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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.

e-discovery masters series


Masters Series Webcast: Making a Molehill Out of a Mountain

In the fifth webcast of our e-discovery masters series, e-discovery strategy masters will discuss key approaches for implementing information governance protocols that enables early identification of important documents, streamlines e-discovery activities, and minimizes the data sent to outside review.

Masters Series Webcast: Is Your Legal Hold Process “Reasonable” Under the Updated FRCP?

In the fourth webcast of our e-discovery masters series, defensibility masters will share perspectives on creating a legal hold process that will stand up to evolving FRCP standards.

Disruptive Change Confronts Law Firm Industry

In this webcast, the primary author of the Georgetown Law "2104 Report on the State of the Legal Market," James W. Jones, and other industry experts described in detail the forces that are leading to fundamental changes in the legal market and steps that firms can take to position themselves to take advantage of the opportunities presented by these changes.

Masters Series Webcast: Optimizing E-Discovery in a Multi-Vendor Environment

In the third webcast of our e-discovery masters series, masters of systems integration will share their perspective on the components needed to create an integrated environment for increased visibility and efficiency throughout e-discovery.

Masters Series Webcast: Transforming the E-Discovery Process

In this on-demand webcast, our masters of e-discovery process management will offer their perspective on effectively transforming e-discovery into a business process.

Social Media’s Increasingly Important Role in eDiscovery & Regulatory Compliance

In this webcast hosted by our technology partner Actiance, learn the emerging role social media is playing in e-discovery/regulatory compliance and best practices to ensure proper preservation and collection of social media content.

Masters Series Webcast: Survey Says…Insights into the Latest Litigation and E-Discovery Cost Trends

In the first webcast of our e-discovery masters series, a panel of cost masters from University of Chicago Law School, Norton Rose Fulbright and FTI Technology will review key findings from recent research on corporate e-discovery spending and reveal data-driven means for reducing costs.

Four Steps to Successfully Migrating Legal Hold Systems

Proliferation of electronically stored information (ESI) has made data preservation for electronic discovery – also known as legal hold or litigation hold – increasingly complex. In this on-demand webcast, experts share a proven four-step process for planning and executing painless legal hold data migrations, as well as strategies for achieving defensibility with minimal impact on custodians and attorneys.

Reality Check: You CAN Defensibly Delete Data

Many organizations are beginning to realize that there is nothing cheap about holding on to the exploding amounts of data, despite decreasing storage costs. And when information assets that could have been forever deleted are determined to be responsive to litigation, the cost of keeping them can skyrocket. In this webcast, you will hear from e-discovery and information governance specialists regarding the potential challenges of preserving and deleting data.

Streamlining Data Preservation for Regulatory and E-Discovery Purposes

For most large organizations, there will always be a need to retain data for varying periods of time, depending on internal policies and external regulatory mandates. In this webcast, data archiving and e-discovery specialists will discuss how IT and Legal can collaborate better and overcome the challenges when trying to preserve data across the enterprise.

Data Collection Considerations for Litigation, Criminal & Regulatory Matters

Organizations collect data related to legal matters for a myriad of reasons, from conducting internal audits to meeting litigation/regulatory obligations to responding to serious criminal allegations. In this webcast, legal and forensic experts will look at different types of data collections and explore the methods and technologies that support each one. They will also offer best practices for bolstering cross-departmental collaboration so that collection projects don’t place too much strain on IT resources.

Judicial Perspectives on the Proposed FRCP E-Discovery Amendments

You’ve had your chance, and you’ve spoken. Now hear what judges think about the proposed amendments to the Federal Rules of Civil Procedure (FRCP).

Step Up Your ECA Gameplan with Mobile Device Data Collection

Regardless of whether you officially support BYOD, most employees still use their own personal mobile devices (phones, tablets) for work activities. In this webcast, a panel of forensic experts and e-discovery professionals will discuss the necessary policies to defensibly include mobile devices in your e-discovery collection process.

Clean Up the E-Discovery Leftovers

In this webcast, information governance experts from Exterro and RSD share processes that enable legal and IT teams to delete irrelevant ESI through the use of timely and defensible legal hold releases.

Countdown to the FRCP Amendments from Portland

In this webcast, chair of this advisory committee, Judge David Campbell (D. Arizona) and committee member John Barkett (Partner, Shook Hardy Bacon) will give attendees an insider’s look into the Advisory Committee meeting in Portland and recap any further developments.

Information Governance & E-Discovery Update

In this webcast, panelists will discuss recent information governance trends and their impacts on e-discovery practices. They will also examine the role e-discovery technology plays in helping organizations proactively manage information governance issues related to litigation, regulatory compliance and corporate data remediation.

Understanding the E-Discovery Implications of Employee Status Changes

The status of employees constantly changes within an organization. They go on leave, move to new positions/locations, take assignments with different business units or subsidiaries, or depart the organization altogether. While employee movements are a routine element of modern business life, they take on critical significance in the context of e-discovery, where failing to properly track employees can very easily result in data spoliation and severe sanctions.

Significant E-Discovery Cases of 2013

In this webcast, three federal judges from across the United States will each break down one significant case from 2013 and discuss the foundational requirements that may help improve and clarify in-house e-discovery processes moving forward into 2014.

Transforming E-Discovery into an Efficient Business Process

E-Discovery can become an efficient business process at your company. How? Companies must invest in the right people, processes and technology. In this webcast, panelists will discuss the role technology plays in e-discovery and how it generates the needed visibility and communication channels for building efficient, cost-effective e-discovery processes.

Preservation Approaches: Any Way You Want It

Data Preservation Webcast #2: There are three primary ways to preserve data in response to e-discovery obligations: self preservation, in-place preservation and preservation through data collection. While there is no one-size-fits-all approach, organizations typically employ one or more approaches depending on the nature of the case, defensibility requirements and available resources. In this webcast, panelists will review all the three preservation approaches and discuss why one or combination of the three may be better suited for some organizations and cases than others.

Cost-Effective Preservation: Don’t Stop Believin’

Data Preservation Webcast #1: Most corporate legal teams have identified the need for an automated legal hold process that quickly puts potentially relevant custodians and data stewards on notice that ESI under their care must be preserved. Given the exorbitant costs of over-preservation, however, these teams must then address cost containment by limiting the scope of preservation. While this may seem like a multi-faceted, overwhelming problem, legal teams should “Don’t Stop Believin’” that this can be accomplished.

Technology Advancements for Managing Cross-Border E-Discovery

Cross-Border E-Discovery Webcast #2: Cross-border e-discovery success starts with strong communications and automated processes that can be shared among legal, IT and outside counsel no matter where they are located. In this webcast, panelists will examine the role technology is playing in defensibly and efficiently navigating the often-conflicting rules of the U.S. and foreign nations when e-discovery (or e-disclosure) is involved.

Preventing a Cross-Border E-Discovery Disaster

Cross-Border E-Discovery Webcast #1: In this webcast, cross-border e-discovery experts discussed common e-discovery issues that legal teams face when potentially responsive ESI is stored outside the U.S. and how to overcome these problems in a defensible manner.

EDRM’s New Computer Assisted Review Reference Model (CARRM)—Beyond the Test Drive

In late 2012, the EDRM published its Computer Assisted Review Reference Model (CARRM) framework diagram. Like the EDRM framework, the CARRM framework is intended as a useful reference for e-discovery practitioners who are venturing into this brave new world of TAR, CAR, ETC. No matter what you call it – computer assisted Review (CAR), technology-assisted review (TAR), predictive coding, or intelligent review – now is the time to recharge your e-discovery batteries, head out on the ESI highway, and give your document review protocols some gas.

An Insider’s Look at Reducing ESI Volumes Before E-Discovery Collection

E-Discovery Collections Webcast Series: The cornerstone of e-discovery cost control is reducing data volumes as early in the process as possible. For in-house legal departments, this means identifying key evidence and eliminating all of the irrelevant documents before a single piece of evidence is collected. This webcast will showcase the newest advancements in Exterro’s data management application, Fusion Zeta™, and the collections capabilities that allow legal teams to quickly target and collect the most relevant ESI.

8th & 9th Circuits: E-Discovery Guidelines, Proportionality & Preservation Trends

Federal Webcast Series: In the final installment of Exterro’s seven-part Federal Webcast Series, e-discovery attorneys and Judge Elizabeth Laporte (N.D. Ca.) will review relevant case law and trends stemming from the 8th and 9th Federal circuits.

Are You Over Collecting (and Over Spending) in E-Discovery?

E-Discovery Collections Webcast Series: In this webcast, panelists will discuss techniques to defensibly “narrow the collection funnel” by using targeted e-discovery collections during the discovery process.

3rd & 4th Circuits: E-Discovery Special Masters, Relevancy & Culpability

In the sixth installment of Exterro’s seven-part Federal Webcast Series, e-discovery experts from the 3rd and 4th Federal Circuits will be joined by the Honorable Joy Conti from the Western District of Pennsylvania. This expert panel will review recent case law and e-discovery trends taking place in the 3rd and 4th circuits.

11th Circuit: Predictive Intelligence, Preservation Processes & E-Discovery Project Management Principles

Federal Webcast Series: In the fifth installment of Exterro’s seven-part Federal Webcast Series, Judge John Ott (N.D. Ala.) will join e-discovery expert attorneys Adam Losey and Ralph Losey from the 11th Federal Circuit to discuss e-discovery lessons learned from recent case law as well as best practices for attorneys practicing in this circuit.

E-Discovery Challenges in Responding to Regulatory Demands

Corporations face tremendous amount of risk that stretch beyond just e-discovery and litigation. According to a recent market study, six out of ten executives view investigations as a major threat and many are reporting an increase in government investigations over the past three years. In this webcast, panelists discussed challenges and best practices for responding to these regulatory demands.

1st & 2nd Circuits: E-Discovery Sanctions, Legal Holds & Social Media Trends

Federal Webcast Series: In the fourth installment of Exterro’s seven-part summer webcast series, former Magistrate Judge Ronald Hedges and e-discovery attorney Sara Meyers from Ropes & Gray LLP will review the latest e-discovery case law and trends specific to the 1st and 2nd Federal circuits.

10th Circuit: Legal Hold, FRCP 26(g) & Social Media Trends
Federal Webcast Series: In the third installment of Exterro’s seven-part Federal Webcast Series, experts from both sides of the bench discussed current e-discovery trends in the 10th Federal Circuit. Legal teams practicing in Utah, New Mexico, Colorado, Wyoming, Kansas and Oklahoma can learn the latest legal e-discovery court precedents within this webcast.
6th & 7th Circuits: Proportionality, Culpability & E-Discovery State Law Trends

Federal Webcast Series: In the second installment of Exterro’s seven-part Federal Webcast Series, local e-discovery experts will review current e-discovery case law and trends occurring in the 6th and 7th Federal Circuits.

Mandatory Requirements for Legal Hold Software

Legal Hold Spring Training: Webcast #3: According to a recent eDJ Group survey, “almost a third (of respondents) track the (legal hold) process via spreadsheet, while another third don’t track the process at all.” This International Legal Technology Association (ILTA) webcast features in-house e-discovery experts who will share how their organizations are leveraging legal hold software (both Cloud-based and on premise) to meet mandatory legal hold and e-discovery requirements.

5th Circuit: Culpability, Costs & Predictive Coding Trends

Federal Webcast Series: To kick start Exterro’s summer webcast series, U.S. District Judge Xavier Rodriguez from the Western District of Texas and e-discovery experts from Akin Gump and Baker Botts will review recent case law and e-discovery trends emerging from the Federal 5th Circuit.

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 the firewall, on the Web and in the cloud. This webcast analyzes the potential risks and provide practical advice for maintaining legal and regulatory defensibility in the era of Big Data.

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 new technology comes a host of questions.

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, preserve, collect, analyze and produce ESI in legal or regulatory proceedings.

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.

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

In this webcast, our panelists will assess existing and upcoming regulations of foreign nations outside the EU that affect e-discovery operations while providing practical advice to outside and inside counsel.

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

The presenters offer best practices to help prevent inadvertent disclosure of privileged material and guidance on when and how to employ FRE 502 (d) agreements. Additionally, they offer perspectives on how to leverage technology, data sampling and analytics to prevent disclosure.

New ABA Rule Amendments: Changing Attorneys’ Relationship with Technology

Among other things, speakers will discuss the impact of the amendments, which broaden the definition of “competent representation” to include that attorneys understand the benefits and risks associated with technology. This webcast addresses the potential impact the amendments might have on e-discovery practices and the attorney-client relationship.

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 today’s legal teams in their quest to contain scope, ensure defensibility and secure optimal results in the e-discovery process.

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.

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, process, review and produce huge volumes of ESI within very tight deadlines (≈ 30 to 90 days).

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

In this webcast, e-discovery attorneys Joshua Cohen, Esq. and David Yerich, Esq. address new developments in healthcare law that impact e-discovery. They also provide best practices for proactively managing e-discovery risks and equip attendees with practical tips that can help safeguard against future liability and potential downstream reputation damages.

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 investigations over the past three years. Combined with high litigation volumes and evolving regulations, corporations are coming to realize that they “aren’t in Kansas anymore.”

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

In this webcast, panelists will discuss how to effectively conduct custodian interviews and equip legal teams with the tools needed for unearthing the vital information required to drive the e-discovery process forward.

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.

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 what can and cannot be produced in U.S. courts.

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 effectively implement it have become extremely confusing. This webcast will de-mystify the concepts around ECA and equip attendees with practical steps for effectively implementing ECA to reduce e-discovery costs and reduce risks.

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.

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 in smaller ESI volumes and significant cost savings.

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 presenting a host of new challenges.

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.

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.