I provide services as a consulting and testifying expert witness, consultant, and thought leader. These include:
Consulting and testifying expert witness
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.
Since 2003 I have helped e-discovery service and software providers and similar organizations with a wide range of thought leadership activities.
Conferences, seminars, webinars, workshops, and similar events – On everything for one-hour webinars to multi-day conferences, I assist with planning, including topic development and speaker selection; preparation, including working with speakers on content and presentation; and execution, often as co-chair, moderator, or speaker.
Papers, articles, posts, and other written materials – I prepare branded and white label white papers, articles, and posts. Topics have covered a broad range of e-discovery and related issues.
Surveys – I conduct surveys, akin to the Socha-Gelbmann Electronic Discovery Survey (2003-2009), but on a smaller, more targeted basis. I assist with developing survey topics, formulating survey instruments, recruiting participants, executing surveys, and analyzing and presenting results.
Strategic consulting and product development
I help corporate, law firms, and service and software providers clients define strategic objectives, often with a focus on developing, expanding, or refocusing their service or software offerings. I work with them to chart paths toward achieving those objectives, and assist them as they execute on their plans.
|For Midwestern law firm evaluating whether to restructure its e-discovery and litigation support function, performed analysis of current structure and prepared recommendations for personnel and process changes.|
|For corporate legal department, performed assessment of e-discovery personnel, practices, and technologies and provided recommendations for improvements with a focus on preservation, collection, early case assessment, and pre-processing.|
|For software reseller, provided training to sales force to help them better understand e-discovery needs and ways in which e-discovery software programs were able to meet those needs.|
|For private equity firm, as part of due diligence effort delivered assessments of and recommendations in connection with target provider's personnel, practices, technologies, and client base.|
|For public government-sponsored enterprise, guided an internal multidisciplinary committee through the process of identifying and selecting software platforms suited to their e-discovery and related needs and budgetary limitations.|
|For e-discovery software company seeking more structured guidance from clients, created corporate advisory board and assisted in overseeing its implementation and operation.|
|For Federal agency, provided subject matter expertise in e-discovery technologies and practices, evaluated status of and provided recommendations on improvements to agency's e-discovery capabilities, and evaluated and provided recommendations on improvements to agency's e-discovery guidelines.|
|For e-discovery provider, conducted a series of customer workshops designed to develop and prioritize ideas for software and service enhancements.|
|For corporate legal department seeking to determine whether to perform e-discovery work internally or have outside resources perform the work, conducted a study comparing costs and quality of work performed internally, by outside resources, and for similarly situated companies, and delivered a report and recommendation.|
|For mid-sized Manhattan law firm seeking to expand the scope of its e-discovery and automated litigation support activities, evaluate current status and prepare and deliver recommendations to partnership.|
|For energy company seeking to expand internal e-discovery capabilities, evaluated status of capabilities and provided staffing and related recommendations.|
|For e-discovery provider, evaluated current software and service offerings, prepared prioritized recommendations for changes to the offerings, and monitored progress with regular check-ins.|
|For company entering the e-discovery market, conducted the first extensive survey of e-discovery consumers and providers.|