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On-Demand Webcasts

Exterro’s “on-demand” webcasts are designed to help legal and IT professionals gain insight and strategies for defensible, cost-effective e-discovery management. Learn the latest on case law, industry trends, technology advancements, real-world practices, regulatory developments and more from Exterro’s clients, guest presenters and internal experts.

Legal Hold 2.0 for Defensible E-Discovery
Legal Hold Spring Training: Webcast #2: Time and time again, organizations are sanctioned for not taking the necessary, court-mandated steps when preserving all potentially relevant electronically stored information (ESI). In this webcast, e-discovery experts will review recent case law of past, sanctionable preservation mistakes and how to create a defensible, actionable checklist for implementing and managing legal holds.
Building Blocks for a Defensible In-House E-Discovery Process
Legal Hold Spring Training: Webcast #1: Corporate data volumes are growing at an alarming rate, leaving in-house legal departments scrambling to manage a never-ending list of growing e-discovery demands. In this webcast, members from Viacom’s in-house e-discovery team will discuss their take on constructing defensible and effective e-discovery processes.
Practical Predictive Intelligence for Proactive E-Discovery
Predictive technologies and advanced analytics, such as predictive coding, in-place early case assessment (ECA), automatic document categorization and technology-assisted review (TAR), are becoming common place terms in e-discovery.
Advances in E-Discovery Project Management: Mitigating mistakes with visibility and control
E-Discovery demands detailed management of resources across cross-functional teams inside and outside the enterprise. A lack of proper management can lead to missed court deadlines, out of control expenses, lost evidence and sanctions.
Healthcare Information Governance: Balancing Regulatory Requirements with E-Discovery Demands
With the ongoing enactment of the Patient Protection and Affordable Care Act and HIPAA requirements, the need to implement defensible information governance policies and e-discovery practices by healthcare organizations has never been greater. Attorneys Kenneth Rashbaum and Joshua Cohen will lead an interactive discussion on how to balance these evolving regulatory mandates with e-discovery legal requirements to mitigate risk and costs.
Big Data Converging with Legal, Information Governance and Regulatory Requirements

The global economy has been transformed by the explosion of Big Data. While Big Data initiatives are providing organizations greater insights into business activities, consumer behavior and market trends, they are also exposing a variety of risks within the legal realm associated with the unprecedented growth of structured and unstructured electronically stored information (ESI) behind…[Read More]

Best Practices for Leveraging Predictive Technologies

Recent court rulings have given legitimacy to the use of “predictive” technologies for addressing skyrocketing e-discovery costs, specifically review. E-Discovery teams are also discovering that predictive technologies can now be applied across multiple phases of the EDRM, enabling them to gain crucial intelligence about a matter much earlier in the process. But with this powerful…[Read More]

Cloud Computing & E-Discovery: A Benefit & Risk Analysis

Nearly every employee who uses a computer, smart phone or logs onto a social media site stores electronically stored information (ESI) on the cloud. Beyond storage, cloud computing offers significant potential to organizations looking to cost-effectively expand services and support global expansion. However, it also raises serious legal challenges, especially when an organization must identify,…[Read More]

E-Discovery Case Law Review: The 3 Ps for 2013

2012 has produced numerous, notable decisions that have further defined e-discovery best practices. Throughout these cases, three overarching e-discovery themes, the 3 Ps, have emerged from the court opinions: Predictive: The acceptance of new predictive technologies Proactive: The importance of employing proactive techniques/strategies to make effective proportionality arguments and prevent spoliation sanctions Process: The essential…[Read More]

Leveraging Predictive Technologies Across the EDRM

Multiple e-discovery software vendors offer products featuring “predictive coding” for streamlining review. Yet with big data and legal governance challenges converging, corporate legal teams are further demanding proactive intelligence that can help them identify key documents, negotiate favorable case settlements, prepare for FRCP 26(f) conferences and reduce e-discovery costs much earlier in the process. The…[Read More]

Cross Border E-Discovery beyond the EU: Recent Developments, Practical Advice

In recent years, multinational corporations with operations in the EU have been required to address so-called “blocking statutes” and stringent privacy regulations when involved in cross-border e-discovery. New developments in China, India, Mexico, and others are adding uncertainty for U.S. legal teams trying to comply with and enforce defensible preservation and collection standards. In this…[Read More]

(b) v. (d) Protecting Against the Disclosure of Privileged Information in E-Discovery

With corporate data volumes growing at unprecedented rates, legal teams face an increasing risk of producing privileged material during e-discovery. Federal Rules of Evidence (FRE) protects against the waiver of privilege subject to the attorney-client privilege or work product doctrine via FRE 502(b), which provides protection only when the disclosure is inadvertent and reasonable steps…[Read More]

New ABA Rule Amendments: Changing Attorneys’ Relationship with Technology

In today’s fast-moving digital age, attorneys must understand technology – both its capabilities and limitations – to competently and diligently represent clients. This webcast will discuss the American Bar Association’s recently approved new amendments to the Model Rules of Professional Conduct and associated commentary to address technology’s growing role in the legal profession. Among other…[Read More]

Collaborative E-Discovery: Driving defensibility through transparency inside & outside the corporation

E-discovery is a multi-faceted, time-consuming process comprising various processes, people (custodians, service providers, outside law firms) and technology (software, Cloud computing). In most cases, inside legal teams are responsible for managing the e-discovery and associated legal risks as cost-effectively and defensively as possible. Transparency and collaboration, enabled by technology and expert services, are critical for…[Read More]

Exterro and Catalyst: Bridging the E-Discovery Divide

Defensibility. Efficiency. Visibility. Collaboration. These four goals frame successful e-discovery initiatives, yet achieving them can be challenging. Exterro and Catalyst now partner to deliver a joint e-discovery solution that integrates behind-the-firewall functions, like legal hold, early case assessment and collections, with outsourced services, such as privilege review and production. Coordinated workflows and information exchanges provide…[Read More]

M&A Challenges: Minimizing E-Discovery Risks Pre- and Post-Merger

Mergers & acquisitions (M&A) can put corporations through painstaking transition periods. For example, most mergers prompt the U.S. Department of Justice (DOJ) to submit formal second requests of electronically stored information (ESI) from the involved parties within 30 days after the public filing of the initial M&A plan. To fully comply, legal & IT teams must identify, collect,…[Read More]

Healthcare’s E-Discovery 9-1-1 Call: Preventing another e-discovery heart attack!

In the healthcare industry, the move from paper to electronic medical records (EMRs) has created unique complications with added potential liability for both medical providers and insurance companies. Data breaches, audit trails, inadvertent document alterations, HIPAA compliance and growing litigation volumes are causing legal and IT teams to triage matters with care, particularly when e-discovery…[Read More]

Litigation, Investigations and Regulations, Oh My!

Just like Dorothy from the “Wizard of Oz,” corporations are facing a tornado of e-discovery related concerns that stretch beyond just litigation. According to a recent market study*, six out of 10 executives view investigations as a major threat. For a sizeable chunk, this threat has become a reality with 37% reporting an increase in…[Read More]

E-Discovery Interviews: Techniques to Quickly Identify Relevant ESI When the Trigger is Pulled

Like a police officer interrogating a key witness, legal teams have a duty to their clients, both internal and external, to diligently interview all key custodians when the trigger to preserve electronically stored information (ESI) is pulled (a.k.a. when litigation becomes likely). Too often attorneys and the litigation support teams are the sole decision makers…[Read More]

E-Discovery and Information Governance: Assessing needs and aligning priorities

The increasing frequency and severity of e-discovery in litigation and regulatory investigations is causing organizations to re-assess their overall information governance (IG) strategies. With growing data volumes being stored in silos and no common framework for managing it, many legal and IT teams are struggling to align IG and e-discovery requirements. This webcast will examine…[Read More]

E-Discovery Case Law Wake-Up Call: No regrets, just lessons learned…

Almost half way through the year, 2012 has been filled with instructive e-discovery cases that are providing significant wakeup calls to legal teams. While the themes might be familiar – preservation triggers, cost shifting, cooperation, spoliation, etc. – it’s the “holes” in the e-discovery process that are causing the alarms to go off. In this…[Read More]

U.S. Privacy Laws & E-Discovery: Navigating a Brave New World

In the age of the Internet, social media and other sophisticated forms of technological communication, the lines have been blurred as to what constitutes private information, adding a new challenge in managing electronically stored information (ESI). Typically thought of as an international e-discovery issue, this is one of the critical challenges lawyers face – understanding…[Read More]

Vie Privée, Privacidad, Privatsphäre, Privacy: EU Privacy Updates and Other Developments

Cross-border e-discovery regulations continue to grow in complexity. New developments, such as the new European Union Data Privacy Regulation, the recent ABA Resolution on international data privacy and The Sedona® International Principles on Discovery, Disclosure and Data Protection, are adding more uncertainty for U.S. legal teams trying to comply with and enforce defensible preservation and…[Read More]

De-Mystifying Early Case Assessment (ECA) for Cost-Effective E-Discovery

Since the amendments to the Federal Rules of Civil Procedure went into effect in 2006, global organizations have been forced to reassess their processes and reduce legal spending. The concept of early case assessment (ECA) has emerged as one answer to the legal industry’s struggles; however, the methods and definition for ECA and how to…[Read More]

Implementing Effective E-Discovery Workflows Between Inside & Outside Counsel

E-discovery is a complicated, time-consuming process involving resources from inside and outside the organization. Effective e-discovery management requires collaboration and communication between all parties to ensure the effective exchange of information around timelines, budgets and technical requirements. Communication breakdowns can result in lost evidence, missed deadlines and potential sanctions. Having defined, automated e-discovery workflows can…[Read More]

2012 E-Discovery Case Law Forecast: Hindsight is 20/20

An organization’s e-discovery process is only as strong as it is defensible. The biggest challenge lies in understanding how to balance defensible legal strategies with deadlines, potential costs and court expectations. With hindsight being 20/20, learning from past mistakes can help shed some light on how to more effectively address e-discovery challenges in the coming…[Read More]

Proportionality vs. Defensibility in E-Discovery Collections

The collection of electronically stored information (ESI) has evolved into one of the most controversial and costly phases of e-discovery. Many vendors and outside counsel recommend the bit-by-bit disk imaging and post-collection processing/culling of ESI as the most defensible approach. Yet, technology has advanced to enable culling and analysis of ESI prior to collection, resulting…[Read More]

E-Discovery Forecast: Cloudy with a Chance of Sanctions

The emergence of the “cloud” has revolutionized the storage of electronically stored information (ESI). Many corporations are rapidly moving email, documents and financial records from on-site servers to the cloud. And, where ESI goes, so does e-discovery. The advent of the cloud has helped facilitate important advancements in e-discovery technology and practices. It is also…[Read More]

Advancing Workflow-Driven E-Discovery Management With Exterro’s Fusion LawFirm™ Suite

Enhanced workloads, shrinking staff sizes, evolving defensibility standards and advancing technology are just a few of the challenges facing law firms today. Investing in software solutions for effectively managing this process can be daunting. This webcast will provide ILTA members an overview of the newly unveiled Fusion LawFirm™. Attendees will learn how Exterro’s comprehensive e-discovery…[Read More]

A Smarter Approach to E-Discovery: Integrating Workflow and Technology to Streamline your Process

In e-discovery, one size does not fit all.  Companies face unique challenges and litigation requirements that must be reflected in their e-discovery process.  A critical element of a successful e-discovery approach is a strong workflow that facilitates and coordinates the many responsibilities that comprise the overall process. While the EDRM provides a useful reference point for the…[Read More]

Marrying Workflow and Data To Make eDiscovery a Manageable Business Process

Analyst Barry Murphy, from eDiscovery Journal, explains that as eDiscovery raises its profile in the mainstream news and on the corporate radar, there is a strong desire to assert control over it.  To reduce costs and risks, corporations must approach eDiscovery as a manageable, repeatable business process.  By combining intelligent workflows with comprehensive data management,…[Read More]

The Dodd-Frank Effect on Information Management

On July 21, President Obama signed the Dodd-Frank Wall Street Reform and Consumer Protection Act into law. This law created significant financial industry changes, established record-keeping and reporting requirements, and will require internal legal departments to take steps to ensure quick, accurate internal investigations are conducted as firms look to achieve higher transparency. Successful adherence…[Read More]

Avoiding Legal Hold Traps: The Pension Committee and What It Means to You

In the wake of Judge Scheindlin’s Pension Committee decision, many law firms are taking a closer look at their legal hold processes and liability risks. It is easy to rely on your clients to manage their own legal holds. However, many law firms are recognizing that this approach is neither defensible nor sustainable, and that…[Read More]

E-Discovery Project Management and Legal Hold: A Practical Approach for Law Firms

In today’s panel presentation, seasoned e-discovery experts will show why project management is the key to success for e-discovery by deconstructing the electronic discovery reference model from a new perspective: project management. They’ll break down, step by step, how project management principles can be applied to case management as well e-discovery processes to cut costs,…[Read More]

Automated Data Mapping: A Defensible ESI Strategy

This one hour webinar will offer businesses and their legal, IT and records management teams a thorough understanding of what data mapping is and why it is important to their day-to-day operations and overall business goals. Our experts will discuss what a data map is, why having one is essential, and best practices for creating…[Read More]

A Simplified Approach to E-Discovery Workflow

In this panel presentation, seasoned e-discovery experts will show why project management is the key to success for every e-discovery undertaking by deconstructing the electronic discovery reference model from a new perspective: Integrated project management. They will break down, step by step, how to make project management principles work for your organization and how they…[Read More]