Continuing Education Information Sheet

• Explain eDiscovery and ESI and why they are critical to litigation
• Identify potential eDiscovery issues and the ethics rules they challenge
• Analyze recent eDiscovery ethics cases and their lessons
• Apply best practices to avoid sanctions and other ethical pitfalls

Intended audience: Lawyers seeking to enhance their digital literacy and ethical competence in eDiscovery, from new to seasoned practitioners.

Level: intermediate

Prerequisites: None

• Daniel B. Garrie, Founder, Law & Forensics; Neutral at JAMS; Faculty at Harvard

  Law & Forensics LLC · JAMS · Harvard · Rutgers Law School · Journal of Law & Cyber Warfare

  Daniel B. Garrie is the founder and executive managing partner of Law & Forensics LLC, a boutique cybersecurity and forensic engineering firm he co-founded in 2008. He serves as a neutral, arbitrator, and forensic special master at JAMS, focusing on cybersecurity, cryptocurrency, and complex technology disputes, and holds faculty appointments at Harvard and Rutgers Law School. A patented software inventor and prolific author, he is editor-in-chief of the Journal of Law & Cyber Warfare and a widely cited authority on computer forensics, eDiscovery, and cyber litigation.

• Judge Reva Goetz, Mediator, Arbitrator & Discovery Referee, JAMS (Ret.)

  JAMS

  Judge Reva Goetz (Ret.) is a full-time neutral with JAMS, serving as a mediator, arbitrator, and discovery referee. Since beginning her alternative dispute resolution practice in 2015, she has mediated and arbitrated hundreds of estate, probate, trust, and family law matters, including high-value trust, conservatorship, and family disputes for high-profile individuals. Prior to her judicial career she served as a Deputy District Attorney, including in the Major Fraud Unit, drawing on earlier experience as an accountant, auditor, and financial analyst.

• Katherine Charonko, Partner and ESI Practice Group Leader, Bailey & Glasser

  Bailey & Glasser

  Katherine (Kate) Charonko is a Partner and ESI Practice Group Leader at Bailey & Glasser, where she helps clients and attorneys apply analytics across eDiscovery, including document review strategy, technology-assisted review, and ESI preservation and collection protocols. She serves on Bailey Glasser multidistrict litigation teams focused on automotive and medical-device product liability and has acted as liaison director of eDiscovery and ESI on several MDL leadership committees. Charonko speaks frequently on ESI, TAR, and legal ethics.

Legal Cyber Academy is not an accredited provider; the notes below explain how a learner may self-submitthis activity where their board permits. The pathways shown reflect this course’s subject matter. Always confirm your board’s current rules.

• Addresses legal ethics / professional responsibility — may qualify for ethics-specialty CLE where your jurisdiction recognizes it.

• CLE (attorneys)up to 0.9 hr (60-min basis)

  Many U.S. jurisdictions let an attorney apply for CLE credit for a non-accredited program (often called individual attorney or self-application). Use this certificate plus the course Information Sheet as your supporting documentation. Your state bar or CLE board decides whether credit is granted, how much, and any self-study cap.

• CE / CPD (privacy, insurance, IT)up to 0.9 hr (60-min basis)

  Where your professional body recognizes self-reported or self-directed learning (CPD) — for example many privacy (CIPP/CIPM) and security certifications — record this activity using the certificate and Information Sheet. Confirm your program's self-reporting rules and any documentation it requires.