EDRM - Electronic Discovery Reference Model

Check out what's cooking on the EDRM Global Webinar Channel next week! Great education, entertainment and much more. Mary Mack, CISSP Holley Robinson Cristin Traylor David Cohen Peter Haller Lea Malani Bays Tasneem Gandhi Bandukwala Mike Hamilton, J.D. Doug Austin Hon. Judge Andrew Peck (ret.) Tom O'Connor #NeverStopLearning #eDiscovery #Somethingforeveryone #AllAreWelcome #Legaltech #WebinarWonders

Out on EDRM's JD Supra Channel, Michael Berman shares his latest article "Service of a “Preservation Notice” in the Forum District Does Not Confer Long-Arm Jurisdiction Over the Out-of-State Sender" Key Ruling on Long-Arm Jurisdiction in Plastics Industry Assoc. v. Bonta A recent decision in Plastics Industry Assoc. v. Bonta (2024 WL 4699927) underscores an important principle: the mere act of serving a "preservation notice" in a forum district does not confer long-arm jurisdiction over an out-of-state sender. 💡 Case Highlights: The D.C. District Court ruled that California Attorney General Bonta’s service of a preservation notice in D.C. did not establish jurisdiction. Jurisdiction requires that the plaintiff’s claims “arise from” the defendant’s forum-related contacts. In this case, the claim arose from the subpoena issued by Bonta, not the preservation notice. Additional alleged contacts, such as a public Instagram page, were deemed insufficient for establishing persistent in-forum conduct. 🚩 Implications for Legal Professionals: This ruling highlights that serving preservation notices across state lines, a routine step in litigation preparation, does not inherently expose the sender to jurisdiction in the recipient’s state. The decision aligns with both the D.C. long-arm statute and the broader Constitutional “minimum contacts” standard. For legal practitioners, understanding the limits of jurisdiction is critical in navigating interstate disputes effectively. 🔗 Link to the article: https://lnkd.in/gHMntmA4 Mary Mack, CISSP Holley Robinson #LegalInsights #Jurisdiction #Litigation #PreservationNotice #LongArmStatute #CaseLaw #eDiscovery #Legaltech

Out on EDRM Global Podcast Network's Illumination Zone: Episode 187- and the 24th monthly HaystackID episode; Yana Dashevsky, Vice President of Business Development for our Trusted Partner HaystackID sat down with Kaylee, Mary & Holley to talk about her journey to eDiscovery and the US, her unique approach to conversations with clients, what drew her to HaystackID and a fun fact about her! Be prepared to be inspired, as Yana shares her journey story you will hear how hard work and always learning have helped her in her life and career. Thanks so much for joining us Yana, it was such a great discussion! You can listen on your favorite podcast app or here: https://lnkd.in/gSWPBqdv Mary Bennett Erin Meyer Rob Robinson  #Podcast #AlwaysLearning #eDiscovery #Legaltech #AllAreWelcome

Thank you so much to our friends at San Diego Paralegal Association for the wonderful invitation to join your Virtual Lunch with Leaders event on November 22nd at Noon PT/3pm ET! Mary Mack, Kaylee and Holley are so looking forward to a fun discussion with your group. All are welcome so please come join us and share in the discussion! Special thanks to Sheila Grela, the Virtual Lunch Founder, EDRM Global Advisory Council member and Project Trustee for all your support and contributions to the legal/legal tech community! We so appreciate you. Register here: https://lnkd.in/gAaMdYBx #ParalegalsRule #eDiscovery #Legaltech #Gratitude #Community

Last night, the Level Legal team was in D.C hosting Level Table, our invitation-only event that brings attorneys together for lively discussions over memorable meals. 🍽️ We partnered with Robert Keeling, Partner at Redgrave LLP, who provided an update and led a conversation on the application of AI (including GenAI) and other advanced analytics to antitrust compliance. 📈 The event took place at Cranes Spanish Kaiseki, and was attended by a diverse group of experts who discussed everything from AI adoption to antitrust trends for 2025. ⚖️ The following guests were in attendance, and helped us create a night to remember: ✅ Richard Snyder from Mayer Brown ✅ Oral Pottinger from Mayer Brown ✅ Bill Dolan from Rule Garza Howley LLP ✅ Thomas Ensign from Fenwick & West ✅ Matt Tabas from Arnold & Porter ✅Dana Bucy Miller from Kirkland & Ellis ✅ Melissa Weberman from Arnold & Porter ✅Briordy Meyers, J.D., CIPP/E from Google ✅ Harsha Kurpad from Latham & Watkins ✅Olga Friedman from Latham & Watkins ✅Carsten Reichel from DLA Piper ✅ Ray Mangum from Redgrave LLP Thank you to Robert Keeling for partnering with us and facilitating a great dialogue with all of the attendees. 🙏 And a special thank you to Kaylee Walstad and Mary Mack, CISSP from EDRM - Electronic Discovery Reference Model for helping us organize an unforgettable experience. 🤝 Shout out to the Level Legal team in attendance: Joey Seeber, Jill Black, Matt Mahon, CEDS, IGP, Daniel Bonner, and Kevin Brzozowski. #Antitrust #GenAI #Compliance #MakingLegalHuman

Out on #EDRM's JD Supra Channel, the always brilliant Ralph Losey shares his latest on "Designing Generative AI for Legal Professionals: Key Principles and Best Practices". Generative AI is revolutionizing the legal tech landscape, offering transformative tools for automation and efficiency in legal workflows. However, Ralph believes creating AI tools that truly support legal professionals requires more than cutting-edge technology—it demands thoughtful design tailored to the unique challenges of legal practice. 📖 Key Highlights: Generative AI can streamline tasks like document review, brief drafting, and contract analysis, saving time and boosting productivity. A recent IBM study identified 6 design principles for AI applications in legal tech: +Design Responsibly +Design for Mental Models +Design for Appropriate Trust & Reliance +Design for Generative Variability +Design for Co-Creation +Design for Imperfection 💡 Takeaways for Developers and Legal Professionals: +Build tools that align with real-world legal workflows. +Foster trust with transparency, clear feedback mechanisms, and user-centered design. +Support adaptability with co-creation features and tools for refining outputs. With thoughtful implementation, generative AI can empower legal professionals while preserving the profession's core values. Read the full article here: https://lnkd.in/gDGUMDqQ Mary Mack, CISSP Holley Robinson #LegalTech #GenerativeAI #Innovation #AIForLawyers #DesignThinking #IBM #LLMs #eDiscovery

🚀 The Fall 2024 eDiscovery Business Confidence Survey is Here! 🌐 EDRM's Trusted Partner Complex Discovery OÜ, in collaboration with EDRM, proudly announces the 36th edition of the highly regarded Quarterly eDiscovery Business Confidence Survey—a trusted resource for industry insights since 2016, with over 3,390 responses gathered to date. 🌟 What’s New This Year? Focus on Generative AI: This edition dives into the role of Large Language Models (LLMs) and Generative AI (GAI) in shaping the eDiscovery landscape. Fast & Impactful: Just 15 multiple-choice questions that explore key trends in cybersecurity, information governance, and eDiscovery products/services. It truly takes no more than 5 minutes. A big thank you to the great Rob Robinson for creating, curating and analyzing this important survey and its results. 💬 Why Participate? Your input drives critical insights, empowering professionals to navigate emerging technologies and industry shifts with confidence. 🗓️ Survey Open Until December 6, 2024. Don’t miss the chance to contribute to the future of eDiscovery. 👉 Take the Survey Now: https://lnkd.in/gP9a_Tzv Mary Mack, CISSP Holley Robinson #eDiscovery #GenerativeAI #LLMs #Cybersecurity #LegalTech #EDRM #ComplexDiscovery

Out today, EDRM's Trusted Partner Relativity commissioned a study with IDC and the results are out and fascinating! Entitled "Generative AI in Legal 2024" and authored by the brilliant industry analyst Ryan O'Leary, Esq. it has many stunning highlights. The 2024 IDC study, reveals a surge in the adoption of generative AI across the legal profession. Some key takeaways: 📈 Growth in AI Usage: 50% of surveyed legal professionals report an increase in AI usage, particularly for document review, contract analysis, and legal research. Paralegals and legal ops lead in AI adoption. 🏛️ Sector-Specific Insights: Law firms using billable hours are embracing AI for low-level task automation, with a focus on reducing non-billable work and increasing efficiency. 🔐 Top Concerns: Data privacy, bias, and explainability are major concerns, especially in Europe and North America, where organizations seek clear AI governance from providers. 🎯 Future of AI in Legal: Over 73% of organizations are investing in upskilling for GenAI, with on-the-job training and partnerships with external experts. This study shows a clear trend: AI is no longer optional—it’s essential for competitive advantage in the legal field! 💼 Download the study here: https://lnkd.in/guufE3rm On November 20 at 11:00 a.m. EST, Relativity will host a webinar covering the study results and highlighting perspectives from Fiona Campbell, Director of Dispute Resolution and Head of Electronic Disclosure at Fieldfisher, David Horrigan, Discovery Counsel and Legal Education Director at Relativity, Celia R. Perez, General Counsel and Corporate Secretary at FreightCar America, Inc., and guest speaker Ryan O’Leary, Research Director for Privacy and Legal Technology at IDC. Register here: https://lnkd.in/gxXfKy9a Mary Mack, CISSP Holley Robinson #LegalTech #AI #GenerativeAI #Lawyers #LegalOps #Legaltech #eDiscovery #LegalIT

🌊 #GenAI is crashing into the #Legal industry like a tidal wave, reshaping everything in its path. Don’t get swept away! Join HaystackID and the EDRM - Electronic Discovery Reference Model today for our workshop, where leading experts will share strategies to help you navigate the ethical currents and ever-rising sea of GenAI changes. 📏 Panelists David Cohen, David Horrigan, Jim Sullivan, and Anya Korolyov will share how GenAI compares to TAR, how this tech is used to create budgets, and the ethical and legal challenges courts face regarding #AI protocols. We'll see you in a short few hours ⏰! 🖱️ Save your spot: https://bit.ly/48O426s #LegalTech #eDiscovery eDiscovery AI Reed Smith LLP Relativity Kaylee Walstad Mary Mack, CISSP Holley Robinson Mary Bennett

🎖️ Today, we honor and thank U.S. Veterans for their service and sacrifices. Veterans give so much of themselves in service to our nation, and their dedication deserves our deepest respect. Let’s remember and appreciate their commitment—not just today, but every day. 🔴⚪🔵 Mary Mack, CISSP Holley Robinson #VeteransDay2024 #ThankYouVeterans