Latest Publications


Happy Days Are Here Again

In just a week’s time, the 2nd Annual Study of Effective Legal Spend Management from Exterro and the Blickstein Group will be released. For in-house legal departments—and specifically for e-discovery professionals—the news is...more

Examining E-Discovery Statistics: Is Cross-Border E-Discovery a Meaningful Distinction Anymore?

In this entry in our series on interesting e-discovery data points, I'd like to dig into a topic that's been receiving a lot of attention--and will continue to do so for the next month and a half at least: GDPR, cross-border...more

Harness the Power of Search in E-Discovery

During a recent webinar entitled, In-Place Preservation: Locking Down Data Without Collecting It, Bobbi Basile, Managing Director of HBR Consulting, defined in-place preservation as, “a means to efficiently lock down the data...more

6 Tips to Bridge the Gap between IT and Legal: An Interview with an E-Discovery Professional

Successful e-discovery projects depend on collaboration between two departments: Legal and IT. Sometimes the two departments collaborate seamlessly, but often there are difficulties. These trouble spots may arise from...more

Three Keys to a Successful E-Discovery Solution Implementation: Interview with an E-Discovery Expert

If asked to name the “star players” in the world of e-discovery, you could be forgiven if the first people who popped into mind were the judges. After all, they’re the ones interpreting the Rules by which the practice of...more

Examining E-Discovery Statistics: The Zombie Doctrine of Self-Preservation

If you’re here, reading an e-discovery blog article, chances are we don’t have to go through the standard argument about the importance of e-discovery: These facts roll up into some basic truths about e-discovery. At its...more

The Machines Have Won: AI Lessons for E-Discovery from the World of Chess

Artificial intelligence isn’t new in to the legal field. Machine learning applications like predictive coding have been around for years and are well established. But compared to chess, legal AI is very young indeed. So for...more

Have Our Robot Overlords Finally Arrived?

Have Our Robot Overlords Finally Arrived? If you look at some article titles from the past year dealing with artificial intelligence (AI) and the legal industry, you could be forgiven for thinking so....more

Is It Time to Invest in E-Discovery Technology?

In the not-so-distant past, fear was a big motivator for organizations to invest in e-discovery software. Tom Mullane, E-Discovery Process Manager at United Technologies Corp., remembers, “Risk was a huge driver. It was easy...more

Microsoft's Day in Court Has Arrived... But What Are the E-Discovery Implications?

It’s not every day that cases with e-discovery implications land above the fold on the New York Times’ website, but this week the Supreme Court is scheduled to hear arguments in United States v. Microsoft. Stemming from a...more

10 Great Quotes in Honor of the Honorable Andrew Peck's Retirement

Perhaps because of the nature of their position, and the requirement of laying out their reasoning in writing, judges’ words live on their rulings. While few would question that the substance of their rulings is what truly...more

3 Ways to Map Your E-Discovery Process (and Why You Should)

Business process mapping, as a topic, may not excite everyone. That doesn't mean it's not necessary. Every business process should be mapped out, because the level of insight you gain from the exercise is what allows you to...more

Legal Project Management Series: People

In the first article of our series on legal project management (LPM), I looked at the fundamentals of LPM: a definition of the term, some key principles, and its increasing formalization over the past decade. It helped set up...more

Legaltech 2018 Day One Recap

Back in my hotel room, at the end of my first (ever) day at Legaltech, I'm putting together pieces of a very busy day, and I'm struck by how much is truly happening here at a single hotel in New York City. In a few brief...more

Legal Project Management Series: Defining Fundamental Principles

One topic that’s been earning more and more mindshare in the world of e-discovery is legal project management (LPM). Thinking about what article or articles to write on the topic, I vaguely recalled a famous quote, perhaps...more

An End to Over-Preservation? An Expert Perspective on the FRCP

This blog post is adapted from commentary on Rule 37 by William F. Hamilton, Legal Skills Professor and Executive Director, UF Law E-Discovery Project Fredric G. Levin College of Law, University of Florida, in FRCP &...more

Two Truths and a Lie about Rule 16 Hearings

This blog post is adapted from commentary on Rule 16 by Hon. Xavier Rodriguez, U.S. District Judge, W.D. Texas, in FRCP & E-Discovery: The Layman’s Guide. One truth—not one of the two mentioned in our title—is that this...more

4 Tips to Improve Efficiency in Managing Legal Projects

Over the past several years, the idea of “doing more with less” has gone from being an a bland statement on increased efficiency to becoming a reality that organizations have had to live with and ultimately embrace—and it’s...more

Managing E-Discovery Program Change: An Interview with an E-Discovery Professional

It’s been said that legal professionals are slow to change. That may be the case for some, but it’s certainly not the case for Alayne Russom, Business Ethics and Legal Support Manager for Thrivent Financial. In 2015, she took...more

4 Things the Top E-Discovery Cases of 2017 Can Teach You

Two years on from the last round of FRCP amendments, the courts are still clarifying how these e-discovery rules will be interpreted. One lens through which we can better understand how the court is interpreting the...more

2017 An Illuminating Year in E-Discovery Case Law

In a half-hour conversation with Exterro Director of Marketing Mike Hamilton, Bree Kelly, Attorney and Editor of, summarized the past year in e-discovery case law as illuminating. Perhaps thankfully, there...more

FRE 902 Amendments Go Live in Celebration of E-Discovery Day

Whether or not they intended to give us all an E-Discovery Day gift or not, the federal court system has done just that. Adopted by the Supreme Court earlier this year, Federal Rules of Evidence provisions (13) and (14) will...more

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