Resources

Featured Resources

Discovery Cost Forecasting Datasheet
Atlas empowers attorneys with instant access to discovery costs in every matter to reduce total cost by improving decision making and negotiating power.

"Wake Up Call on Search" issued by Judge Peck
Deidre Paknad, President and CEO, PSS Systems

Privacy Collisions with Retention and Preservation Obligations
Concerns for data privacy and protection are amplifying, driven by globally diverse values. As a result, enforcement of existing privacy standards is on the rise. Additionally, conflicts are escalating between newly enacted US litigation laws and European privacy concerns after the FRCP changes in December 2006. This paper includes an overview of the EU directives and potential conflicts with discovery practices, retention program and data protection obligations for global companies.

Atlas and the EDRM Model
An Overview for Legal and IT Executives
The Atlas Suite helps eliminate unnecessary legal risk and reduces discovery and data management costs. Atlas aligns Legal, IT, Records Management, Finance and Lines of Business to drive down preservation and retention risk and cost. The Suite includes products that cover the elements of the EDRM module that are typically managed and performed by corporate counsel and corporate IT staff. Atlas enables your company to meet its duties for legal information governance and defensibly dispose of data with no business value.

Benchmark Survey on Prevailing Practices for Legal Holds in Global 1000 Companies
Research conducted by CGOC and Huron | Sponsored by PSS Systems
This first-of-a-kind survey focuses on corporate practices for preserving information in litigation, identifying custodians of data, communicating legal holds, interviewing custodians, and collecting potentially relevant data. The companies surveyed had annual revenue ranging from $5 billion to more than $150 billion, and were in the biotechnology, chemical, energy, financial services, insurance, manufacturing, pharmaceutical, and high tech sectors. This presentation of the findings will highlight the changes in processes and technology within these companies, the impact of those changes on reducing risk and cost, and the methodologies used to issue legal holds, manage preservation, and conduct e-discovery.

5th Annual CGOC Summit — Reducing the Heavy Footprint of Legal Duties on the Corporate Bottom Line
Complete proceedings featuring guest experts from Travelers, Citigroup, First Data Corporation, GE, AlixPartners, Connolly Bove Lodge & Hutz, Ryley Carlock & Applewhite, American Express, BP, Hunton & Williams, Capital One, Novartis Corporation, Huron Consulting Group, Abbott Laboratories, and more.

A Framework for Addressing Legacy Data
Matthew I. Cohen, Managing Director, AlixPartners LLP and Deidre Paknad, President & CEO, PSS Systems

Predicting the Future: Using Matter and Holds Data to Predict and Control Discovery Costs
Eric Saltzman, CFO and General Counsel, PSS Systems

Legal Obligations Create Burden and Risk in IT Environment
Deidre Paknad, President & CEO, PSS Systems

Getting Demand Letters Right
Tom Lahiff, Director, PricewaterhouseCoopers; former AGC, Citigroup

Evaluating Your Record Retention Program When Your Company "Reasonably Anticipates" Filing Litigation
Kevin Brady, Partner of Business Law Group, Connolly Bove Lodge & Hutz LLP

7 Essentials to Evaluating Legal Holds
CGOC Publication

The Four Challenges of Legal Hold Communications
by Deidre Paknad

5-Point Plan to Prepare for the New Federal Rules
New Rules place a very early focus on existing retention practices and the preservation and discovery of information – are you ready?

Evidentiary Problems and ESI
Kevin F. Brady, Connolly, Bove, Lodge & Hutz LLP

Process Integrity and Efficiency
Deidre Paknad, President & CEO, PSS Systems, Inc.
Gideon Schor, Partner, Wilson Sonsini Goodrich & Rosati

Litigation Communications and Collections

E-discovery Book CH5

E-discovery: Creating and Managing an Enterprisewide Program — A Technical Guide to Digital Investigation and Litigation Support
Syngress Press October 17, 2008
ISBN-10: 1597492965
ISBN-13: 978-1597492966

Privacy & Security Law Report
Fred H. Cate and Margaret P. Eisenhauer

Admissibility of Electronic Evidence
Kevin Brady and Judge Paul Grimm

Litigation Process Assessment and Improvement
PSS Systems, Inc.

New Federal Discovery Rules: A Compliance Roadmap
Deidre Paknad, President & CEO, PSS Systems, Inc., in The Corporate Counselor, December 2006

Take a Proactive Approach: Winning the Electronic Data Discovery Game
Tom Barnett, Special Counsel, Sullivan & Cromwell

Striving for Sensible Standards
Jim Michalowicz, Senior Consultant, Altman Weil

Taking the Convergence Model to the Next Level
Jim Michalowicz, Senior Consultant, Altman Weil

Adapting to Paper-Based Rules to Electronic Discovery
Tom Barnett, Special Counsel, Sullivan & Cromwell

Implications of the New Federal Rules and the Proposed NCSC Guidelines
Thomas Allman, Senior Counsel, Mayer Brown Rowe & Maw

Should Metadata Automatically Be Produced?
The Williams v. Sprint/United Management Co. Case

Kevin Brady, Attorney, Connolly Bove Lodge & Hutz, LLP

The Important Role Of Record Retention Policies In The Upcoming Changes To The Federal Rules Of Civil Procedure
Kevin Brady, Partner of Business Law Group, Connolly, Bove, Lodge & Hutz LLP

Discovery of Digital Information
Ronald J. Hedges, U.S. Magistrate Judge, New Jersey

Anticipated Preservation Fine from SEC — Making Sense of the Latest Retention & Preservation Judgments
By Kevin Brady, Attorney, Connolly Bove Lodge & Hutz, LLP and Deidre Paknad, President & CEO, PSS Systems, Inc.

Drivers of Change Outlook for 2006-2010
Michael Clark, CEO, EDDix LLC

Information Centered Approach to Litigation Readiness Benchmarking
Carmen Oveissi, Managing Director, Atlas Product Line

Corporate Participation in the E-Discovery Process
James Wright, P.E., Director of Electronic Discovery, Halliburton Litigation Group

Litigation Holds Checklist: Monitoring for Departing Employees & Other Key Elements in Active Litigation
A working lunch discussion on the implications of routine monitoring and modern approaches to doing so.

Retention Management

Next Level Retention Management
Marylin Bota, President & Principal, Bluestone Process Dynamics

Records Management
Harry Pugh, Managing Director, Operations & Technology Policy Coordinator, Citigroup

Getting People To Play Along: Addressing Change Issues Generated From Implementing New Records Management Programs
James Santangelo, Records Management Specialist, PricewaterhouseCoopers
Seth Schiffman, Change Specialist, PricewaterhouseCoopers

The New Role of Records Coordinators: The Connection to Discovery
A working lunch discussion on better coordination between retention and litigation leaders.