2014 E-Discovery Conference Agenda


The event took place at the Levin Advocacy Center and is available to be streamed live online.


William Hamilton, Executive Director, University of Florida E-Discovery Project; Partner, Quarles & Brady LLP; and Provost at Bryan University.

George Socha, Co-Founder, EDRM; and President, Socha Consulting LLC.

Tentative Conference Schedule:

March 14

8:00 a.m. – 9:00 a.m.


9:00 a.m. – 9:50 a.m.

Conference Introduction: It’s the Story, Stupid!

E-discovery is more than responding to production requests. At its heart, e-discovery is locating, parsing, and restructuring the voluminous and diverse case data – emails, texts, word processing docs, social media postings and messages, databases, digital photos, browsing history, computer logs, and more – into a coherent, winning story.


Bill Hamilton, Partner, Quarles & Brady; Executive Director, ICAIR
George Socha, President, Socha Consulting LLC
Rene Laurens, Product Specialist, kCura

Software Demonstration:

Relativity, kCura™

10:00 a.m. – 10:50 a.m.

Targeted Collections: Get What You Need To Find the Story

Over-collection is a killer. It drives up costs, leads to mechanical linear reviews, and gets you lost in a mass of voluminous data. Instead of collecting far too much data, define a bullseye, start with at the center, and work outward. Begin with key players and their stories, collect their data first, and expand your collection only as needed. With this session, you will learn how to collect the right data from the start,helping you focus your e-discovery strategy from day one.


Johnathan P. Rowe, President, Pinpoint Labs
Michael Quartararo, Director of Litigation Support Services, Stroock & Stroock & Lavan LLP
Jason Pill. Esq., Phelps Dunbar LLP

Software Demonstration:

Pinpoint Harvester™

11:00 a.m. – 11:50 p.m.

Look at Data Now: Test the Story

You begin to formulate your story with your first interview. But how do you know you are getting the whole truth and locating the important documents that will allow you to build your story? Watch our panel use advanced analytics to follow themes, discover case wrinkles, debunk tales the oppositions tells, and demonstrate other tricks of “letting the data tell the story.”


Martin H. Audet, e-Discovery Consultant, Nuix
Denise J. Talbert, Partner, Shook, Hardy & Bacon L.L.P.
Julie Brown, Litigation Technology Manager, Vorys, Sater, Seymour & Pease LLP

Software Demonstration:

Nuix™ eDiscovery

12:00 p.m. – 1:00 p.m.

Luncheon Address:

“Successful Advocacy in the 21st Century: Telling a Winning Story on Behalf of Your Client”


Honorable Ralph Artigliere
Florida Circuit Court Judge (retired)

1:00 p.m. – 1:50 p.m.

It’s Not Just Email: Social Media (and So Much More)

Stop thinking of e-discovery as just emails and Word documents. Electronic artifacts located on social networking sites, mobile devices, and a host of other digital devices record our daily activities. Learn from our panel how use this data to create a “day in the life” of your witness so you can tell your story convincingly to the judge and jury.


Rakesh Madhava, Chief Executive Officer, Nextpoint
Joel Wuesthoff, Director, Robert Half Legal eDiscovery Services
Judge Elizabeth M. Schwabedissen, Florida General Magistrate

Software Demonstration:

Nextpoint Cloudpreservation

1:50 p.m. – 2:40 p.m.

Linking the Critical Conversations

The key to any good story is not to merely understand your key players, but to understand who they were talking to and when. Join our panel to discuss the where and why of finding and following critical communications from you key players to other “unknowns” who may really be the keys to your winning story.


Michael Quartararo, Director of Litigation Support Services, Stroock & Stroock & Lavan LLP
Denise J. Talbert, Partner, Shook, Hardy & Bacon L.L.P.
John Tredennick , Chief Executive Officer, Catalyst Repository Systems, Inc.

Software Demonstration:

Catalyst Insight

2:50 p.m. – 3:40 p.m.

Build the Story: Find More Like This

The key to telling your narrative is finding documents that support – or refute – your themes and case concepts. Today technologies are available that allow you to draw the important documents from across all your witness to make your point. You can, for example, construct your own “killer” document and then ask software to find documents like it. Our panel will show how this is done and even more.


Ian Campbell, President and Co-founder, iCONECT
Judge Gary R. Jones, U.S. Magistrate Judge, Northern District of Florida
Lawrence Chapin, Co-Manager: International LIBOR Project at Clutch Group, LLC

Software Demonstration:

XERA™ by iConect

3:40 p.m. – 4:30 p.m.

Hone the Story: Review as an Analytic Tool

Review should not be factory work, limited to rooms full of attorneys plodding through documents as part of linear review. Reviewers should be an integral part of the trial team; they should draw on preliminary themes and case concepts as they analyze information, and trial team should draw on the analysis done by the reviewers to further refine the themes and concepts,. And reviewers should be able to go far beyond traditional searches to locate documents using a host of additional approaches such as analyses of emotional content. Join our panel as they demonstrate how you might actually do this.


Jay Lieb, Founder, NexLP
Gordon Calhoun, Partner, Lewis Brisbois Bisgaard & Smith LLP
Steven Teppler, Attorney, Abbott Law Group P.A.
Michael Dalewitz, CEO and Founder of Inspired Review

Software Demonstration:

NexLP Story Engine

4:30 p.m. – 5:20 p.m.

Keynote Address:

“Big Data Meets Big Discovery: Using Tomorrows Tools to Solve Today’s Litigation Problems.”

John Tredennick, CEO Catalyst Repository Systems, Inc.

5:30 p.m. – 6:30 p.m.


Networking with panelists and guests. Drinks and light hors d’oeuvres will be served.