Course Handbook
Electronic Discovery 2024
Publication Date: February 2025
Overview
This Course Handbook was compiled for the program, Electronic Discovery 2024.
PLI’s nationally acclaimed course handbooks represent the definitive thinking of the nation’s finest legal minds on timely topics and are considered the standard reference in the field. This course handbook is prepared specifically for the program and stands alone as a permanent reference.
Details
Publication dateFebruary 2025ISBN978-1-4024-4847-8Last updatedFebruary 2025Page count646Volumes1Item #414507
Topics
Contents
Chapter 1Model Protocol for Discovery of Electronically Stored Information in Civil Litigation
Chapter 2United States District Court, Northern District of California, Checklist for Rule 26(f) Meet and Confer Regarding Electronically Stored Information (Revised December 1, 2015)
Chapter 3Ariana J. Tadler, Kevin F. Brady and Karin Scholz Jenson, The Sedona Conference, The Sedona Conference “Jumpstart Outline”: Questions to Ask Your Client and Your Adversary to Prepare for Preservation, Rule 26 Obligations, Court Conferences and Requests for Production (March 2016)
Chapter 4The Sedona Conference Practical In-House Approaches for Cross-Border Discovery and Data Protection (June 2016)
Chapter 5The Sedona Conference TAR Case Law Primer, Second Edition (2023)
Chapter 6Jones Day, White Paper, Current Trends: Discovery of Electronically Stored Information on Mobile Devices and Social Media (June 2019)
Chapter 7James A. Sherer, David Choi and Csilla Boga-Lofaro, Baker Hostetler LLP, Court Guideposts for the Path to TAR Adoption (September 24, 2017)
Chapter 8Rio Tinto PLC v. Vales S.A., 306 F.R.D. 125 (S.D.N.Y. 2015)
Chapter 9William A. Gross Constr. Assoc., Inc. v. Am. Mfr. Mut. Ins. Co., 256 F.R.D. 134 (S.D.N.Y. 2009)
Chapter 10Victor Stanley, Inc. v. Creative Pipe, Inc., 250 F.R.D. 251 (D. Md. 2008)
Authors
Lauri W. Sawyer
Lauri Sawyer is a trial lawyer who litigates complex disputes in federal and state courts, as well as in domestic and international arbitral forums. She has extensive experience litigating cases involving structured financial products and derivatives. Lauri was derivatives counsel to Lehman Brothers Holdings and its affiliated debtors and tried the first derivatives cases in the Lehman bankruptcy. Lauri's in-depth knowledge of financial issues allows her to facilitate the effective resolution of disputes prior to trial through negotiation and mediation. Lauri is a member of Jones Day's LIBOR transition task force and blockchain working group. Lauri's trial experience extends beyond the financial arena and includes disputes involving securities, constitutional and voting issues, project finance, and asylum. She has participated in foreign court proceedings and appeals, as well as worldwide discovery and enforcement efforts. Lauri's international arbitration experience includes arbitrations pursuant to the AAA, ICC, and UNCITRAL rules. She is experienced in the enforcement of arbitration awards and collateral proceedings designed to protect arbitration clauses. Lauri also is well-versed in disputes arising under the Lanham Act, including false advertising claims. She has successfully prosecuted and defended actions in federal court and before the National Advertising Division (NAD). Lauri regularly lectures on litigation and e-discovery issues.Lauri is strongly committed to pro bono service, especially for clients with family law and immigration issues. Lauri was recognized as an Equality Trailblazer by The National Law Journal. She also serves on several advisory and nonprofit boards, including the Hudson Valley Shakespeare Festival.Read more
Ashish Prasad
Ashish S. Prasad is the Vice President and General Counsel of eTERA Consulting, an electronic discovery, document review and technology consulting company headquartered in Washington, D.C. and with capabilities throughout the United States.
Ashish is widely regarded as among the leading experts on discovery in the United States. He has served, among other things, as Litigation Partner, Founder and Chair of the Mayer Brown LLP Electronic Discovery and Records Management Practice, Founder and CEO of Discovery Services LLC, Executive Editor of The Sedona Principles: Best Practices Recommendations & Principles for Addressing Electronic Document Production (2004), Co-Editor in Chief of the Practicing Law Institute treatise Electronic Discovery Deskbook: Law and Practice (2009), and Adjunct Professor of Law at Northwestern University Law School.
In addition to having extensive experience in managing all aspects of discovery in litigation and investigations, and developing policies and procedures for electronic discovery, records management and legacy data management for corporations and law firms, Ashish has defended discovery compliance procedures before numerous courts and regulators. Over the past decade, Ashish has authored over two dozen articles, and given over 100 legal education seminars, on topics of electronic discovery before judges, practicing lawyers and industry groups in the United States, Europe and Asia.
Ashish is active in a wide variety of charitable organizations related to children’s health and education, including serving as a Board Member of the U.S. Fund for UNICEF, Children’s Memorial Hospital of Chicago, and Pratham USA. Ashish graduated from the University of Chicago Law School, where he was a Member of the Law Review, and the University of Michigan Honors College, where he graduated with High Honors and High Distinction. He lives in the Chicago area with his wife and three children.Read more
John J. Rosenthal
John Rosenthal is a litigation partner in the firm’s Washington, D.C. office who represents clients around the globe in an array of complex antitrust and litigation matters. His practice also involves counseling clients on a variety of trade regulation, trademark, and commercial issues.Mr. Rosenthal is Chair of the firm’s e-discovery and electronic information practice group. In this regard, Mr. Rosenthal is one of the most experienced practitioners in the United States in the area of electronic discovery and risk reduction from electronic discovery. With this background, he counsels a wide variety of companies on record retention programs, compliance with electronic discovery, and the implementation of programs to reduce risk associated with the generation and retention of electronic records.Mr. Rosenthal also lectures across the United States on the issues of electronic discovery and record retention programs. He is a participant in the Sedona Conference on Best Practices for Electronic Discovery and Records Management, a group of lawyers, judges, and vendors focusing on the development of the law regarding electronic discovery and retention issues in both the United States and the European Union. This group has put together several authoritative pieces on these issues, which have been cited by various federal and state courts (see www.thesedonaconference.org for further reference). Mr. Rosenthal also is an advisory board member of the Georgetown University Law Center Continuing Legal Education E-Discovery. Mr. Rosenthal is also a member of the District of Columbia Bar Association’s E-Discovery Committee.Read more
Florence M. Yee
Florence is Vice President and Corporate Counsel in the Enterprise Litigation Group at Prudential Financial, Inc., where she focuses her practice on matters implicating privacy, cybersecurity, and emerging technology issues, and manages the Company’s global e-discovery docket for litigation and regulatory matters. She is also lead counsel for the Company’s records management program, where she leads a cross-functional working group of attorneys and compliance professionals from all practice groups and disciplines, whose charter is to provide guidance to the Company on domestic and international information governance issues. Florence is also actively engaged in multiple Company initiatives involving the evaluation, development, integration, and use of artificial intelligence in business processes and workflows. At Prudential, Florence is a member of the Law, Compliance, Business Ethics and External Affairs Department’s Diversity, Equity & Inclusion Council and the Asian Pacific Islander Americans Business Resource Group. She is a frequent speaker and active participant in various industry professional groups, and a member of the Association of Corporate Counsel (ACC) and the International Association of Defense Counsel (IADC). She received her J.D. from the Benjamin N. Cardozo School of Law and B.A. from Cornell’s University’s College of Arts and Sciences.Read more
