June 7, 2017


11:30 a.m. - 1 p.m.

Please join Salix and Catalyst for a complimentary CLE | CLE:  2 CLE credits (1 CLE will be Ethics)

Ohio is now one of the 27 states that now say lawyers have an ethical duty to be competent in technology. What are your ethical duties when using technology in discovery? Join Salix and Catalyst for a program on the ethics of technology-assisted review and the issues you should consider when using this technology.

This program will consist of two sessions. The first will be a one-hour long substantive session, and the second will be a one hour ethics session.

The substantive session will cover:

  • Technical and legal bases for the use of TAR in modern litigation
  • Trace the development of document search, retrieval and review
  • The pros and cons of each technique
  • The development of TAR from the early tools, techniques and algorithms
  • Validation techniques that can be used to evaluate TAR results
  • A synopsis of the most recent and precedential judicial opinions on the use of TAR.
The ethics portion will cover:
  • The general obligation of competence in e-discovery
  • Implications of Federal Rule of Civil Procedure 26(g) to the use of TAR
  • An Attorney’s obligation of technological competence
  • Certification obligations under Federal Rule of Civil Procedure 26(g) and their impact


Aaron Crews
Thomas C. Gricks III | Managing Director, Professional Services | Catalyst

Tom is a managing director at Catalyst and a licensed attorney in Pennsylvania. Before recently joining Catalyst, he was a general commercial litigator for 23 years. He practiced before both federal and state courts across the United States, and, in addition to Pennsylvania, is admitted to practice in a number of federal jurisdictions, including the Supreme Court. For the past several years, Tom has devoted a substantial portion of his practice to e-discovery, with a particular emphasis on TAR. He argued the Global Aerospace case before the Circuit Court in Loudoun County, Virginia, which is the first case to permit the use of TAR over the objection of the opposing party.


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Catalyst designs, builds, hosts and supports the world’s fastest and most powerful e-discovery platform. For 20 years, Catalyst has helped global corporations reduce the total cost of discovery and take control of complex, large-scale discovery and regulatory compliance.

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