digital WarRoom


    George Socha, Co-Founder, EDRM
    Tom Gelbmann, Co-Founder, EDRM
  • Thomson Reuters Introduces eDiscovery Point Recorded: Feb 16 2016 63 mins
    Keith Schrodt, James Jarvis, George Socha
    Discover what attorneys and litigation support managers are high-fiving about. They’re excited about Thomson Reuters’ new, and dare to say revolutionary ediscovery platform: eDiscovery Point. A new ediscovery platform that allows users simultaneously upload and process data; access that data within minutes; achieve accurate search results within seconds of performing a complex search query; as well as several other time and costs saving functionalities like advanced data analysis and predictive coding. Attend this webinar to see how eDiscovery Point will make ediscovery easier for you.

    * Keith Schrodt, JD, MBA; Marketing Manager, Legal Managed Solutions; Thomson Reuters
    * James Jarvis; Vice President, Product & Partner Management; Thomson Reuters

    Moderator: George Socha
  • EDRM webinar, "State of the Industry: TAR & Analytics End of Year Report" Recorded: Dec 10 2015 62 mins
    Greg Buckles, Tammy Doss, George Socha, Tom Gelbmann
    It’s universally accepted that technology assisted review (TAR) speeds review and reduces costs, but many attorneys are still loathe to use it. In the eDJ Group’s recently released 2015 PC-TAR survey, nearly 40% of respondents say they are using TAR less than 5% of the time on their cases. While a majority of respondents say they have tried it, it’s clear that TAR hasn’t crossed the chasm as a go to tool for the legal community yet. Join Greg Buckles, eDJ co-founder and Tammy Doss, VP of Business Operations at Ipro, as they dig into what the survey and interview findings show for analytics and TAR usage and trends as we move into 2016.
  • EDRM webinar, “Practical Options for US Litigators and Investigators Dealing wit Recorded: Dec 3 2015 62 mins
    Jo Sherman, Dominic Jaar, George Socha, Tom Gelbmann
    Please join us on Thursday, December 3, 2015, from 1:00 to 2:00 pm Central as we present the free EDRM webinar, “Practical Options for US Litigators and Investigators Dealing with EU Data,” sponsored by EDT.

    Since early October when the Court of Justice of the European Union deemed the Safe Harbor regime for European data transfers to the US to be invalid, many organizations have struggled to evolve their information management strategies to accommodate the changing international data privacy landscape.

    While there are concerted diplomatic efforts underway to establish a robust new trans-Atlantic data transfer framework, the negotiations, are intrinsically linked to personal privacy and national security perspectives so resolution and clarity may take some time. Many litigators and investigators are, in the meantime, reeling in murky waters of uncertainty.

    How effective are the alternative data transfer mechanisms? What are their limitations and how can these be addressed? Are there any new options available? Are different strategies needed for investigations as compared with discovery for litigation?

    Join our EDRM webinar at 1pm on 3rd December 2015 to hear our international panel canvas key considerations and practical options for trans-Atlantic litigation and investigations in light of these recent developments.
Delivering Insights. Guiding Decisions.
Creating practical resources to improve e-discovery and information governance.

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  • Title: Evolving eDiscovery Workflows for the Future
  • Live at: Jan 23 2014 7:00 pm
  • Presented by: Joe Utsler, Alexander L. Shusterman, George Socha, Tom Gelbmann
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