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.

Thought leadership

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.

Examples include:

For company entering the e-discovery market, conducted the first extensive survey of e-discovery consumers and providers.
For company entering the e-discovery market, evaluated current software and service offerings, prepared prioritized recommendations for changes to the offerings, and monitored progress with regular check-ins.
For e-discovery software company seeking more structured guidance from clients, created client advisory board and assisted in overseeing its operation.
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 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 seeking to determine whether to perform e-discovery work internally or have outside resources perform the work, conducted a study compare costs and quality of work performed internally, by outside resources, and for similarly situated companies, and delivered a report and recommendation.