ILTA - International Legal Technology Association

Legal Operations and eDiscovery

Legal Operations is a broad emerging discipline that encompasses all aspects of the business of law including litigation support, technology, service delivery and more. Thus, eDiscovery is a major operational consideration for law firms and corporate law departments tasked with managing and securing data. Organizations typically handle eDiscovery along a spectrum where they insource or outsource certain elements of the process. What are the risks and benefits of different eDiscovery service models? How might development of key personnel to manage aspects of service give firms a competitive advantage?

Questions Ann asked the speakers:

-How would you describe the significance of eDiscovery services as a component of legal operations for a law firm or corporation?

-What are some of the costs associated with developing talent to manage eDiscovery within the firm, and how are those costs justified?

-What additional considerations should be weighed when determining how much of the eDiscovery process to insource?

-Once you start a team, how can you grow the team and what additional areas could the group serve?


Moderator:

@Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP


Speakers:

@Joy Holley - Legal Operations Consultant, Vertex Advisor

@Richard Robinson - Director of Legal Operations and Litigation Support, Toyota North America


Recorded on 05/24/2023

ESI Protocols

In this session, the speaker provides an in-depth discussion on the creation and implementation of standardized methodologies for managing each stage of discovery as it pertains to the preservation, collection, and production of ESI.

 

Moderator:
@Carolyn Robinson - eDiscovery Coordinator for the Americas - Office of the Regional General Counsel for Robert Bosch, LLC

Speaker:
Gabe Egli - Partner, Shook Hardy & Bacon 

Recorded on 03-31-2023

Becoming a Testifying Expert

Learn about what it takes to become a testifying eDiscovery expert in your field of expertise from these testifying witnesses. The panel covers their own backgrounds, what certifications they have obtained, what education they acquired, and the steps that they took in order to become a testifying expert.

Moderator:
@Lauren Doucette - Senior Practice Technology & eDiscovery Project Manager, Sheppard Mullin Richter & Hampton LLP

Panelists: 
@Chris Haley - Director of Legal Technology, Troutman Pepper/eMerge
@Kevin Cohen - Principal, Data Triage 
@Kelly Twigger - Principal, ESI Attorneys LLC

 

​Recorded on 01-26-2023

Avoiding Burnout for Lit Support Professionals

In this podcast, we will address which practices and boundaries you should enforce and know how to manage pressured environments.

Questions to Tanya will ask Martin:
· Is burnout a problem for litigation support professionals, and does it affect us disproportionately?
· Can litigation support professionals effectively manage their workload to avoid burnout?
· What are tips for working in high pressure environments?
· How can we support ourselves and our colleagues?
· What kind of support is out there for people who need it?

Moderator:
@Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP

Speaker:
@Martin Nikel - Associate Managing Director, Cyber Risk, Kroll

Recorded on 01-05-2023​​

The Hybrid Lit Support Model

This podcast panel is a follow-up to the successful ILTACON session “Three Approaches to Workplace Flexibility” but with a more litigation support focus. Each panelist discussed the challenges they have experienced with hybrid work and how they have overcome them.

Questions Tanya asked the speakers:

• What are the pros/cons/challenges of a lit support team?
• What are some tips you have for a successful hybrid team, particularly when it comes to managing lawyer expectations who may be in the office?
• What metrics are you using to determine success? Do they differ at all from in the office?
• As we are seeing more in in-person events, how are you determining team engagement and the future of team engagement?

Moderator: 
@Tanya Pereira - Discovery Services and Litigation Support Coordinator, Cassels Brock & Blackwell LLP

Panelists:
@Gretel Best - Law Clerk, Manager of Litigation Support & eDiscovery, Gowling WLG
@Levi Percy - Project Manager, Shook, Hardy & Bacon L.L.P.

 

Recorded on 11/3/2022

Weird eDiscovery

In this podcast session, the speaker will discuss about a weird request/project/situation and what was the outcome. In addition, the speaker will provide tips or guidance on how to push back on these type of requests.

Questions that Rachel will ask David:
-What weird eDiscovery requests have you had to deal with?
-Who do these requests come from?
-How to you push back on bizarre requests, and when do you know its right to do so?

Moderator:
@Rachel McAdams - Legal Technology and eDiscovery Senior Manager, A&L Goodbody LLP

Speaker:
@David Greetham - Founder & Principal Investigator, PC Forensics

Recorded on 09-28-2022

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The Differences and Benefits Between the Contemporary eDiscovery Platforms on the Market Today

In this podcast recording, a litigation support expert discusses different document review platforms on the market and their strengths and weaknesses.

Questions Ryan will ask Josh: 
1. Which platforms do you have experience with?
2. What do you feel are the strengths of those platforms?
3. What are the weaknesses?
4. What are the biggest considerations an organization should make when choosing a platform?
5. Of what you have used, which platforms are your favorites and why?

Moderator:
@Ryan Gerlach - Legal analyst, State of California Office of the Attorney General - DOJ

Speaker:
Josh Gilliland - Associate, Greenan, Peffer, Sallander & Lally LLP

​Recorded on 09-06-2022

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Incorporating Legal Technologies into Litigation Workflows

This interview will highlight the challenges and best approaches for training attorneys on new eDiscovery software.

Questions Sachin will ask Speaker:
1. What are the biggest impediments to getting attorneys to adopt and learn to new legal technologies and applications?
2. What strategies have you found to be most effective when training attorneys and legal teams?
3. What are some considerations when looking to adopt new litigation technologies and try new resources?
4. How has the shift to remote work changed how you work with and consult with Attorneys on eDiscovery applications and legal technology?
5. Do you have any final thoughts or comments that you would like to leave our listeners?

Moderator:
@Sachin Gupta -  Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP

Speaker:
@Sara Miro - Knowledge Management Attorney – Litigation, Sullivan & Cromwell

​Recorded on 07-25-2022

Integrating Legal Services into Attorney Workflows Session #2: Incorporating Outside Legal Services

Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys?

Questions Sachin will ask speaker:
1. What are some of the considerations for a law firm to opt for managed document review over reviewing documents in-house?
2. What type of training on your platform or services do litigation attorneys need to make the shift to managed document review a seamless one?
3. What strategies have you found to be most effective when getting attorneys to modify their workflows to incorporate outside legal services?
4. How has the shift to remote work changed how law firm attorneys and in-house counsel work with legal service providers such as Quislex?
5. How would you suggest firms discuss and get client approval for the use of outside legal services?

Moderator:
@Sachin Gupta - ​Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP

Speaker:
​Bobby Coppola - VP of Legal Solutions and Strategic Growth, Quislex

Recorded on 04-01-2022

Can You Replace Traditional Privilege Review?

This interview will discuss the emerging maturity and use of analytics, and whether they can be used for privilege review. We will also explore the different scenarios in privilege review that might benefit from analytics and go over a few real world recent examples.

Questions Chris will ask Maria: 
• What sold you on trying privilege analytics the first time?
• How was your experience in using privileged analytics?
• What are some areas or issues to keep in mind during the process?
• Would you use privilege analytics again?

Moderator:
@Chris Acosta - Head of Firmwide eDiscovery Resources, Morrison & Foerster LLP

Speaker:
Maria Earley - Partner, Morrison & Foerster LLP

Recorded on 02-04-2022

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