Expert Work

Since 2002, I have worked as a consulting and testifying expert witness.

As a consulting expert working on litigation and investigatory matters, I assist clients with strategic planning and execution, selection of e-discovery service providers and software, cost and risk assessment and containment, and oversight of e-discovery activities.

As a testifying expert witness, I offer my expert opinions via reports, in depositions, and at hearings in Federal and state courts and at arbitrations throughout the country on a broad range of e-discovery and related issues. Topics have covered every component of the EDRM diagram from Information Governance through Presentation as well as Volume and Relevance.

I also serve as a 30(b)(6) witness, special master, and advisor to courts.

Past testimony include:


Crowther v. Crowther Roofing and Sheet Metal, Case No. 17-CA-3426, Circuit Court of the Twentieth Judicial Circuit in and for Lee County, Florida (2019)

Von Rohr Equipment Corp., et al. v. Modern Fasteners Inc., et al., Civil Action No. 2:16-cv-00675, District of New Jersey (2018)

Smith, et al. v. City of Chicago, Case No. 15 C 3467, Northern District of Illinois, Eastern Division (2018)

Companion Property and Casualty Insurance Co. v. U.S. Bank National Association, Civil Action No.: 3:15-cv-1300 JMC, District Court of South Carolina, Columbia Division (2017)

Plastech Holding Corporation v. WM Industries Corp., et al., Civ. No. 14-cv-14049-MAG-RSW, Eastern District of Michigan, Southern Division (2016)

Superior Vision Holdings, Inc. et al. v. ABB/Con-Cise Optical Group, LLC, Case No. CACE-14-0054378 (07), Circuit Court of the Seventeenth Judicial Circuit in and for Broward County, Florida (2016)

Brown, et al. v. Lowe’s Companies, Inc., et al, Case No. 5:13-cv-00079, Western District of North Carolina, Statesville Division (2016)


IDT Corporation v. Morgan Stanley Dean Witter & Co. and Morgan Stanley & Co., Inc., Index No. 603710/04, Supreme Court of the State of New York, County of New York (2014)

Duke Energy Indiana v. General Electronic Co. and Bechtel Power Corp., International Institute for Conflict Prevention and Resolution (2013)

Bayer Corporation v. Crivella West Incorporated, Case No. 50 117 T 00375 12, AAA Northeast Case Management Center (2013)

Schubert, et al., v. Roberts, et al., Case No. 10AO-CC00219, Circuit Court of Jasper County, Missouri (2013)

United States of America ex rel. John Becker, et al., v. Tools & Metals, Inc., et al., Civil Action No. 3:05-CV-0627-L, Northern District of Texas, Dallas Division (2012)

In re Pelvic Mesh/Gynecare Litigation, Case No. 291 CT, Master Case 6341-10, Superior Court of New Jersey, Atlantic County – Law Division (2012)

City of Colton v. American Promotional Events, Inc., et al. and Related Consolidated Actions, Case No. ED CV 09-01864PSG (SSx), Central District of California, Western Division (2012)

AZCO, Inc./Aker Kvaerner Songer, Inc. v. Hitachi America, Ltd., (AAA Arbitration – Case No. 51-110-Y -01947-06) (2010)

In re Search Warrant No. SW2009-005254, In re Search Warrant No. SW2009-006818, No. SW2009-003254, No. SW2009-006818, Arizona Superior Court, Maricopa County (2010)

In re Intel Corporation Microprocessor Antitrust Litigation, MDL Docket No. 05-1717-JJF, District of Delaware (2010)


Walters, et al., v. Career Education Corporation, et al., Case No. 07CY-CV07481, Circuit Court of Clay County, Missouri (2009)

Phillips, et al., v. Career Education Corporation, et al., Case No. 0811-CV08649, Circuit Court of St. Charles County, Missouri (2009)

White, et al, v. Career Education Corporation, et al., Case No. 07SL-CC01514, Circuit Court of St. Louis County, Missouri (2009)

Odom, et al., v. Microsoft Corporation, et al., No. 04-2-10618-4 SEA, Superior Court of the State of Washington for King County (2009)

Ischemia Research and Education Foundation, et al., v. Pfizer, et al., Case No. 104CV026653, Superior Court of the State of California in and for the Country of Santa Clara (2007-2008)

Fidelity Insurance Company, et al., v. Express Scripts, Inc., et al., No. 4:03-CV-1521-SNL, Eastern District of Missouri (2008)

Gerald Forsythe, et al., v. Black Hills Corporation, No. 0 4 C 5361, Northern District of Illinois (2007)

Hawkins v. Ted Van Anne, Larry Holden and Pfizer, Inc., No. 048-202894-03, 48th Judicial District of Tarrant County, Texas (2007)

Prempro Products Litigation, MDL Docket No. 4:03CV01507-WRW (2005)

MacDonald’s Industrial Products, Inc., v. DaimlerChrysler Corporation, Case No. 04-05946-CK (2005)

Rezulin Product Liability Litigation, Texas (2002)