Category Archives: Seminars

Wrap-up of Reports From the Georgetown E-Discovery Institute

Sorry to say that I was not in attendance last week at the 8th Annual Advanced E-Discovery Institute presented by Georgetown Law CLE in Arlington, Va. Fortunately for us non-attenders, Law Technology News editor Monica Bay, reporter Evan Koblentz and contributor Mark Michels were there and filed several reports about the sessions.



Monica Bay

Monica Bay was in attendance Thursday morning when the institute opened with what she describes as “a fast-paced case law update presented by six of the most well-known jurists in the legal industry.” The nearly two-hour session “covered cases that illustrated a wide range of issues that were in consideration during 2011,” Monica reports. Among the topics–preservation, proportionality and cooperation. One notable topic was e-discovery competence. “I don’t see how you can provide competent representation if you don’t have some basic understanding of e-discovery,” U.S. Magistrate Judge Continue reading

Join Catalyst at the Electronic Discovery and Evidence Training Institute

Michael Arkfeld

Catalyst is proud to be a sponsor of the Electronic Discovery and Evidence Training Institute, a two-day training institute to be held in Phoenix Dec. 1 and 2. With a focus on the convergence of law and technology in e-discovery practice, the conference will feature presentations by some of the leading experts in the field.

The conference is designed to provide legal professionals with working, structured knowledge of essential legal and technological issues surround e-discovery. It will include a review of the substantive and procedural law governing electronically stored information.

The principal organizer of the conference is Michael Arkfeld, a lawyer and internationally known speaker and author on e-discovery and evidence. Other speakers include Arizona Vice Chief Justice Andrew D. Hurwitz; Continue reading

Seminar in Houston this Week on Protecting Privilege Using Defensible Search

There is still time to register for How to Protect Privilege Using Defensible Search and Review Strategies, a live seminar and lunch in Houston on Wednesday. The seminar panel includes Harris County District Court Judge Ravi K. Sandill along with two lawyers who are experts in e-discovery search.

The program will review recent court decisions that illustrate the risks of inadvertent disclosure of privileged documents. Panelists will then review best practices for building searches, for using advanced analytics, any for verifying results through quality control and sampling. Continue reading

Webinar Offers Guidance on Mitigating Risk in Cross-Border E-Discovery

Join two leading authorities in international e-discovery for a free, one-hour webinar, Cross-Border E-Discovery: Meeting the Challenges and Mitigating the Risks, to be held on Wednesday, Sept. 21, 2011, at noon Eastern time.

The webinar will explore the challenges for multinational corporations engaged in cross-border e-discovery–from data privacy laws and discovery-blocking statutes to language and cultural issues–and offer tips for mitigating risk.

Panelists for the webinar will be: Continue reading

Catalyst’s Chris Toomey to Speak at June 1 Masters Program in Chicago

Chris Toomey

Catalyst’s Chris Toomey will present a seminar, “International E-Discovery,” at The Masters Series for Legal Professionals conference June 1 in Chicago. The theme of the half-day conference is, “Strategies for Spanning the E-Discovery Divide.”

A lawyer and an MBA, Chris fills dual roles at Catalyst, as director of managed review, helping to assemble and manage document review teams, and also as director of alliances and channel development, serving as a liaison between Catalyst and its partners.

Chris is an e-discovery veteran, having worked in the field for more than a decade. Prior to joining Catalyst, he consulted on e-discovery strategy and attorney review services for corporations and law enforcement agencies. Continue reading

Catalyst Webinar: The Expanding Role of Search in E-Discovery

When searches fall short in e-discovery, the consequences can be serious. In recent years, courts have started closely scrutinizing lawyers’ searches–and even questioning their ability to craft thorough searches. When courts find flaws in a litigant’s search, they are increasingly likely to find waiver of attorney-client privilege, allow adverse inferences, order directed verdicts and impose sanctions that, in some cases, have run into the millions.

On May 23 at noon ET, Catalyst is hosting a free webinar, The Expanding Role of Search in E-Discovery. A panel of leading experts will review the key information you should understand about search in order to protect yourself and your clients. Topics will include: Continue reading

Catalyst is Sponsor of Sedona Conference on E-Discovery Trends

Next week in San Diego, The Sedona Conference Institute will present its 5th Annual Program on Staying Ahead of the eDiscovery Curve. Catalyst is a proud to be a sponsor of this two-day program, which offers a unique opportunity for legal professionals to gain valuable insight into best practices for e-discovery while learning practical strategies to meet judicial expectations and manage costs.

The program is presented by members of The Sedona Conference Working Group on Electronic Document Retention and Production – a group composed of federal and state judges, law firm litigators and e-discovery counsel, corporate counsel and top government lawyers.

This year’s program, to be held March 17 and 18 at the US Grant hotel in San Diego, is updated and revised to address leading-edge issues in e-discovery. Among the topics to be covered are:

  • Social media and cloud computing.
  • Proportionality in preservation and discovery.
  • Database discovery.
  • Cooperation guidance for in-house counsel and litigators.
  • Ethical issues in e-discovery.
  • In-house strategies for legal holds and production.
  • Updates on cases and rules.

The Sedona Conference Institute is a non-profit organization dedicated to the advancement of the law through balanced, high-quality legal education. It is affiliated with The Sedona Conference, an organization devoted to advancing the law through conferences, think tanks and other forms of dialogue.

Free Live Briefings: The Expanding Role of Search in E-Discovery

It is becoming increasing common for federal and state courts to scrutinize the validity of key word searches in e-discovery — as well as to question the ability of lawyers to craft those searches. When a court finds that poor search techniques are to blame for the inadvertent production of privileged documents, it may refuse to order the documents returned, even in the face of a clawback agreement. That leaves the client wondering what went wrong and the lawyers on the phone to their malpractice carrier.

Three live briefings, designed for corporate counsel and their outside attorneys, will review the latest law and the latest technologies as they apply to search in e-discovery. At each of the three briefings — one in Chicago on Feb. 24 and two in New York on March 2 — a panel of leading authorities in the field will review what counsel need to know to protect their clients and themselves.

Each briefing will cover the latest rulings on keyword searching and provide practical tips to ensure that your search techniques are up to par. After discussing the key search cases and their implications for privilege review, the panelists will demonstrate new methods for improving search, preventing against inadvertent production, and ensuring the defensibility of your search protocol. Continue reading

Free Webinar: Best Practices to Protect Privileged Documents

Last November, Catalyst Consulting presented a webinar, Best Practices to Protect Privileged Documents. The full recording of that hour-long webinar is available to be replayed from the Catalyst Web site. Alternatively, you can view just the slides.

Topics covered in the presentation include:

  • The scope of the attorney-client privilege.
  • Waiver and inadvertent production.
  • Search strategies for finding privileged documents.
  • Use of correlation navigators to find and tag privileged e-mail addresses and domains.
  • Use of clustering to facilitate privilege review.
  • Suggested practices for documenting privilege and creating a log.
  • Quality control and sampling in privilege search and review.

Here are the links:

EDD Law School: Judge Facciola’s Perspective

We’ve been periodically highlighting presentations from “Electronic Discovery in a Global Environment,” a recent University of Virginia Law School short course taught by a Catalyst CEO John Tredennick, aided and abetted by guest lectures from a distinguished group of e-discovery professionals. Earlier posts in this series are here and here.

One of the most distinguished of this distinguished group of guest speakers was U.S. Magistrate Judge John M. Facciola of the U.S. District Court for the District of Columbia. As no less an authority than Wikipedia says of him, “Judge Facciola has been a thought leader in issues relating to electronic discovery.” He is a frequent speaker and writer on the topic and serves on the advisory board for the Sedona Conference.

Judge Facciola has written a number of key opinions involving e-discovery. For his UVa law school talk, he spoke on the topic, “Where Angels Fear to Tread … A Judicial Perspective on E-Discovery.” While we do not have a recording of his lecture to bring you, we can offer the reading list. It was a selection of Judge Facciola’s opinions involving e-discovery: