Pt 2 Building an E-Discovery Process for Success – All Star Panel

Plan_FOR_SUCCESSThis was the first online CLE program I hosted with Pike & Fischer back in December of 2006, the predecessor to BNA’s Digital Discovery and e-Evidence publication. Given the fact there have been at least 80 shows since, it must have gone alright. I believe this was one of the first shows on the electronic discovery circuit which attacked the nuts and bolts of an electronic discovery project in the trenches. Prior to this, all the CLE’s I attended were on Zubulake and other cases. How to get technology and a review team operating correctly was not being addressed anywhere. This show was created out of frustration. I had attended so many national CLE conferences, and no one was talking about how the work is actually done. What I decided to do, with Carole Eoannou’s support at Digital Discovery and e-Evidence, is put a program of thought leaders together to discuss this issue. The All Star cast was excellent and many of them remain my friends today: Kevin Esposito who at the time was leading Pfizer’s efforts in E-Discovery and now is a Director of E-Discovery at MetaJure; Tim Opsitnick from JurInnov who I now work with and an original Sedona Conference member; Tess Blair who heads Morgan Lewis’s E-Discovery group; Tim Coon from Eckert Seamans who was a significant client of mine at the time and was staffing one of the largest projects in the country; Chris Olsson who was a technology manager at Reed Smith but now is CEO of Cricket’s Legal Technologies; Jim Michalowicz who was a consultant at Altman Weil at the time but now is a Director at ACT Litigation; and my singing partner on You Don’t Bring me Paper, Tom Stevens from ACT Litigation. Together we covered a fictitious litigation which went horribly wrong, all based loosely on true facts in the electronic discovery world of projects which have been mismanaged, with the panel offering suggestions on what could have been done better on this electronic discovery project.

Today in 2009, one of my professional goals is to see larger projects be staffed more intelligently by using better process, statistical tools, technology toolkits, and the Q & A processes we talked about during the show. If executed appropriately, this means smaller and less costly review teams. Nevertheless, a well managed team and a facility that works still remain critical issues for any complex electronic discovery review project. So I still find this show to be relevant. Plus your first one is always special to you :). Enjoy.

Recorded 01/26/2006

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