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Cutting Outside Counsel Litigation Spend: Insourcing v. Outsourcing "aka" the Magic Behind E-Discovery Right-Sourcing

Most in-house counsel agree that reducing overall outside counsel spend, particularly when it comes to litigation spend, is a laudable goal. While the underlying needs and high-stakes antes of this objective have admittedly increased following the Global Financial Crisis of 2007-2008 and subsequent recession, foreclosures, and rarely seen historically high unemployment figures only recently finding relief, the need to reduce outside counsel litigation spend has always been present according to most, and, as such, is rather old news.   

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Rule 502(d) Orders and the Attorney-Client Privilege

In today’s increasingly data-driven world, compliance with discovery requirements can mean production of hundreds of thousands of pages of documents, if not millions. Federal Rule of Evidence 502(d) was enacted to reduce the costs and risks associated with discovery, and to allow a federal court to protect the privilege of documents that have been inadvertently disclosed. Federal Rule of Evidence 502(d) provides that “a federal court may order that the privilege or protection is not waived by disclosure connected with the litigation pending before the court – in which event the disclosure is also not a waiver in any other federal or state proceeding.”

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Use and Abuse of Attorney-Client Privilege and Work Product Doctrine in E-Discovery

Two  federal courts recently dealt with thorny issues stemming from defendant employers’ use of the attorney-client privilege and work product doctrine. These rulings should be heeded by those of us who develop or revise electronic data review protocols, particularly any  guidance for determining when to withhold documents under the attorney-client privilege or the work product doctrine.

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TAGS: E-Discovery, E-Discovery Case Law, Electronic Data Discovery, Employment Law, ESI, Evidence, Litigation


Richard G. Braman

This month has seen some extraordinary developments.  Probably the most noteworthy of which is the passing of Richard Braman, Founder and Executive Director Emeritus of The Sedona Conference.  And, although I never met him personally, his vision, leadership and influence on the world of e-Discovery have blazed an e-Discovery trail and served as a beacon of light for many of us in this industry, and as such, I am forever grateful.  If you are unfamiliar with Mr. Braman, a beautiful tribute to his life and work can be found on The Sedona Conference website.

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Can a Simple Form Reduce Disputes Over ESI?

Can a simple form make ESI discovery easier for us and reduce our clients’ expenses, inconvenience, and distrust of opposing counsel? Having studied a  two-page Order developed by Magistrate Judge Thomas Shields of the U. S. District Court for the Southern District of Iowa, I would answer in the affirmative.

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"Let us go on perfecting the Constitution by adding, by way of amendment, those forms which time and trial show are still wanting." --Thomas Jefferson Letters; Letter to Wilson Nicholas, 1803.

Following a series of final revisions to the highly controversial proposed re-draft of Federal Rule of Civil Procedure 37(e), and after significant discussions and debate, the Standing Committee of the Federal Rules and Practice Procedure finally approved a revised rule on May 29, 2014. True to form, the most recent version of the rule as adopted by the Advisory Committee on Civil Rules on April 10 – 11, 2014 did manage to pass, but once again only after significant discussion and debate among the Rules Committee members.  While the Sub-Committee has yet to review two memoranda proposing changes to the Committee Notes for Rule 37(e), the revised rule now moves forward to be heard for general debate and comment by the larger Rules Committee. 

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Predictive Coding Thought Leadership Series Announcement

It is with sincere pleasure that KMK’s E-Discovery/Litigation Support Group announces that KMK will be hosting and sponsoring the nationally recognized Predictive Coding Thought Leadership Series in Cincinnati on October 29th.  This unique learning opportunity was developed by Karl Schieneman (ReviewLess/ReviewRight) and Barry Murphy of the eDJ (eDiscovery Journal) and in conjunction with ARMA.  Karl will be presenting and moderating this event.  You may recognize Karl either as the keynote speaker from our recent KMK E-Discovery Symposium or as the brain-trust and expert behind the design, winning argument and implementation of the Technology Assisted Review (TAR)/predictive coding technology cited in the landmark Global Aerospace, Inc. v. Landow Aviation, L.P., 2012 Va. Cir. LEXIS 50 (Va. Cir. Ct. Apr. 23, 2012) ruling.

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First of all, it’s ok. 

You’ve probably read about it.  You’ve talked about it.  You've probably seen it on the Internet.   You think you’re ready, but you’re still a little unsure.

It's ok.

At some point – possibly soon – your organization may get sued and you will need to save, collect, and produce electronically stored data.  If you haven't been through this process, you are probably in information-overload with the sheer number of advertisements and articles on the topic.  Here are five simple pieces of advice before you jump in:  

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TAGS: E-Discovery, Electronic Data Discovery

BYOD [Bring Your Own Device] to Work Concerns

Introduction: Two Major Concerns

Being a seasoned litigation paralegal with approximately 27 years of experience, I foresee quite a few concerns with the concept of BYOD in the corporate and legal industry. As it seems to happen more times then I care to remember, technology is ahead of the curve and the solutions to “rein in” technology are lagging behind. Many of you may be too young to remember when the first sophisticated color copiers came out and there was a problem with checks being copied and pawned off as real. It only took the paper, ink and check manufacturing industries a few months to come up with the technology to work with the copier technology and develop the “copy” solution for checks. Once again there is a scramble to try to meet the solutions to the BYOD dilemma facing many industries today. 

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The selection of the actual TAR technology platform, while important, is not the most salient factor required for making optimal use of TAR.  Rather, identifying and seeking collaborative agreement as to the ultimate strategic use and objectives sought from TAR, and really understanding the what, when, why and how to use it, is the most salient factor required to inform your pragmatic decision regarding whether or not to employ a TAR methodology.

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