Finding what matters from volumes of digital data, and defending the process.
- E-Discovery Co-Counsel
- MDL E-Discovery Liaison
- Enterprise Level National
- Corporate Compliance
- Internal Investigations
- M&A Due Diligence
- SEC Second Requests
- Project Management
- TAR - Predictive Coding
- Litigation Readiness
- Vendor Assessment
- Rule 30(b)(6) Testimony
Litigation & MDL Liaison
For outside counsel - we actually prefer the term "merits counsel" - our core service is the role of E-Discovery Co-Counsel in significant discovery matters. Under the proportionality standards, discovery conduct is bounded and finite. To maximize proportionality factors for your client, the process must be iterative, professionally collaborative with the adversarial party, highly efficient, and well documented. We deliver this process.
Our relationships with merits counsel are framed by Rule 1.1 of the ABA Model Rules and its comments. Depending on the needs, our role can be entirely consultative to merits counsel, or we can make formal appearances as Co-Counsel of record.
We are signatories to the EDRM Model Code of Conduct. Additionally, our experiences have made us professionally biased in favor of procedural transparency in discovery conduct, and our preference is to work with merits counsel and clients who embrace this approach. We have found this approach obviates the majority of discovery disputes without compromising our clients' substantive rights.
Mr. Roberts' prior experience as merits counsel in Mass Tort, Multi-District Litigation, and complex litigation matters makes us uniquely well suited for the role of MDL E-Discovery Liaison for Plaintiffs' steering committees. We prefer to be engaged as early as possible, beginning with participation in the Rule 26 Conference and continuing through to the organization and analysis of the production sets.
Enterprise Level Services
We are in our element with enterprise level services because of the heightened importance of the search science. Searching structured and unstructured information in the context of Corporate Compliance, Internal Investigations, Merger and Acquisition Due Diligence, and SEC Second Requests requires more than the binary document classification necessary for production. It requires more subtle and nuanced decisions to accurately find the things that matter in the legal context.
National E-Discovery Counsel
Legal departments that manage serial litigation matters have found efficiencies with enterprise level discovery relationships. The ability to work as an integrated team member with a wide range of legal professionals is a critical skill. Our principal, Chad Roberts, brings to this role a long career as merits counsel and first chair trial lawyer. He has working experience in the roles of each of the stakeholders, including that of in-house counsel.
Legal services have always been, and will always remain, personal. Uniquely, we have the skills, the experience, and the temperment to make the role of National e-Discovery Counsel a successful one.
An additional component of this role can include enterprise level Vendor Assessment and Litigation Readiness so discovery activity is less reactive, more stable, and more efficient.
Rule 30(b)(6) Designee
Our firm is in the business of fact finding. There is no procedural requirement for a Rule 30(b)(6) Designee to be an employee of the party. When the subject matter designations of the notice make it appropriate, our principal can conduct the good faith investigation and testify as the party's designee. Although this typically occurs in the context of discovery about discovery, it is not necessarily limited to these subjects. Contacting our firm about this role requires coordination with merits counsel because attorney-client privilege may not apply.