eDiscovery Daily Blog

Welcome to Legaltech New York 2019!: eDiscovery Trends

Today is the start of Legaltech® New York (LTNY), and, for the ninth(!) year in a row, eDiscovery Daily is here to report about the latest eDiscovery trends being discussed at the show.  Over the next three days, we will provide a description each day of some of the sessions related to eDiscovery to give you a sense of the topics being covered.  If you’re in the New York area, I encourage you to check out the show – there are a number of sessions available and over 160 exhibitors providing information on their products and services, including our company, CloudNine at booth #310-312.

In addition to that, today and tomorrow, CloudNine will launch its new NineForum Discovery Education Series where prominent and highly respected eDiscovery and litigation support experts will deliver 9 TED-style talks, 20 minutes each, covering important topics impacting the legal community.  We’ve got a great list of eDiscovery thought leaders lined up for our first NineForum, so if you are at the show, come check it out.  The schedule for the topics and speakers is available here.  We have five sessions today to check out!

Not only that, but tomorrow from 4pm to 6pm is the 3rd annual Drinks with Doug (as in me!) and Mary (as in Mary Mack!), sponsored by ACEDS, CloudNine and Compliance Discovery Solutions.  You MAY still be able to register here.  We have a ton of people who have already registered and, trust me, you don’t want to be left out.  We’re going to take over Ruth’s Chris Steak house.  Seriously.

There are several interesting sessions today.  Sessions in the main conference tracks include:

1:00pm – 2:00pm:

The Government Reference Model

Businesses facing government investigations require specialized and experienced support. The Government Investigations Reference Model (GIRM) roadmaps how to manage an investigation from start to finish for regulators and their subjects. During this session, practitioners will learn where, when and how they can identify, contain, interrogate and disclose relevant data for optimal representation through the course of an investigation.

Moderator: David Greenwald, Partner – Jenner Block; Speakers: Scott A. Milner, Partner – Morgan, Lewis & Bockius LLP, Allison C. Stanton, Director of E-Discovery, Office of the Assistant Attorney General, U.S. Department of Justice – Civil Division, Glenn Melcher, Special Counsel for eDiscovery – Consumer Financial Protection Bureau.

Everything I Learned About Legal Ops I Learned in eDiscovery

A decade ago, most lawyers would have struggled to describe the responsibilities of a legal operations manager, let alone considered it a hot career path. Now an increasing number of law departments are hiring operations professionals and consider their operations teams as indispensable. Many of the professionals in legal operations started out as attorneys or eDiscovery professionals. In this session, you will hear from corporate counsels and eDiscovery professionals on how they have successfully transitioned into the legal ops roles by utilizing their experience in eDiscovery and law. Whether you are new to legal operations or a season veterans this session will provide tips and tricks on strategic planning and areas where you as a legal ops professional can make the most impact.

Moderator: Steven O’Donnell, Director, Product Marketing – MITRATECH; Speakers: Jim Michalowicz, Senior Manager – Legal Operations – TE Connectivity, Jack Thompson, Sr. Manager – eDiscovery & Legal Operations – Sanofi US, Melissa DeHonney, Corporate Counsel – Information Governance – Novo Nordisk, Inc., Eric Lieber, Director of Legal Operations & Litigation Support – Toyota Legal One c/o Toyota Motor North America Inc.

2:30pm – 3:30pm

Data Management in an Investigation: Staying Ahead of the Curve from Forensics to Production

Effectively managing the volume of company retained data is key to controlling budgets related to risks and investigations. Our session will explore best practices of data management and issues relating to document retention, records management, litigation hold policies, legal preservation, data privacy, and discovery management.

Moderator: Denise Talbert, Partner and Co-Chair – DDS, Shook, Hardy & Bacon; Speakers: Tess Blair, Partner – Morgan, Lewis & Bockius LLP, Francine French, Assistant Manager, eDiscovery – GSK, Daniel Lee, eDiscovery Program Manager – Experian, Constance Mockaitis, Associate Director of IG & eDiscovery Operations – Abbvie, Florence Yee, Director, Corporate Counsel, Enterprise Litigation Group – The Prudential Insurance Company of America.

Rethinking Your eDiscovery Approach for In-House Counsel

How are in-house counsels navigating eDiscovery’s technology driven sector to protect their companies from litigation threats? Our session will discuss the innovative ways in-house counsel are managing eDiscovery and litigation risks.

  • In-sourcing vs. out-sourcing
  • Single source provider vs. preferred provider programs
  • Custodian spoliation of electronic information

Moderator: Jon Kerry-Tyerman, VP – Business Development & Intelligence, Everlaw; Speakers: Tara S. Lawler, Partner – Morgan, Lewis & Bockius LLP, Tom Morrissey, Sr. Director, Legal Operations & eDiscovery – Purdue Pharma LP, Brian Corbin, Executive Director, Assistant General Counsel – JPMorgan Chase & Co., Dawson Horn, III, Associate General Counsel – AIG.

Leveraging Data Analytics: Getting More Done, without Doing More

Data analytics use is on the rise in legal operations. The information derived from data analytics can lead to improved operational efficiency, cost reductions and reduced risk. In this session we will showcase real life examples of how legal operations in corporations and law firms are using data analytics to manage risk and drive results. We will cover the following areas:

  • Legal strategies
  • Data governance
  • Contract review
  • Synergy with outside counsel

Moderator: Brian McGovern, Executive Director, Strategic Programs – MITRATECH, Speakers: John Albright, Chief Legal Officer & Corporate Secretary – HUB International, Ltd.,  Javier Robles, SVP & Group Chief Compliance Officer – News Corp, Lisa Girmscheid, Manager, Legal Operations – Rockwell Automation, Inc.

4:00pm – 5:00pm:

Cross-Border Investigations: Protecting the Privilege and Meeting Privacy Expectations

GDPR went into effect May 2018. Globally, new enforcement authorities stepped forward, while companies worked to incorporate new guidance and enforcement priorities into their corporate compliance programs. In this session, we will discuss considerations and provide real life scenarios for companies when dealing with international investigations.

  • Challenges in collecting, reviewing and understanding data scattered across multiple jurisdictions
  • Ethical and cultural considerations in global investigations
  • Legal privilege in global investigations: preserving the privilege in jurisdictions where it is not recognized
  • Data privacy in global investigations: compliance with local law, including GDPR in Europe

Moderator: Adam Shoshtari, Staff Attorney – Shook, Hardy & Bacon, LLP;  Speakers: Linda Johnson, Lead eDiscovery Manager – GSK, Jack Thompson, Sr. Manager, eDiscovery & Legal Operations – Sanofi US, Michael Russell, Lean Leader – Legal Operations – Ingersoll Rand.

Mobile Workforce: Operational Efficiency, Productivity, and Security

Service departments and organizations often search for solutions to maximize efficiency. As enterprises shift towards a decentralized model, more and more companies have increased their mobile workforces. Increased mobile workforces need a mobile workforce management system. This session will analyze the advantages, challenges and best practices of mobile workflow management.

  • Under the advantages of a mobile workforce
  • Challenges and risk (i.e. BYOD and security)
  • Case studies with best practices, ROI benefits and efficiencies achieved

Moderator: Steven O’Donnell, Director, Product Marketing – MITRATECH; Speakers: Kevin Fumai, Senior Managing Counsel – Oracle, Suresh Pillai, Senior Corporate Counsel, IP – Astellas, Julie Richer, Legal Operations & Discovery Manager – American Electric Power.

AI Collaborations between Legal Departments, Law Firms, and Solutions Providers

Like many types of legal technology, we know that AI solutions are not “push-button” and require a significant investment of time and human capital in addition to financial resources. Attend this ILTA session to hear from a panel of experts designing and managing successful AI projects in corporate legal departments and law firms. The panel will share case studies covering the lifecycle of an AI solution, from assessing contractual risk issues to upstream/downstream customization of the tools to developing internal champions who will ensure adoption. The session will conclude with a future-focused discussion on other ways AI may gain ground in the legal field.

Moderator: Amy Sellars, Associate General Counsel & Legal Discovery Operations Group Lead – Walmart; Speakers: Huu Nguyen, Partner – Squire Patton Boggs, Scott Bailey, Global Director of Research Services – Squire Patton Boggs, Lara Trujillo Webb, Manager, Forensic Data Solutions – PwC, Adam Nguyen, Co-Founder & President/COO – eBrevia.

In addition to these, there are other sessions today that may interest you.  For a complete description for all sessions today (and for the entire show, since they’re all on one page), click here.

So, what do you think?  Are you planning to attend LTNY this year?  Please share any comments you might have or if you’d like to know more about a particular topic.

Sponsor: This blog is sponsored by CloudNine, which is a data and legal discovery technology company with proven expertise in simplifying and automating the discovery of data for audits, investigations, and litigation. Used by legal and business customers worldwide including more than 50 of the top 250 Am Law firms and many of the world’s leading corporations, CloudNine’s eDiscovery automation software and services help customers gain insight and intelligence on electronic data.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.