EDD Update

2008 Socha-Gelbmann EDD Survey Sneak Preview

The anxiously awaited 2008 Socha-Gelbmann EDD Survey executive summary will be published in the August issue of Law Technology News, but here is a sneak preview to whet your appetite.

This year we gathered information from or about 107 EDD services and software providers, and from 29 law firms and 19 corporations.  Using more than 350 qualitative and quantitative factors, we ranked those providers - top overall EDD services providers, top overall EDD software providers, and top EDD providers in various categories.  Although one can, and perhaps should, take issue with the specific rankings, we feel that the providers listed below represent the best of the best, an elite cadre singled out from a field of well over 600 organizations that offer some form of EDD services or software.

Upcoming Fios Webcast Seminars

Instant Messaging, Preservation and e-Discovery Collection Obligations
Tuesday, July 29, 2008 1:00pm (EST) / 10:00am (PST)
As instant messaging becomes an integral part of conducting business, it has also created a new class of ESI that is subjected to legal discovery. In this one hour webinar, Ronni Solomon, Esq. from King & Spalding will discuss the best practices for organizations compelled to preserve and collect instant messaging and related files during discovery. Click here for more info

e-Discovery Issues for Manufacturing Companies: Managing Product Liability Portfolios
Tuesday, August 05, 2008 1:00pm (EST) / 10:00am (PST)
Fios Consulting staff members Dennis Kiker, Esq. and Peter McLauglin, Esq. will discuss strategies for identifying and relevant ESI across global manufacturing organizations.
Click here for more info

EDiscovery Summer School Webinar

The Sedona Conference continues with its Working Group Audio Series and will present a Case Law Update webinar on Thursday, July 24th 3:00 - 4:00pm (EST). The webinar will discuss a variety of issues being addressed by the Circuit Court of Appeal including the appropriate roles of forensic examination in e-discovery, privilege assertion and waiver along with the application of e-discovery principles to criminal case. Click here to read more.

FutureTech Podcasts from LegalTech West Coast

They're up! Our "six-pack" of podcasts from the "TomorrowLand" panel of the Law Technology News presents FutureTech track at last month's LegalTech West Coast are now available at Law.com's Law Technology Now site. (You can also find it at the Legal Talk Network, and on iTunes!)

You can listen to the predictions and wisdom from Tom Baldwin, Craig Ball, Doug Caddell, Peter Hsiao, Judith Flournoy, and J. Craig Williams, and download PowerPoints. With a nod to Disneyland's iconic venue, we looked forward to the "tomorrows" of legal technology.

It took quite a team effort to make this happen. First, thanks to our audience for graciously helping us with the bumps and gurgles that happen when trying to record a live program. Your enthusiasm (and patience) was much appreciated as we coped with the Murphy's Law tech problems! We learned a lot that will help future efforts! (OK, cue the cute kid with the big hair and the dog....."The sun will come uuuppp, tomorrow....")

Second, thanks to our amazing speakers, who stepped up to the proverbial plate to deliver amazing content. You are terrific!

Third, thanks to BlueArc, our sponsor of the live program and the podcasts, for joining us on this inaugural effort. (Be sure to visit their website to learn about their network storage offerings). 

ALI-ABA Webcast on EDD in Employment Cases

On June 24, ALI-ABA will be conducting a live webcast titled "e-Discovery Developments in Employment Cases."  Two federal magistrate judges--Paul Grimm from the District of Maryland and James Francis from the Southern District of New York--will be facilitating the course.  The judges will discuss, analyze, and practice tips on:

• ESI retention programs
• When and how to implement a litigation hold,
• Spoliation avoidance techniques and avoidance of a Qualcomm disaster
• Framing Rule 34 discovery requests in light of the new E-Discovery rules

...and more.  Go here for more info and to register. 

FTI Webcast on Prepping for Litigation Events

FTI Consulting is holding a webcast titled "Are you REALLY Ready For eDiscovery?" The webcast will take place on Thursday, June 19, at 1:00 pm EDT.  Vivian Tero, Research Manager for Compliance Infrastructure at IDC, will discuss how organizations are preparing for litigation events, including their current initiatives, challenges, and near-term priorities. 
Go here for more information and registration. 

CT Summation on "Discovery Taskforce 101"

CT Summation is holding a webinar titled "Discovery Taskforce 101: The Nuts and Bolts of Setting Up an e-Discovery Taskforce." It will take place Wednesday, June 12, at 10:00 am EST.  Go here for more info or to register.

Fios' new June/July E-Discovery Webcasts

Fios Inc. has released info on upcoming webcasts, including:

• "Top 10 Questions IT Should Ask Legal on e-Discovery."  Tuesday, June 24, 1:00 pm EST.
  
• "E-Discovery Case Law Update — Understanding the Impact."  Tuesday, July 08, 1:00 pm EST.
• "Sedona Update: Understanding Defensible Search & Retrieval Methods." Thursday, July 17, 1:00 pm EST.

More info and registration here.

"Sell Your Tech," with Doug Caddell

A slight diversion from EDD, if you will indulge me for a moment, to share my excitement about a great program and podcast:

Our June edition of Law Technology Now podcasts features Doug Caddell, CIO of Foley & Lardner, who discusses "Sell Your Tech" -- how law firms can no longer just market their lawyers, they must use their technology tools as well to win, and keep, clients.

Caddell wrote this cover story last year, on this topic, which will also be the cornerstone of our upcoming "FutureTech" track at LegalTech West Coast. The FutureTech track will also include a Green Law panel; and a "TomorrowLand" (with a hat tip to Disneyland) program featuring six industry leaders, whose presentations will be recorded for a special "six-pack" Law Technology Now podcast series in July.

The FutureTrack program, as well as the June and July podcasts, are sponsored by BlueArc, a San Jose, Calif.-based company that offers

CT Summation To Hold Discovery Cracker Webinar

CT Summation will be holding a webinar demonstration of Discovery Cracker 5.1, on Wednesday, June 11, at 10 am PDT.  The webinar will also introduce Discovery Cracker for Legal Professionals, a new option for law firms and corporate legal departments managing small to mid-sized projects. Go here to register.

Pinpoint Labs' Webinars on PG Pinpoint

Pinpoint Labs will be hosting two webinars that detail how to use PG Pinpoint, a file deduplication software. The hour-long webinars will take place Tuesday, June 10, at 3 PM CDT and Thursday, June 12, at 3 PM CDT. 

Guidance Software and IDC Present EDD Webinar

Guidance Software and IDC are presenting an e-discovery webinar:  “Enterprise Strategies for eDiscovery, Retention Management, and Data Loss Prevention” will take place Wednesday, June 4, at 2pm EST.  It will feature guest speaker Vivian Tero, Program Manager of Compliance Infrastructure at IDC.  More info and registration here.

CLE Credit for "Ethical Issues in E-Discovery"

The ABA will be hosting a 90-minute teleconference and live audio webcast on "Ethical Issues in E-Discovery."  It will provide an ethics credit for CLE, and will take place Wednesday, June 4, at 12pm EST.  Go here for further information and registration.

Onsite3 and Clearwell Sponsor E-Discovery Webinar

Onsite3 and Clearwell Systems will be co-sponsoring an e-discovery webinar: "E-Discovery Best Practices for Early Case Assessments" will take place Tuesday, June 10, from 1-2 pm EST. 
It will cover how to utilize "quick peeks" to develop more effective case strategies, best practices of leading law firms and corporations, and more.  For details,  go here.   

Clearwell Systems and Google Host EDD Webinar

Clearwell Systems Inc. has announced a free web seminar with Google.  The seminar will feature Vivian Tero, Program Manager for Compliance Infrastructure at IDC. It is titled "Weathering the E-Discovery Perfect Storm: Best Practices for Gaining Control over Corporate E-Discovery," and will be held on Tuesday, June 3 at 10 AM PDT.  Go here to register.   

Symantec's E-discovery Roundtable Podcast

Recently, Symantec has posted a podcast of its recent e-discovery roundtable, featuring Ted Barassi of Symantec Corp.; James Daley of Redgrave Daley Ragan & Wagner; Gregg Davis of Webcor Builders; and George Socha of Socha Consulting and the Electronic Discovery Reference Model.    Go here to listen. 

Webinar on In-House v. Outsourced E-Discovery

Clearwell is sponsoring a webinar called "Achieving the Right Balance between In-House Technology and Outsourced E-Discovery Services."  It will take place May 14, at 10 a.m. PT / 1 p.m. ET., and will feature e-discovery experts George Socha and Dean Gonsowski.  For more information or to register, click here.

Tom O'Connor on Law Technology Now

E-Discovery: Defining Documents -- Bye Bye Bates

One of the most challenging problems facing litigators is how to work with the massive volume of digital documents produced during discovery. In the past, each piece of paper was stamped with a "Bates" number -- to help manage exhibits. But with digital files, no "pages" and no "Bates" number! Now files may be anything from Excel spread sheets to Word files, to e-mail, to iPod downloads! What to do?

Listen as Monica Bay, editor-in-chief of Law Technology News talks with Tom O'Connor, director of the Legal Electronic Document Institute (and a long-time member of LTN's editorial advisory board) who says it's time to rethink how we process and review files. Hear about a simple step that controls costs, improves accuracy and could dramatically change the face of e-discovery.

CTSummation's Discovery Cracker 5.1 Webinar

CTSummation will be holding a webinar demonstration of Discovery Cracker 5.1.  It will take place May 15, at 10 AM PDT.  It will take attendees through an EDD processing project.  Registration and info here. 

Fios Inc. Presents E-Discovery Webcasts

Fios Inc. is presenting a webcast:  "Complex Litigation, Complex Data, Collaborative e-Discovery" will take place Wednesday, May 07, at 10:00 AM Pacific / 1:00 PM Eastern.  It will last one hour and feature Laura Webster (Program Management Analyst at Fios) and Mary Mack (Corporate Technology Counsel at Fios).  Details here.

Other upcoming webcasts include:

• An Inside Look at Corporate Legal Departments - New Research Unveils e-Discovery Trends and Perspectives (Wednesday, May 14)

• Electronic Discovery 101 (Thursday, May 22)
  

A complete list of upcoming webcasts and details can be found here. 

Webinar on Subprime Litigation and E-Discovery

Attenex is presenting a web seminar titled "Risky Business: Subprime Litigation and the Role of E-Discovery."  Chris McClean of Forrester Reserach and David Weber of Navigant Consulting will talk.  The question:  "Are your legal, IT and compliance teams ready to weather the subprime lending fallout storm?"
The 60-minute seminar will take place on Tuesday, May 13, at 1 PM EDT/10 AM PDT. Go here for more information/to register.

Sneak Preview: "FutureTech" at LegalTech LA

Campers:

I've been JUST a leetle distracted lately, putting the final touches on the upcoming, first-time ever  Law Technology News Presents FutureTech  at LegalTech West Coast.

We're calling it "The Trifecta" inside ALM, because it's the first time  we've conceived an effort that includes a live presentation, podcasts, and an LTN report.

Here's the 411:

Law.com EDD Webinar: Controlling Costs

Our latest Law.com/LTN  EDD Webinar, E-Discovery: Controlling Costs is now available. This one-hour  webinar was sponsored by EED (Thanks!) and is free.

We had a blast taping this one; how could you not with such a fabulous group of speakers:

* Craig Ball, LTN's "Ball in Your Court" columnist and Austin-based trial lawyer/tech guru/ computer forensic examiner.
* Patrick Oot, director of E-Discovery and senior lit counsel at Verizon
• Rich Hauser, senior corp. counsel, office of the general counsel, Farmers Group, Inc.
• Browning Marean, partner, DLA Piper U.S.

Yours truly was the moderator.

Enjoy!  And we love to get feedback!  Let us know what we can improve and what you like: E-mail us at eddupdate@alm.com.

Sedona Conference Webinar on Non-Party Production and Rule 45 Subpoenas

Friday, April 25, at 3:00 PM (ET), The Sedona Conference's "Voices From the Desert"
webinar series will feature a discussion on Non-Party Production and
Rule 45 Subpoenas.  Go here for more details.

Webinar on Non-Party Production and Rule 45 Subpoenas

The Sedona Conference's  "Voices From the Desert" webinar series will continue on Friday, April 25, at 3:00 PM Eastern.  The discussion topic is "Non-Party Production and Rule 45 Subpoenas."  More information at the bottom of this page.   

Webinar on Risk Management of ESI

Heads-up on an upcoming webinar, on "Risk Management of Electronically Stored Information."  The discussion will include include Bob Little and Joseph Venturella of RenewData; Norman Yee of  Celerity Consulting Group Inc.; and William Schiefelbein of LECG.  Wednesday, April 23, at 1pm Central Time. More info and registration here. 

Mimosa Webinar Features Craig Ball

"E-Discovery: The Top 10 Mistakes to Avoid" will be presented by Mimosa Systems Weds April 30 at 2 pm Eastern. Speakers include Craig Ball (EDD Update author and LTN columnist) and Mimosa director Bill Tolson.

Quick Trip to MSP

Special thanks to the gang at Kroll Ontrack and at Merrill, for taking time from their very busy schedules to meet with us this week in the Twin Cities. Our conversations were terrific, and nuanced. We talked about everything from how customer service will be a differentiator as the vendor wars escalate, to  how everybody's trying to position themselves to provide effective counseling to their clients who are struggling to grapple with e-discovery.

Kudos to Craig Levinsohn , Allison Guidette and Daniel Pelc at Merrill, and  Michele Lange and her team (including Christian Betancourt and Kaitlin Creager) for all their insights. We also had a chance to touch bases with Benjamin Green, operations manager of ComputerForensic Services. And we always enjoy a chance to feast at the St. Paul Grille with the Thomson West gang (Gretchen DeSutter, John Shaughnessy, Jeff Patrias, and Melissa Deml). (We'll be returning to Mpls in early June for a more extended visit to Eagan).

On the EDD front, both Kroll and Merrill "get" that the profession is in desperate need of education on the complex challenges they face. Toward that goal, among the many materials both vendors have been producing are white papers, surveys, podcasts and webinars.

Here are some samples:

From Merrill:
* Total Evidence Management: A winning Approach to Complex Litigation.
* Authenticating Digital Evidence: Identify and Avoid the Weak Links in Your Chain of Custody.

From Kroll:
* Electronic Discovery Filtering: Early Processing Metrics Technology: Download kroll_ontrack_early_processing_metrics.doc

* ESI Trends Report  Download 2008_esi_trends_report.pdf (Also, see next post).

Webinar on E-Discovery Case Preparation

CT Summation is presenting a "Thought Leadership Webinar," a discussion of e-discovery case preparation with Bill Kellermann and Tom O'Connor.  It will take place Thursday, April 17, from 9:00-10:00 Pacific Time and again from 3:00-4:00 Pacific Time. More info here.

Fios to Host EDRM Webcast

Fios Inc. and EDRM will be holding a webcast called "EDRM at 3: Achievements and the Road Ahead."  It will feature  George Socha, Jr. and Tom Gelbmann.  The webcast will take place Wednesday, April 9th at 1:00 PM EST/10:00 AM PST.  More info and registration here.

Wave Software President in HTCN Interview

Wave Software has announced that its president, Robert Childress, was interviewed by the High Tech Crime Network. The interview can be heard on the player on the left-hand side of the HTCN website.

ABA Hosts E-Discovery Teleconference

The ABA's Section of Litigation will be hosting a Litigation Series CLE Teleconference, "Electronic Discovery: Protecting Sensitive Data and Using it as Proof," on Tuesday, April 8. More info here.   

Webinar: Order to Chaos (Guidance, Symantec)

A webinar, Bringing Order to Chaos, will take place on April 3 at 11 a.m. Pacific time, featuring Jack Halprin Sr. eDiscovery Product Marketing Manager, Guidance Software; Sean Regan, Product Marketing Manager, Enterprise Vault, Symantec.

Sedona Conference Webinars

The Sedona Conference reports that its "Voices from the Desert" series continues Wednesday March 19 with a commentary on ESI Evidence and Admmissibility, featuring editor Kevin Brady and three members of the Working Group 1. Details here.

RenewData Webinar on ESI Risk Management

RenewData will host its second webinar focused on Electronically Stored Information Risk Management, which will focus on the implications of the FRCP amendments from a litigator's viewpoint. The panel will discuss how the revised rules have affected the strategies of outside counsel when responding to e-discovery requests, and address ways in which these challenges can be mitigated before litigation begins.  This webinar will take place on Wednesday, March 12 from 2:00 – 3:00 p.m. (ET).  Go here to register. 

Webinar on Early Case Assessment

Clearwell Systems Inc. is sponsoring a free webinar, “E-Discovery Best Practices for Early Case Assessment,” at 1pm EST on March 5th.  George Socha will be providing his expertise.  Go here for details.

LTNY 2008: Podcasts & Video

Catchin' up post-LTNY:

• Robert Ambrogi & J. Craig Williams had LTNY covered on their LegalTalkNetwork podcast, Lawyer2Lawyer. From New York, Ambrogi trolled the showfloors, talking to vendors and even Henry Dicker, LTNY's chief. Take a listen to what about a dozen folks had to say, ranging from Thomson Corp.'s John Shaughnessy to Robert Childress, president of Wave Software, to Joseph Scott of Compulaw.

From the West Coast, Craig was kind enough to interview me about key trends at the show. Check it out here. (Scroll down).

• If you missed it, Thomson West also did a podcast, featuring Ambrogi, The Wall Street Journal's Ashby Jones, et moi, here. They also did a You Tube videos, here, with Ambrogi and me, here. 

Thomson West Legal Tech Blog & Podcast

Thomson West offers its Legal Tech blog here as well as a special podcast, featuring The Wall Street Journal's legal correspondent, Ashby Jones; Legal Blog Watch's own co-moderator Robert J. Ambrogi; and Monica Bay, LTN editor and author of The Common Scold.

MessageOne on E-mail Archiving

MessageOne has released a white paper and accompanying podcast about common myths and misconceptions regarding e-mail archiving.

Almost Live from N.Y. - Blogging LegalTech '08

We're excited to announce that Law.com, in cooperation with Law Technology News magazine, will be offering a special platform for those of you who will be blogging from next week's LegalTech New York event.

We'll devote Law.com's Legal Blog Watch Web page and newsletter to LTNY coverage from Tuesday through Thursday, Feb. 5-7, offering a central clearinghouse for LTNY-related blog coverage. By showcasing links to your posts, we hope to generate interest in and traffic to YOUR blog.

Here's the plan. If you're planning to attend LTNY and blog about it, please drop us a line now at legalblogwatch@alm.com with the name of the blog and the bloggers. That way we'll know who to expect to hear from next week, and we'll be able to post a note about our blogger-participants.

After you post on your blog, send us the URL (permalink) with an intro sentence about the post to legalblogwatch@alm.com. Our Legal Blog Watch editor will post them — in a style similar to that of the EDD Update Blog.  Be sure to include your name, the blog name, your phone number and email address in case we need to contact you.

We’ll highlight this LTNY Special Edition of Legal Blog Watch on Law.com, the Law Technology News website, Law.com Legal Technology  and our associated blogs: EDD Update, Sean Doherty's Law.com Legal Technology and Monica Bay's The Common Scold.

Bloggers who are journalists, consultants, or analysts should let us know if they need free press credentials. (Vendor bloggers are welcome to participate, but we can’t offer them press credentials.) Please email requests for credentials to LegalBlogWatch@alm.com by noon on Monday, Feb. 4, and pick up your credentials at LegalTech registration during the show. When you email your request, be sure to include your name, address, blog name, email address and phone number.

All bloggers are welcome to join us Wednesday, from 9-10 a.m., for an informal bloggers gathering at the Pettite Trianon Room, on the 3rd floor of the Hilton. We'll even provide lousy coffee and mediocre Danish.

And bloggers -- in case you are wondering, the Hilton offers free wireless in its lobby.

If you have any questions, please email us at (David) or (Monica).

Cordially,

David Snow
Executive Editor
Law.com

Monica Bay
Editor-in-Chief Law Technology News
The Common Scold
EDDUpdate

RenewData webinar series: ESI Risk Management

RenewData is offering a webinar series on ESI risk management, featuring Jeff Overton and Rick Luttrall, both of the company. Register here.

Recommind webinar: Revised FRCP 1 Year Later

Recommind and Law.com are offering "The Revised FRCP: 1 Year Later & The Road Ahead," featuring
Laurie Weiss, Partner, Fulbright & Jaworski, Kenneth Leissler, Director, Forensic & Dispute Services, Deloitte Financial Advisory Services, and moderator Craig Carpenter, Vice President, eDiscovery Solutions and General Counsel, Recommind.

Symantec White Papers

Symantec Corp. offers a range of EDD white papers, case studies, and webinars, including "Leveraging Technology to Enable Automatic Holds," and "CIO Guide to the new FRCP," here.

Launch: "Law Technology Now, with Monica Bay"

We've very excited to announce our new Law.com monthly podcast, Law Technology Now with Monica Bay, which is produced in partnership with Legal Talk Network. The idea behind the podcast is to supplement Law Technology News — each month, I will interview an author from the current edition. Each podcast is approximately 15 minutes long, and provides an opportunity for members of the legal community to hear about the latest developments in technology that are designed to help lawyers deliver “faster, better and cheaper” legal services to their clients.

Webinar: Media Relations Bootcamp for Lawyers"

LTN's editor-in-chief Monica Bay will present a live webinar, "Media Relations Bootcamp for Lawyers," on December 11, from 1-2 p.m. (Eastern), presented by The National Constitution Center. For registration information, click here.

Webinar: The E-Discovery Playbook

Attenex is offering a webinar on Tuesday, Dec. 11: "The E-Discovery Playbook: Build a Strong Offense with Early Case Assessment," featuring George Socha and Ashley Watson. Details here.

Michael Goldblatt's Webinars Links

Michael Goldblatt, of the Louisiana Lawyers Computer Group, has compiled a list of webinars (not all pertain only to EDD). Here are a few from his list that might be helpful to you:  • ABA TechShow  • CIO Magazine  • LTN 

Preparing for Meet & Confer (Clearwell)

Clearwell is hosting a free web seminar titled “Preparing for the Meet & Confer—How Early Case Analysis Can Give You A Significant Competitive Advantage,” featuring George Socha, EDD expert and co-founder of the Electronic Discovery Reference Model (EDRM) Project. The webinar will take place on Thursday, November 15 at 1 p.m. ET. For more information, click here.

Mimosa Systems FRCP Webinar

Mimosa Systems is offering a webinar, "Federal Rules of Civil Procedure 101: Ignorance of the Law is No Excuse."  411 here. Hat tip: Technolawyer.

International EDD Webinar

Campers: I'm moderating a webinar that will tape late this afternoon (EDT) about international EDD. (It will be available in early November, and I'll post details once they are finalized.)

If you have any questions you'd like me to pose to our terrific panel -- feel free to e-mail me today (until about 3 p.m. Eastern)

Arkfeld ESI white paper available from Merrill

Merrill Corp. is offering a white paper from Mike Arkfeld (one of our EDD Update authors) on ESI. (He also recently did a webinar with Merrill's Neil Aresty -- check the links on the right nav bar). Here's the link to get the download, which covers the scope of ESI requirements in the FRCP revisions, the consequences of failing to produce ESI, and discusses Merrill's products.

Update: Merrill is also offering a webinar.

Webinar: Arkfeld & Aresty on ESI

EDD Update author (and LTN board member) Michael Arkfeld, along with former LTN edit board member Neil Aresty, have recorded a one-hour webinar, "Total Evidence Management." Neil is now sr veep with Merrill Legal Solutions.

The two discuss the scope of ESI requirements as spelled out in the FRCP amendments; and the consequences of failing to produce ESI. It's a vendor-produced webinar, so of course it will also discuss the company's services.