Tweeting? #LPSPG3Litigation Support: What in theWorld?Event Code: LPSPG3Area of Discipline: Organization ManagementHashtag #LPSPG3
Tweeting? #LPSPG3Litigation Support: What in theWorld?Moderated by:Kelly Inglese, Director, Litigation Support Services,Fasken Martineau DuMoulinPresented by:Steven Clark, Director of Litigation Support, Lathrop& GageVince Neicho, Litigation Support Manager, Allen &OveryBeth Patterson, Director, Applied Legal Technology,AllensChristine Tabbert, Partner, Fasken MartineauDuMoulin
Tweeting? #LPSPG3The United StatesRules & GuidelinesFRCPGeneralized expectations now widely understood(and accepted) Increasingly difficult to ignore/avoid scrutinyStates Catching Up:30 or so now have specific “E-Discovery” basedguidelinesNo longer a guaranteed free passOther Advisory/Industry GroupsCollectively adding to growing body of standards,protocols, best practices, certifications, etc.
Tweeting? #LPSPG3The United States• Message from the JudiciaryIncreasing encouragement (read: pressure) to cooperateand discloseLess and less tolerance for a lack of preparation andcandorApply the same skills used in elementary school…Focus still heavily on preservation/spoliationExpectation: basic “reasonable” steps should now beunderstood (and followed)Looking ahead!Grappling with (and endorsing?) advanced technologies…
Tweeting? #LPSPG3The United States• Technology DevelopmentsContinued push leftEmphasis on ECA continues to growTools & applications continue to evolveAdvanced tools/processes beginning to becomemainstreamAssisted, Enhanced, Augmented, Concept, or Predictive…now part of the (necessary?) toolkitProviders: “Yes, we have it too!”DIY (Do it Yourself) marketSaaS or utility-based applicationsFilling the void (or creating more problems)?
Tweeting? #LPSPG3UK/Mainland Europe• UK v rest of Europe• CPR Part 31 and Practice Directions PD 31A andPD31B• Forthcoming amendments from Lord JusticeJackson cost review• Some leading cases:– Digicel– Goodale– WAPCO• Predictive Coding, keywords and service providers
Tweeting? #LPSPG3• Australian Courts changing views on discovery• NSW Supreme Court Practice Note No.SC Eq 11 - Disclosure in the EquityDivision• Australian Federal Court - Practice Note CM 5 Discovery• Responding to Clients - Lower cost options• Information Governance and corporate investment• Changing Technologies – Early Case Assessment including Predictive Coding• The Outsourcing Landscape down under• AsiaAustralia
Tweeting? #LPSPG3Why ECA Matters More NowNSW Supreme Court Practice Note No.SC Eq 11 - Disclosure in theEquity Division
Tweeting? #LPSPG3CanadaRules and Guidelines• Sedona Canada Principles, National Model Practice Direction, ProvincialRules of Civil Procedure• Guidelines for the Discovery of Electronic Documents in Ontario,Ontario Model E-Discovery Precedents and 10 Guiding Principles toMinimize E-Discovery Costs• Revised Ontario Rules of Civil Procedure– "relating to" vs. "relevant to" any matter in issue– proportionality as an overarching principle– changes to summary judgment– discovery plans– recovering costs of litigation support in a "loser pays" system
Tweeting? #LPSPG3Canada• Nova Scotia Civil Procedure Rules– Disclosure of documents vs. disclosure of electronic information(Rule 16)• Alberta Practice Note No. 14– Early consideration of electronic evidence management andexchange• British Columbia Practice Direction re Electronic Evidence (2006)– Generic Protocol Document
Tweeting? #LPSPG3Litigation Support: What in theWorld?