eDiscovery Retreat-Half Moon Bay=Excellent

by Cary J. Calderone, © 2013

I had the pleasure of attending this conference at the Ritz Carlton, Half Moon Bay. The eDiscovery Retreats (formerly Carmel Valley E-Discovery Retreat-www.cvedr.com), were expanded to more locations and re-organized.  This two-day event was excellent.  There were two tracks running simultaneously that covered the "hows" and the "whys" of e-discovery.  There were session topics for the entire range of the EDRM model and there was an excellent Judges' panel that discussed a hypothetical e-discovery case.  Readers of this blog know I believe there is no better way to learn about e-discovery than hearing directly from the judges.  This panel was no exception and all e-discovery players, whether it is a company that works with an outside e-discovery vendor, or one that may perform their e-discovery in house, learned important checks and procedures so that their efforts will withstand judicial scrutiny.

The Future Of E-Discovery-Graduating Soon

by Cary J. Calderone, © 2013

Many have noted that e-discovery education has been lagging in the legal profession.  Still, many forecast that one day, hopefully soon, e-discovery will become second nature to practicing attorneys, in the same manner that wired telephones, paper books, and Dictaphones gave way to smart phones, electronic research, and computers.  E-discovery will be the rule, not the exception for litigation and legal investigations.  And, I am willing to make this prediction for two reasons:  1)  There are a growing number of law schools that are teaching E-Discovery and, 2)  Law students are recognizing e-discovery experience is crucial.     I recently had the opportunity to ask a few questions to some students about their E-Discovery class that had included Laura Zubulake's book Zubulake's e-Discovery as part of the reading material (I reviewed the book here on DredLaw).  The students' answers were very encouraging.

What Happens At "The Exchange" Gets Even Better

by Cary Calderone © 2013

Last year I wrote a very favorable review of the General Counsel Institute's program, "The Exchange."  (link here)  In brief, I thought the round-table format provided a fun way to hear about E-Discovery law updates and learn great real-world lessons shared by the participants.  And yet, I have to be honest, the morning of the 2013 event, I was not enthusiastic about attending.  Over the past year, there were no significant developments in E-Discovery law or technology, and I tend to spend too much time at conferences listening to rather boring material.  Whatever my initial hesitations were, within the first hour of listening to Browning Marean III (bio) and the group discussion, I was very happy I attended.  Here's why.

Review of Zubulake's e-Discovery

by Cary J. Calderone, Esq.

For the second time now, Laura A. Zubulake has really exceeded my expectations.  I wrote a piece about her keynote at the 2011 Carmel Valley e-Discovery Retreat (link) where she surprised me by sharing some of the details of her famous sexual discrimination lawsuit against UBS.  Her lawsuit lead to five powerful written opinions about email evidence and electronic discovery.  In her well-written book, Zubulake's e-Discovery-The Untold Story Of My Quest For Justice, she covers this material and more about her ups and downs during litigation from her unique perspective as the plaintiff.  What I enjoyed the most is that this is not a litigation story as typically portrayed in the movies or on television.  This is not litigation as it is taught in law school, covering just the black letter law and exceptions to the legal rules.  This is, as the commercial used to say, "as real as it gets."

What Happens At The Exchange, Stays At The Exchange

by Cary J. Calderone, Esq.

Not really.  But after spending a full day at the Executive Counsel Institute's E-Discovery Exchange I find myself not wanting to reveal much about what I learned.   In its second year in San Francisco, The Exchange had approximately 4 times more participants (120ish) and that is good because it is the audience participation that makes this format shine.   We have all experienced the usual conference.  A panel of experts, curated by a vendor, discuss some of the people, processes, and technology, used to deal with the session topic, in the way the vendor believes is best or, at least, best for its product.  By the end of the day, or even the hour, it can be both dull and disappointing.  This is especially true if you happen to be someone who keeps up with the industry on a regular basis and was in search of more unbiased information.  The Exchange is different.

Judge John Facciola Says Discovery Practice Becomes Crucial

by Cary J. Calderone, Esq.

Judge Facciola

For those of you legal professionals and information managers who are avoiding learning more about the technology aspects of electronic information and how it applies to litigation and compliance, you need to listen to the interview Judge John Facciola gave to law.com (link here) on e-discovery training.  In his words, "discovery practice becomes crucial."  Or, you can read an older post recapping our enjoyable visit with Judge Facciola in 2009, at the RSA Conference (link).

The Hills Are Alive With the Sound of E-Discovery???

By Cary J. Calderone, Esquire

Still available on Amazon!

It is the Christmas season.  Those of us involved in DRED Law wish you and yours the happiest of holiday seasons.  Along with many of the more important traditions that occur, this time of year brings television repeats of classic movies like The Sound of Music.  For the past few years, I could not help but think of e-discovery while watching parts of this movie.  Now, I am not obsessed with e-discovery and data law. I promise you.  However, a few scenes from the movie explain in most vivid detail just why the EU has a very different attitude and set of rules towards email and other information that may reveal a user's personal identification.  So, this post is for all of you who are not aware, or, are uncertain as to why the EU Data Protection Act is far more strict and penal in attempting to protect personal privacy at work.  Let's see if these bits of dialogue from the movie validate my point and perhaps give you an idea of who, is to blame.  Take, for example:

Rolf to Lissel when delivering a telegram for Captain Von Trapp- “We make it our business to know everything about everyone.”  

Or, dialogue from Heir Zeller-“You were sent a telegram which you did not answer.  A telegram from Admiral Von Schreiber of the navy of the 3rd Reich.”
Captain Von Trapp “I was under the impression Heir Zeller that the contents of telegrams in Austria are private!  At least the Austria I know.”

The reasons should now be clear.  Once we in America understand the origins of the EU Data Protection Act, it will be easier to put in the systems and policies  necessary to better comply with the rules.  We will follow-up this holiday post in the new year with a more detailed explanation of the EU Data Privacy rules courtesy of a terrific breakout session run by Amor Esteban and William Kellermann.    Until then, if you are frustrated and angry with the challenge of navigating US Data rules and EU Rules at the same time, take heart.  You are not alone.  We can all just blame the Nazis...

Happy Holidays

Coming to a Law School Near You- eDiscovery Class 101

Professor Rick Marcus

Copyright © 2011 Cary J. Calderone

A few weeks ago, I had the pleasure of attending a Hastings College of the Law alum event where Diane Gibson, a prominent San Francisco litigator with Squire Sanders et al., and UC Hastings Professor Rick Marcus, presented, E-Discovery and Preservation.  There was some good DRED news.  For an alumnae event, this was very well attended.  There were over 100 people who showed up because they were interested in learning about E-Discovery.  The bad news was that when Professor Marcus, a principal drafter of the 2006 E-Discovery amendments to the Federal rules, polled the audience to find out who had heard of FRE 502 (critical for protecting privileged material from accidental disclosure) only myself and three others raised their hands.  Scary!  During the lecture and the Q&A afterword, we heard about many of the interesting E-Discovery and preservation issues, and what the Advisory Committee is considering for future amendments, but for me, the most important item was that Professor Marcus will, for the first time, be teaching Hasting's E-Discovery class in the spring of 2012.