Courses

Potential Pitfalls of Cloud Computing in eDiscovery

This two-part seminar examines how cloud computing intersects with the eDiscovery process, covering cloud service models, the implications of data storage location on jurisdiction, cost and scalability considerations, potential drawbacks, and relevant case law. It is designed to help legal, security, and business professionals understand how cloud data storage decisions can affect litigation obligations and risk management.

How to Save Your Client eDiscovery Costs by Mediating

This course explains how mediation—a negotiation process guided by a neutral third party—can help organizations reduce the significant time and cost burdens associated with eDiscovery by narrowing the scope of data under review and eliminating duplicated efforts. Attendees will learn how to evaluate whether mediation is the right approach for an eDiscovery dispute, how to prepare for the process, and how to conduct an effective eDiscovery mediation.

Everything eDiscovery: The 2023 Guide

This course provides a practical overview of eDiscovery—how electronically stored information is collected, processed, and used in litigation—covering the obligations all parties carry, recent case developments, and how emerging technologies like AI are shaping the process going forward.

Ethics and E-Discovery

This seminar examines the ethical obligations surrounding e-discovery, including how electronically stored information (ESI) is preserved, processed, and presented, and the significant costs these efforts represent in litigation. Using California as a baseline, expert speakers cover common mistakes, duty of candor responsibilities, best practices, and the case law and sanctions courts have issued for e-discovery ethical failures.

Civil Procedure for eDiscovery Technologists & Experts

This course covers the fundamentals of electronic discovery (eDiscovery), including how digital evidence such as emails, documents, and metadata is identified, preserved, and exchanged in legal proceedings, alongside the civil procedure rules that govern the process. Topics include cloud-based discovery, mobile device evidence preservation, and the role of discovery referees and special masters in alternative dispute resolution.

Maximizing Case Efficiency: Untapped Potential of Using Discovery Referees and Special Masters in ADR

Participants learn what special masters and discovery referees do, how they differ from one another, and why their use has grown since COVID, with a real case example to illustrate. The session also covers the relevant Federal Rules of Civil Procedure and practical guidance on how to select and retain these professionals in ADR proceedings.

Yoav Griver

What You Should Know About eDiscovery Today

Panelists explain what electronically stored information and eDiscovery mean in practice, covering what data can and cannot be accessed and how the process works. The discussion also addresses the ethical responsibilities legal and security teams carry, the consequences of falling short, and how AI-assisted review tools such as TAR 1.0 and TAR 2.0 are shaping the field.

Yoav Griver

Understanding Trade Secret Disputes and the Advantage of Resolving Them Through ADR

Panelists explain what trade secrets are, why they lead to disputes, and how the Defend Trade Secrets Act addresses them—including its limitations and the ongoing disagreement among courts over identification requirements. They then walk through how alternative dispute resolution can offer a more practical path for both sides compared to prolonged litigation, and clarify how trade secrets differ from other forms of intellectual property.

Yoav Griver

eDiscovery 2.0: Decoding the Role of Artificial Intelligence

Practitioners examine how AI-based review tools are being used to manage large volumes of electronic data in discovery, including how recent shifts in how people work have added new complications to the process, and what broader changes AI may bring to legal practice.

Daniel B. Garrie

Artificial Intelligence: Regulatory Status and Impact on the Practice of Law

This seminar examines how artificial intelligence—including generative AI—is being regulated at the state, federal, and international levels, and what that means for organizations and the professionals who advise them. Panelists cover how the technology works, the practical and ethical risks of using it, and what the evolving regulatory landscape means for legal and business operations.

Daniel B. Garrie

Zooming Towards Resolution: Guide to Ensuring Success in a Virtual Mediation

Virtual mediation has become a standard alternative to in-person dispute resolution, offering scheduling flexibility and reduced travel costs while presenting distinct logistical and confidentiality considerations. This seminar covers how mediation works, when it makes sense to pursue it, and the practical steps mediators and counsel recommend to address technical, communication, and confidentiality challenges in a virtual setting.

Daniel B. Garrie

eDiscovery Ethics: Avoid Sanctions and Other Pitfalls

This seminar covers how electronic data is managed during litigation, including what eDiscovery and electronically stored information (ESI) are, the legal ethics rules they implicate, and lessons from recent cases. Panelists share practical guidance to help legal, security, and business teams recognize common pitfalls and maintain compliant, defensible practices.

Daniel B. Garrie

Ethics of Using ChatGPT: Pitfalls & Effective Uses

Generative AI tools like ChatGPT can improve efficiency across legal and business contexts, but their misuse has already led to professional consequences. This seminar covers what AI and generative AI are, examines the ethical and practical risks of using these tools, highlights effective uses that support accuracy and productivity, and considers AI's near- and long-term impact on organizations and the legal profession.

Daniel B. Garrie

Solutions and Settlements: Saving on eDiscovery by Mediating

This seminar examines how mediation can serve as a practical alternative to lengthy litigation when eDiscovery disputes arise, covering its advantages, disadvantages, the parties involved, and the mediator's role. It also walks through preparation best practices from both mediator and counsel perspectives, and identifies the circumstances where mediation can help reduce costs and simplify the process.

Daniel B. Garrie

Impact of AI on the Practice of Law

This seminar introduces how artificial intelligence and machine learning work, examines how AI is being applied in legal practice including eDiscovery, and explores what the growing use of AI means for legal professionals navigating ethical and professional responsibilities.

Daniel B. Garrie

E-Thics: Lawyer's Guide to Navigating eDiscovery Ethics

As litigation increasingly involves large volumes of digital data, managing that data responsibly has become a significant cost and compliance concern for legal and business teams alike. This seminar covers what eDiscovery involves, common ethical pitfalls in handling electronically stored information, the obligations around accuracy and candor, and relevant case outcomes and sanctions tied to missteps in this area.

Daniel B. Garrie

How to Save Your Client E-Discovery Costs by Mediating

This seminar explains how mediation can be used to reduce eDiscovery costs, covering the mediator's role and the tradeoffs to weigh before pursuing this path. Attendees will learn how to prepare for eDiscovery mediation and what factors to consider when deciding whether it is the right approach for resolving eDiscovery disputes.

Daniel B. Garrie

From Pocket to Plaintiff: Guide to Smartphone eDiscovery

This webinar covers how smartphone data—including text messages and other electronically stored information—is collected, managed, and used in litigation. Participants will explore the Federal Rules of Civil Procedure and Federal Rules of Evidence as they apply to smartphone evidence, with a focus on the requirements for admissibility.

Daniel B. Garrie

Attorney Rulebook for Working with Special Masters in Federal Court

This webinar explains how legal teams engage with special masters in federal court, covering their role, types, and authority under applicable rules, including the 2019 ABA Guidelines for their appointment and use. It concludes with five practical principles for working effectively with special masters.

Daniel B. Garrie

The Lawyer's Guide: eDiscovery and Ethics

This session covers eDiscovery fundamentals and the ethical obligations attorneys carry, including how electronically stored information (ESI) is handled in litigation, the challenges that arise, and practical compliance guidance. Panelists also review recent relevant case law.

Daniel B. Garrie

The Future of eDiscovery: Artificial Intelligence

This webinar examines how artificial intelligence is being used across the eDiscovery and broader litigation process, including a comparison of competing AI technologies and relevant professional conduct considerations. Panelists also explore where legal AI is headed and what that means for organizations and their advisors.

Daniel B. Garrie

A Guide for Lawyers on Authenticating Social Media Evidence

Covers the foundational steps and chain-of-custody practices lawyers use to properly collect and authenticate social media evidence for admission in legal proceedings.

Daniel B. Garrie