I was having ILTA FOMO until I started getting briefing requests for RelFest. Case commitments squeezed my RelFest time this year. I am sharing my client recommendation list of sessions that have either great speakers or content that aligns with my focus areas. My briefings usually eat up session time, but last year I really benefited from several good sessions and labs. So come [...]
Elevate’s Jeremy Pickens recent article “Why More Accurate (Gen)AI Doesn’t Always Reduce Total Document Review Costs” raised several good points using different eDiscovery review scenarios. That inspired me to adapt some of my own tools into a free review budget calculator where you can use your own collection parameters, rates and assumptions to project the potential accuracy, cost and time to completion for counsel’s [...]
The Redgrave LLP case study “Generative AI for Complex Document Review” provides a unique opportunity to explore potential workflow options to project the comparative results from a cost, time, risk and effort perspective. Clients and peers are wrestling with ‘Is AI really worth it?’. That question has led me to adapting my validation and ROI models to test aiR for Review against closed client [...]
Doctorow's writing is great, so give it a read. The heart of eDiscovery has always been extracting the evidentiary story from mountains of raw ESI. If AI can ‘summarize’ that mountain via a RAG-LLM model, does that make eDiscovery professionals into Cory Doctorow’s ‘Reverse Centaurs’, i.e a squishy meat appendage for an uncaring machine? I think my recent return to coordinating matters [...]
Click for full size The Redgrave LLP team just released a fabulous case study, “Generative AI for Complex Document Review”. To summarize, they put Relativity aiR for Review up against Relativity Active Learning (RAL) using a 45k collection to test both workflows for defensibility under caselaw and the Sedona Conference TAR 1 Reference Model parameters. The paper is a dense, academic [...]
Looking forward to speaking on David Horrigan’s Legal Data Intelligence State of the Union panel at RelFest 2026. Book a time slot here to brief me on your latest offerings, talk eDiscovery or pick my brain about case challenges. With my return to coordinating cases for clients and partners I am focused on leveraging AI upstream and in review to maximize value and [...]
Microsoft is literally changing the M365 architecture in flight. Copilot functionality is being woven into every aspect of the user experience. As always, innovation seems to outpace discovery and compliance requirements, though the focus on security seems to be helping with controls, monitoring and access. Differentiating between custodial and Copilot generated ESI is a key challenge for corporate legal managing risk. Luckily, the incidents [...]
Microsoft has been migrating Teams private channel data from participant mailboxes to new dedicated channel Group mailboxes since September 2025 and started deleting the ownerless or archived channels June 5th. Redgrave LLP’s Staci Kaliner wrote an excellent summary of the changes and the potential impact on holds, compliance and eDiscovery. All of this raises the risk of inadvertent loss of Teams communications for [...]
There are times when counsel, auditors, regulators, etc. need to immediately conduct their own searches on broad or narrow subsets of your M365 tenant. In the legacy compliance center and other enterprise archives we set this up using custom case roles and a matter restricted to the scope. In the new unified Purview UI you will have to use compliance boundaries for relatively large [...]
Many of my clients struggle to manage M365 Purview eDiscovery matters, holds and custodians. The Five Star Legal team’s eDig365 Reporter app can be purchased for $2,500/month directly from the Microsoft Commercial Marketplace. It addresses many of the management, tracking and audit pain points experienced by corporate legal teams that rely on Purview eDiscovery directly or through an integration to their eDiscovery platform [...]