eDiscovery Insourcing vs. Outsourcing: Complex and Critically Important Decisions You Need to Understand in 2017
E-discovery has become a mandatory part of complex litigation, yet it demands a high level of technical savvy and company resources, despite the wider availability of user-friendly software applications.
This discussion will analyze the technological, practical and business considerations involved in devising a plan for e-discovery management. Chief among them: whether and when should e-discovery be outsourced?
Handling e-discovery in-house affords more control over the process, but firms and corporate law departments need software tools, hardware infrastructure and sufficient trained staff to devote to the enormous number of hours that may be required.
Outsourcing to an e-discovery specialist brings expertise and resources but also greater expense, and it demands additional measures to deal with oversight of the process and access to data.
The speakers will focus on how a law firm or law department can fashion an effective, versatile e-discovery plan, one that preserves an in-house expertise while allowing rational outsourcing choices.
- E-discovery Software Tools
- Document Production and Storage
- Data Management and Integrity
- In-house Advantages and Costs
- Outsourcing Options
iDiscovery Solutions (iDS)
- Thoughts around needed internal resources
- Balancing with external overflow
Why should I insource?
- More control
- eDiscovery tools are easier to use than ever before, designed with corporate legal in mind
- Most productivity suites have built in functionality
When should I outsource?
- When I have no choice
- No access to the data
- No internal resources
- Multi-party litigation
- When it's too risky not to
- Complex litigation
- Unfamiliar data sources
- Need third party testimony or expertise
Reduce Outsourcing by Focusing on Compliance instead of Discovery
- Be proactive, not reactive
- Evaluate built in capabilities of your storage and productivity tools
- Identify you data sources
- Implement retention policies
- Preserve in place
- Acquire tools that help you to collect, cull and perform ECA to reduce the frequency and amount of data you outsource
REGULATIONS & DISCUSS CASES
- Considerations as to the upfront capital expenditures required to set up your own shop.
- Considerations as to the eDiscovery process – What is your role? What role are you required to play?
- Discussion as to the Pros and Cons of Insourcing and Outsourcing.
Who Should Attend:
- eDiscovery Lawyers
- Litigation Specialists
- Chief Executives
- IT Managers
- E-Discovery Managers
- Data Managers
- Risk Managers
Mr. Julian Ackert, a Managing Director at iDiscovery Solutions (iDS) in Washington DC, has over 15 years of consulting and project management experience in the technology and litigation industries. He has extensive experience with forensic data collection, computer forensic analysis, creating and implementing preservation and collection strategies, managing electronic data processing and review endeavors, analyzing complex transactional data systems, and working with large multi-national corporations to establish and develop methodologies and best practices for litigation preparedness. Mr. Ackert has written expert reports and provided testimony on the forensic preservation, acquisition, and analysis of electronic information. Additionally, he has worked on several international projects involving complex data privacy, collection, and review challenges. Mr. Ackert is a member of The Sedona Conference, Working Group 11 (Data Security and Privacy).
Prior to joining iDS, Mr. Ackert was a Principal and New York regional lead at LECG and a Manager at FTI Consulting. He began his career designing, developing, and implementing Knowledge Management / Content Management applications, government middleware solutions, and E-business applications for Federal Government services at Accenture.
Mr. Julian Ackert, a Managing Director at iDiscovery Solutions (iDS) in Washington DC, has over 15 years of consulting and …
Sarah Sims Thompson is Sr. Product Manager for Data Collect Pro, the cloud-based collections tool of the Z-Discovery platform. Sarah brings a wealth of e-discovery and collections knowledge to guide corporate legal departments towards innovative and modern collection approaches. Sarah has been instrumental in building, positioning and managing some of the leading legal technology offerings from LexisNexis , Dataflight Inc. iCONECT Development, LLC. and Cumulus Data. Sarah holds a BS in computer science from the University of Western Ontario.
Sarah Sims Thompson is Sr. Product Manager for Data Collect Pro, the cloud-based collections tool of the Z-Discovery platform. Sarah …
Elizabeth McGinn is a partner at BuckleySandler LLP. A leader in the firm’s e-discovery practice, she is instrumental in developing e-discovery and risk management protocols for clients facing government investigations and class action litigation. She also assists clients in identifying, evaluating, and managing risks associated with their privacy and information security practices and those of their third parties, and counsels the financial services industry on myriad laws focused on consumer protection, privacy, and data security.
Ms. McGinn has been consistently recognized as part of the firm's Privacy, Cyber Risk, and Data Security practice group in Legal 500, which describes her as an attorney who "'exceeds expectations on response and turnaround times,' has 'strong industry knowledge in data security and privacy,' and is 'able to walk the fine line between operational efficiency and regulatory compliance' when developing IT policies.'”
Elizabeth McGinn is a partner at BuckleySandler LLP. A leader in the firm’s e-discovery practice, she is instrumental in developing …
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Information Technology - Technical
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About iDiscovery Solutions (iDS)
Celebrating more than 130 years of service, King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with more than 1,000 lawyers in 19 offices in the United States, Europe, the Middle East and Asia. The firm also represents hundreds of clients with new ventures and mid-sized companies in emerging industries.
Long-standing client relationships are one of the surest barometers of a law firm’s success in meeting its clients’ needs for legal services. King & Spalding lawyers pride themselves on developing continuing client relationships that are productive, professional and collegial. The firm is considered among the top 12 U.S. law firms that general counsel rely on as their go-to outside counsel, according to BTI Consulting Group’s annual Brand Elite report.
Founded in 2008 in Portland, Ore., Zapproved Inc. is a pioneer in developing cloud-hosted software for corporate legal departments. The Z-Discovery Platform returns power to in-house corporate legal teams and helps them navigate electronic discovery with minimal risk and cost, and it sets new standards for scalability and intuitive design. The company’s flagship product, Legal Hold Pro, is widely adopted by Fortune 500 and Global 2000 corporations and won the 2016 Legaltech News Innovation Awards for Best E-Discovery Legal Hold Product, and the company was named as a “vendor to watch” in the 2015 Gartner Magic Quadrant for E-Discovery.
About BuckleySandler LLP
BUCKLEYSANDLER: BuckleySandler LLP provides premier legal counsel to protect and support the nation’s leading financial services institutions, corporations, and individual clients. With more than 150 lawyers in Washington, DC, Los Angeles, New York, Chicago, and London, it offers a full range of litigation, transactional, compliance, and regulatory services. "The best at what they do in the country." (Chambers USA). Online: buckleysandler.com | Twitter: twitter.com/buckleysandler.