Since the Federal Rule amendments in 2015 re-emphasized proportionality as a principle in relation to discovery, organizations have strived to manage the discovery process in a proportional yet defensible manner. What are the challenges with “right-sizing” discovery, what can be leveraged from the rules and relevant case law, and what best practices can be deployed for quick evaluation of potentially relevant custodians and data sources? This CLE-approved* webinar will address these questions, while providing recommendations and resources on this timely subject. Topics include:
- Challenges Posed by BIG Data and Variety of Data Sources
- Rules Regarding Proportionality and Discovery
- Why the “Boilerplate” Objection is No Longer Acceptable
- Key Case Law Related to Proportionality and Discovery
- Accelerated Timeframes for Understanding Your Data Collection
- Bridging the Void Between Legal Hold and Collection
- A Case Study in Operationalizing Proportionality
- Recommendations for Proportional and Defensible Discovery
- Resources for More Information
Doug is an established eDiscovery thought leader with over 30 years of experience providing eDiscovery best practices, legal technology consulting and technical project management services to numerous commercial and government clients. Doug has published a daily blog since 2010 and has written numerous articles and white papers. He has received the JD Supra Readers Choice Award as the Top eDiscovery Author for 2017 and 2018 and a JD Supra Readers Choice Award as a Top Cybersecurity Author for 2019. Doug has presented at numerous events and conferences and has also presented numerous CLE-accredited webcasts.
Founder and CEO
Prism Litigation Technology
Mandi Ross is the founder and CEO of Prism Litigation Technology, an eDiscovery advisory firm started in 1997. She is a court-appointed ediscovery expert who has led many successful engagements for both corporate legal teams and outside counsel during her 32-year career. Specializing in the deployment of technology-assisted workflows that operationalize proportionality, she has served as a strategic advisor for some of the largest, most complex lawsuits and investigations in the last three decades. Mandi is also a nationally recognized speaker on eDiscovery-related topics and has developed and provided varying levels of continuing education to the legal community.
Actuate Law, LLC
Martin T. Tully is a founding partner of Actuate Law, LLC in Chicago. He is a veteran trial lawyer with over 25 years of national experience representing companies and individuals in complex commercial litigation concerning a broad array of fields and industries. Empowered by his litigation practice, Martin also advances thought-leadership in data law as the Vice-Chair of the Steering Committee of the Sedona Conference Working Group on Electronic Document Retention and Production (WG-1), as an active member of the Sedona Conference Working Group on Data Security and Privacy Liability (WG-11), the 7th Circuit Council on eDiscovery and Digital Information, the ABA Section of Litigation, Privacy and Data Security Committee, and the International Association of Privacy Professionals (IAPP), as well as a director at-large of the Chicago Chapter of the Association of Certified E-Discovery Professionals (ACEDS). Martin has also published and presented extensively on the topics of e-discovery, information governance, cybersecurity, data privacy, and legal technology; is among a select group of lawyers in the world ranked for Litigation: E-Discovery & Information Governance by Chambers USA: America’s Leading Lawyers® and Chambers & Partners Global®; and has been acknowledged by Who’s Who Legal® as being “steps ahead of his competitors” and “widely regarded for his ‘superior knowledge’ of electronic discovery and information governance.”