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Weekly Trends Report – 1/8/2020 Insights

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Insight into where e-discovery, information governance cybersecurity, and digital transformation are heading – who is doing what now or in the future, what works and what doesn’t, and what people wish they could do but can’t – gleaned from recent publications


CYOD webinar – Join Eric Shirk of BDO and me on Jan. 21 at 1 pm ET for the ACEDS webinar Digital Forensics Disrupted: Are You Ready for CYOD (Collect Your Own Device)? where you can get a preview of Tristan Mobile, a new device for quickly and simply collecting iPhone data.

2020 UF Law E-Discovery Conference – Register now to join me in person or via livestream on March 19 as I get together with Bill Hamilton and a host of new and returning speakers for the 8th Annual University of Florida Law E-Discovery Conference in Gainesville, FL.

BDO knows CCPA – BDO’s California Consumer Privacy Act resource page enables privacy executives to stay abreast of the impending regulation and learn about overarching privacy and governance considerations in one convenient location.

Losing my cynicism – Bill Henderson of Indiana University Maurer School of Law put up special New Year’s Day post worthy of a read, Losing my cynicism.

It’s time for predictions and retrospectives – For convenience, we are putting all predictions and retrospectives here – whether e-discovery, data privacy, or other:

The past:

The future:


Sedona Conference Rule 45 commentary – The Sedona Conference has published a public comment version of its Commentary on Rule 45 Subpoenas to Non-Parties, Second Edition. Comments should be submitted by March 6.


New Oregon data breach notification requirement – Colleen Theresa Brown and Clayton G. Northouse of Sidley reported that a unique new data breach notification law, the Oregon Consumer [Identity Theft] Information Protection Act, went into effective on Jan. 1. The law imposed a direct obligation on vendors to provide regulatory notice to the state as well as to provide notice to data owners within 10 days.


TR 2020 Report on the State of the Legal Market – Thomson Reuters released its 22-page annual law firm report, prepared with Georgetown University Law Center and Peer Monitor. Perhaps tellingly, only at page 19 does the report begin to discuss expanded use of technology to improve legal work processes.


Recent e-discovery decisions

12/19/2019 – U.S. Magistrate Judge Amanda Arnold Sansone ordered defendants to comply with the Court’s earlier order, which had required one of defendants to turn over an employee’s hard drives that were in his possession, for inspection by an expert to determine whether production of documents from the hard drives had been performed properly. The Court also ordered that defendants must pay reasonable expenses plaintiff incurred for meet and confers and filing its motion. The Court denied, without prejudice, plaintiff’s request for additional sanctions, a jury instruction, and an order to show cause why some of the defendants should not be held in contempt of the earlier order. HealthPlan Servs., Inc. v. Dixit, et al., No.: 8:18-cv-2608-T-23AAS (M.D. Fla. Dec. 19, 2019).


12/20/2019EDPivotalKLDiscoveryPivotal Acquisition Corp. Completes Merger with KLDiscovery
1/6/2020EDRelativityIntroducing RelativityOne Government
1/6/2020EDPolsinelliUnitedLexPolsinelli Partners with UnitedLex to Launch New PolsinelliPLUS Solutions Center
1/7/2020EDLegilityInventusLegility and Inventus to Combine to Create World’s Preferred Partner for Legal Operations Services


12/24/2019EDBall in your courtPreserving Social Media Content: DIYCraig Ball
12/30/2019C/DPJackson LewisPersonal Information, Private Information, Personally Identifiable Information…What’s the Difference?Joseph J. Lazzarotti
1/1/2020EDComplex DiscoveryeDiscovery Mergers, Acquisitions, and Investments in 2019Rob Robinson
1/2/2020EDeDiscovery Daily BlogIt’s 2020! Here’s a Current Survey and a Major Conference To Look Forward To: eDiscovery TrendsDoug Austin
1/2/2020EDRelativity6 Security Questions to Ask a SaaS e-Discovery ProviderAmanda Fennell
1/3/2020LT/DTLegaltech NewsAI Fears Subside: Most See Fundamental Change, but Not Job LossFrank Ready
1/3/2020EDEpiqWhen a Deal Goes Wrong, Possession is Not Nine-Tenths of the Law
1/3/2020EDeDiscovery Daily BlogCourt Orders Defendants to Produce Laptop for Forensic Examination – Again: eDiscovery Case LawDoug Austin
1/7/2020EDeDiscovery Daily Blog2019 eDiscovery Case Law Year in Review, Part 1Doug Austin


Conferences, webinars, and the like can provide insight into where e-discovery, information governance cybersecurity, and digital transformation are heading

1/9/2020-2/14/2020 EVENTS

1/9/20 9:00 AM1/10/20 6:00 PMPTConferenceSanta Clara, CAABAArtificial Intelligence and Robotics National Institute
1/13/20 1:00 PMETWebinarABAHot Topics: Electronic Information in Criminal Investigations and Proceedings, Part 1
1/14/20 12:00 PM1/14/20 1:00 PMETWebinarPerkins CoieCCPA Litigation Outlook and Defense
1/14/20 2:00 PM1/14/20 3:00 PMETWebinarRedgraveEphemeral Messaging – Navigating Risk amid Increasing Adoption
1/15/20 12:00 PMETWebinarHaystackIDNew Data Types and eDiscovery: From Social Media and Slack to the Cloud
1/16/20 1:00 PM1/16/20 2:00 PMETWebinarACEDSHow to Leverage Predictive Coding and Artificial Intelligence for Defensible and Effective Review
1/20/20 11:00 AM1/21/20 5:30 PMBSTConferenceLondon, UKCLOCCLOC 2020 London Institute
1/21/20 12:00 PM1/21/20 12:55 PMUTCWebinarExterro6 major edisclosure challenges and how to solve them
1/21/20 1:00 PM1/21/20 2:00 PMETWebinarACEDSDigital Forensics Disrupted: Are You Ready for CYOD (Collect Your Own Device)?
1/22/20 11:30 AM1/22/20 12:15 PMETWebinarConcept SearchingThe Benefits of the Digital Workplace – Pipedream or Reality?
1/22/20 1:00 PM1/22/20 2:00 PMETWebinarACEDSNo Crystal Ball Necessary: Top 2020 E-Discovery Trends
1/23/20 12:00 PM1/23/20 1:00 PMETWebinarABALegal Implications of New Technologies, Part Two: The Rise of Artificial Intelligence
1/23/20 1:00 PM1/23/20 2:00 PMETWebinarACEDSTechnology Options for Audio Review
1/23/20 1:00 PM1/23/20 2:30 PMETWebinarDavis Wright TremaineEnforcement Actions Under EU GDPR and Complying With the California Consumer Privacy Act
1/27/20 9:00 AM1/27/20 5:00 PMPTConferenceSan Francisco, CAPLIAdvanced Data Privacy, Cybersecurity and TCPA Class Action Litigation 2020
1/28/20 8:00 AM1/28/20 3:00 PMPTConferenceLos Angeles, CAARMAARMA GLA Summit
1/28/20 1:00 PM1/28/20 2:00 PMETWebinarACEDSThe Mathematics of Technology Assisted Review
1/29/20 1:00 PMETWebinarCloudNineImportant eDiscovery Case Law Decisions of 2019 and Their Impact on 2020
1/29/20 1:00 PM1/29/20 2:00 PMETWebinarXDDWhen the Bough Breaks: ESI Spoliation Sanctions
1/30/20 1:00 PM1/30/20 2:00 PMETWebinarACEDSGain Efficiencies in Investigations Through Advanced Methods and Technologies
2/3/202/6/20ETConferenceNew York, NYALMLegalweek New York
2/3/20 8:30 AM2/3/20 3:30 PMETConferenceNew York, NYFive Star LegalMicrosoft eDiscovery Security & Compliance Center Workshop
2/10/20 8:30 AM2/11/20 1:00 PMETConferenceNew York, NYThe Sedona ConferenceThe Sedona Conference Working Group 6 Annual Meeting 2020
2/12/20 9:00 AM2/13/20 5:00 PMETConferenceNew York, NYThe Sedona ConferenceThe Sedona Conference Institute (TSCI) Presents: 2020 eDiscovery Negotiation Training: Practical Cooperative Strategies
2/12/20 1:00 PM2/15/20 6:30 PMPTConferenceCarlsbad, CAABA2020 Corporate Counsel CLE Seminar
2/13/20 8:50 AM2/14/20 4:00 PMCTConferenceMinneapolis, MNMinnesota CLEThe 2020 Midwest Legal Conference on Privacy & Data Security


George Socha on Email
George Socha
Senior Vice President of Brand Awareness at Reveal
George Socha is the Senior Vice President of Brand Awareness at Reveal, where he promotes brand awareness, helps guide development of product roadmap and consults with customers on effective deployment of legal technology.

Named an “E-Discovery Trailblazer” by The American Lawyer, George has assisted corporate, law firm, and government clients with all facets of electronic discovery, including information governance, domestically and globally. He served clients in a variety of industries including pharmaceutical, energy, retail, banking and technology, among others. As a renowned industry thought leader, he has authored more than 50 articles and spoken at more than 200 engagements across the world on a variety of e-discovery topics. His extensive knowledge has also been utilized more than 20 times to provide expert testimony.

Co-founder of the Electronic Discovery Reference Model (EDRM), a framework that outlines the standards for the recovery and discovery of digital data, and the Information Governance Reference Model (IGRM), a similar framework specific to information management, George is skilled at developing and implementing electronic discovery strategies and managing electronic discovery processes.

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