Electronic Document Review: Strategies for Reducing Costs and Streamlining E-Discovery

Recording of a 90-minute CLE teleconference with Q&A


Conducted on Thursday, July 17, 2008
Recorded event now available


Description

The volume of electronically stored information (ESI) has grown exponentially over the past several years as almost all data is stored electronically. Because all industries rely on electronic records and communications, the collection, preservation and destruction of ESI require careful planning.

As relevant ESI is stored in a variety of locations and forms, businesses and their legal advisors face the challenge of collecting and reviewing electronic evidence in the event of litigation or a government or internal investigation.

Electronic discovery can be incredibly costly, so counsel face the dual challenge of managing that expense while complying with the amended federal rule requirements to avoid court sanctions.

Listen as our authoritative panel of experienced litigation attorneys offers their perspectives and guidance on electronic document review, including controlling costs and planning for production, search and retrieval of electronic documents.

Outline

  1. Considerations for doing electronic document review
    1. Infrastructure
    2. Collection and culling
    3. Chain of custody
    4. Rule 26(f)(3) meet and confer
    5. Native file format(s) v. EDD platforms
    6. Outsourcing and vendor/.asp selection
  2. Planning for production
    1. Document grouping
    2. Privileged documents
    3. Redaction and annotation
    4. Staffing considerations
    5. Establishing online database
    6. Filtering (metadata)
  3. Search and retrieval plan
    1. Factors to consider in evaluating use of search and retrieval methods
    2. Search and retrieval methods
    3. Court treatment
  4. Best practices for electronic document review
    1. Establish procedures for ESI preparedness should litigation occur
    2. Education and training

Benefits

The panel reviewed these and other key questions: 

  • What are the primary considerations for counsel before conducting an electronic document review?
  • What are the key steps in planning for production of electronic evidence?
  • What IT issues must every attorney understand in developing an approach to ESI search and retrieval?
  • What are best practices for implementing an electronic document review?

Faculty

Todd L. Nunn, Partner
K&L Gates, Seattle

He is a member of the firm's E-Discovery Analysis and Technology Group (E-DAT) and advises clients on e-discovery issues, document preservation and discovery response planning.

Robert D. Brownstone, Law and Technology Director; Chair, EIM Group
Fenwick & West, Mountain View, Calif.

He advises clients on electronic discovery, information-security, electronic information management and on retention/destruction policies and protocols. A nationwide advisor, speaker and writer on many law and technology issues, he is frequently quoted in the press as an expert on electronic information.

Carolyn Southerland, Managing Director
Huron Consulting Group, Houston

She has more than 20 years experience as a commercial litigator and has extensive experience in developing processes and strategies in the electronic discovery arena. She establishes procedures for gathering electronic data, searching and culling the data, structuring online databases, and managing the review and production of electronically stored information.

Ordering

Online CLE - Audio Recording

Includes audio streaming of full program plus handouts (available 24 hours after live seminar).

CLE: Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*. Pre-approved for self-study credit in: AK, AZ, MO, MT, TX, VT, WA.
Upon request, also available in: CO, CT*, FL, GA, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
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Online CLE Audio $149.00
Available 24 hours after the live event

How does this work?


Recorded Event

Includes full event recording plus handouts (available after live seminar).

CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com.

MP3 Download (Audio Only) $49.00
Available 24 hours after the live event

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CD $49.00 plus $9.45 S&H
Available ten business days after the live event

Program Materials

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Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

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Customer Reviews

The teleconference contained information that was relevant, useful and up-to-date.

Mark Hegedus

Spiegel & McDiarmid

This was my first experience with an interactive CLE.  It was good not to have to leave my office for the program.

Patricia Hays

Vestcom International

The topic covered was very timely, the program was well structured and I appreciated that the speakers addressed very recent issues.

Benjamin Brutlag

CSM

The speakers were knowledgeable and presented useful information.

Karen Shaffer-Levy

Reed Elsevier

This was an excellent teleconference; one of the best I have listened to. The speakers were all very knowledgeable on the subject, but importantly, they were able to present in a very direct, easy to listen to and understand style.

Jose E Guzman, Jr.

Nossaman

or call 1-800-926-7926

Litigation Advisory Board

David R. Cohen

Partner

K&L Gates

Jeffrey J. Fowler

Counsel

O’Melveny & Myers

Jonathan Evan Goldberg

Partner

SNR Denton

Mark E. Goodman

Shareholder

Capes Sokol Goodman & Sarachan

Dean D. Hunt

Partner

Baker & Hostetler

Michael E. Lackey, Jr.

Partner

Mayer Brown

Marie A. Lona

Partner

Winston & Strawn

Anthony T. Pierce

Partner

Akin Gump Strauss Hauer & Feld

Robert B. (Barry) Wiggins

Director

Deloitte Financial Advisory Services

or call 1-800-926-7926

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