DECEMBER 1. 2015

Celebrating e-discovery’s vital and growing role in the legal process.

Thank you to everyone that was a part of E-Discovery’s first big day and joined expert practitioners for free webcast panels, Q&As, information sessions, and more.

If you missed out on all the fun, not to worry! Many of the webcasts were recorded and are available on-demand below. Also, be sure to check out Exterro's new Basics of E-Discovery guide, created as part of E-Discovery Day.


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In today’s digital world, e-discovery not only impacts legal risk but increasingly influences a company’s bottom line. Despite these high stakes, industry surveys continue to reveal that e-discovery competency, skill, and confidence among legal practitioners and business leaders alike remains alarmingly low.

E-Discovery Day is an industry-wide annual initiative aimed at promoting e-discovery awareness and education. On December 1st, 2015, E-Discovery Day brought together a diverse set of professionals to share experiences, discuss key trends, and offer best practices over a variety of mediums with the goal of facilitating and promoting e-discovery education to the entire legal and business community.

“E-Discovery is going to be with us for the long haul, which means that all of us working to resolve disputes need to improve our e-discovery IQ. With its webinars, content, and other events, E-Discovery Day offers each of us a great opportunity to do just that."

—George Socha, Esq., Co-Founder, Electronic Discovery Reference Model (EDRM)


Presented By EXTERRO

2015 E-Discovery Case Law: Sanction Cases You Need to Know

Date December 1, 2015 at 8:30am - 9:30am PT
CLE 1 credit

E-Discovery sanctions. Two dreaded words that will get any attorney's attention. In this webcast, learn what 2015 e-discovery sanction cases you need to know to keep your organization protected and out of the headlines.


Hon. Joy Conti

Chief District Judge, Western District of Pennsylvania

Gareth Evans, Esq.

Co-Chair E-Discovery Practice Group, Gibson Dunn

Bob Rohlf, Esq.

General Counsel, Exterro

Presented By ACTIANCE

A Closer Look at Social Media eDiscovery

Date December 1, 2015 at 9:30am - 10:30am PT

Social media platforms such as Facebook, Twitter, and LinkedIn, and new communications and collaboration applications create an expanding universe of new applications, data formats, and metadata – all of which might be necessary to capture and manage for litigation. A question many organizations don’t address until it’s too late: are we prepared to protect and discover this new data when litigation arises?


Jim Shook, Esq.

Director of eDiscovery and Compliance Practice, EMC

Bill Tolson

Director of Product Marketing, Actiance

Presented By EXTERRO

Taking Advantage of the New FRCP E-Discovery Amendments

Date December 1, 2015 at 10am - 11am
CLE 1 credit

The proposed FRCP e-discovery amendments will become effective December 1, 2015. These new rules are designed to dramatically reduce e-discovery costs. In this webcast, learn how to take advantage of these new rules to mitigate risk and reduce e-discovery spend.


George Socha, Esq.

Co-Founder, EDRM

Craig Ball, Esq.

Attorney / E-Discovery Blogger, Ball in Your Court Blog

Hon. Xavier Rodriguez

District Judge, Western District of Texas

Presented By ACTIANCE

FRCP Changes: What, Exactly, are Reasonable Steps to Preserve ESI?

Date December 1, 2015 at 11am - 12pm PT

As the much needed revisions to FRCP become a reality, organizations will finally be provided greater clarity regarding their obligations to preserve electronically stored information (ESI) that may be required for litigation. However, with the volume of electronic communication doubling every 18 months, and with 4.9B connected “things” creating ESI on phones, tablets, eye glasses, cars, home security systems, etc. – what exactly are “reasonable” preservation steps?


Jonathan Rudolph, J.D.

Principal, Accumen Data Services, LLC.

Bill Tolson

Director of Product Marketing, Actiance

Presented By EXTERRO

Predictive Coding 3.0

Date December 1, 2015 at 11:30am - 12pm PT

The latest Hybrid Multimodal method to use predictive coding will be explained, along with the primary errors of the Predictive Coding 1.0 and 2.0. These errors explain most the problems some lawyers have had with trying predictive coding.


Ralph Losey, Esq.

E-Discovery Blogger / Attorney, e-Discovery Team Blog

Presented By EDRM

EDRM E-Discovery Day free live webinar, “eMSAT-1: Understand and Acting on the Results”

Date December 1, 2015 at 11:30am - 12:30pm PT

This webinar is the final in a series of five practical sessions by the creators of the eMSAT-1. This webinar focuses on tying it all together: how to understand and act on the results obtained by completing the eMSAT.


George Socha, Esq. (Moderator)

Co-Founder, EDRM

Tom Gelbmann Jr. (Moderator)

Co-Founder, EDRM

Matthew Knouff

eDiscovery Counsel, Complete Discovery Source

Brett Livingood

eDiscovery Consultant, Robert Half Legal eDiscovery Services

Tiana Van Dyk

Litigation Support Manager, Burnet, Duckworth & Palmer LLP


Amendments to Federal E-Discovery Rules Take Effect December 1: Are You Ready?

Date December 1, 2015 at 12pm - 1pm PT
CLE 1 credit

Gain CLE and get up to date on the federal e-discovery amendments that take effect on December 1.

Significant updates and revisions to the Federal Rules of Civil Procedure, with regard to e-discovery, will take effect on December 1, 2015. These changes will impact long-held litigation paradigms, particularly in the context of discovery. In order to best prepare for the new rules, participate in this interactive webinar on December 1 when your presenters, Russell Taber and Tom Shaw, will update you on the amendments to the federal e-discovery rules and the anticipated impact these changes will have on your practice, your clients, and opposing parties.

Webinar Agenda:

  • The provision defining the scope of discovery will be changed.
  • There will be an increased emphasis on cooperation.
  • Objections to requests for production will have new requirements.
  • Preservation and spoliation standards will be directly addressed by the amendments.


Tom Shaw

Assistant General Counsel; Legal Department, CCA Facility Support Center, Nashville

W. Russell Taber, III

Attorney; Riley Warnock & Jacobson PLC, in Nashville

Presented By EXTERRO

Make Your Job Easier with
E-Discovery Technology

Date December 1, 2015 at 1pm - 2pm PT
CLE 1 credit

The most expensive stage in e-discovery is document review, often accounting for 80% or more of total e-discovery costs. Attempts to reduce review costs often fail because they don't go to the root of the problem: too much data is preserved, collected, and sent to outside entities. In this webcast, learn about new e-discovery technology that empowers you to quickly identify important documents, streamlines e-discovery activities, and minimizes the data sent to outside review.


David Yerich, Esq.

Director of E-Discovery, UnitedHealth Group

Tom Mullane

E-Discovery Specialist, United Technology Corporation

Tara Jones

Lead Paralegal - E-Discovery and Consumer Litigation, AOL, Inc.

Presented By Catalyst Secure & EDRM

Using Advanced Analytics Techniques to Meet the Proportionality Requirements of the new Federal Rules

Date December 1, 2015 at 1pm - 2pm PT

Proportionality is the new buzzword in discovery circles. Learn how the new proportionality rules might affect your cases and how advanced analytics techniques including timelines, visual analytics, faceted search and the latest Technology Assisted Review protocols can help you meet proportionality requirements while saving on e-discovery costs in the bargain.


Bob Ambrogi (Moderator)

Legal Journalist and Director of Communications, Catalyst

George Socha, Esq. (Moderator)

Co-Founder, EDRM

John Tredennick

Founder & CEO, Catalyst

Mark Noel

Managing Director, Professional Services, Catalyst

Gabe Luchetta

Product Manager, Catalyst

Presented By EXTERRO

3 E-Discovery Trends You Need to Prepare for in 2016

Date December 1, 2015 at 2:30pm - 3:30pm PT
CLE 1 credit

Looking ahead to 2016, legal professionals must re-evaluate their e-discovery processes to ensure they don’t fall behind rapidly changing technology trends. In this webcast, three experienced e-discovery experts who have helped manage e-discovery processes will share what legal teams must do in 2016 to be defensible and save money.


Bill Tolson

Director of Product Marketing, Actiance

Patrick Fuller

Director of Legal Analytics, ELM Solutions

David Houlihan, Esq.

Principal Analyst, Blue Hill Research