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AI & GenAI in the Courts: Practical Takeaways from Recent eDiscovery Orders (Presented by Above the Law)

2025-10-01 13:00:00

1 hours

2025-10-01 13:00:00

1 Credits

Practical guidance on implementing generative AI in eDiscovery, covering disclosure requirements, validation methodologies, and transparency practices from recent court developments.

2025-10-01 13:00:00

1 hours

Practical guidance on implementing generative AI in eDiscovery, covering disclosure requirements, validation methodologies, and transparency practices from recent court developments.

2025-10-01 13:00:00

1 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how to implement generative AI in eDiscovery workflows, including disclosure requirements, validation methodologies, transparency practices, and protocols from recent court orders.

What will you gain

Attorneys will gain practical strategies for explaining AI technology to courts and opposing counsel while building defensible, well-documented review processes.

Disclosure Requirements
Understand stipulated orders and meet-and-confer obligations for GenAI use in eDiscovery.
Validation Methods
Apply recall, precision, and F1 scores to satisfy judicial scrutiny of AI review.
Transparency Practices
Document processes comprehensively to avoid black box challenges from opposing counsel.
ESI Protocols
Review real-world protocols from recent court orders including EEOC v. Tesla.
Prompt Development
Create effective prompts by defining legal terms and avoiding undefined inferences.
Court Communication
Explain AI technology to judges and opposing counsel with appropriate comparisons.

What will you learn

Attorneys will learn how to implement generative AI in eDiscovery workflows, including disclosure requirements, validation methodologies, transparency practices, and protocols from recent court orders.

What will you gain

Attorneys will gain practical strategies for explaining AI technology to courts and opposing counsel while building defensible, well-documented review processes.

Agenda

Session 1

GenAI Disclosure Requirements and Meet-and-Confer Obligations

Session 2

Validation Methodologies and Recall Targets for Courts

Session 3

Transparency Practices to Avoid Black Box Challenges

Session 4

Real-World Protocols from Recent ESI Orders

Session 5

Explaining AI Technology to Counsel and Courts

Session 6

Interactive Q&A with Expert Panelists

clock 1:00 pm - 1:10 pm EST

GenAI Disclosure Requirements and Meet-and-Confer Obligations

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

This session explores recent court developments addressing generative AI use in eDiscovery, including the landmark EEOC v. Tesla stipulated order. Learn how parties can reach agreements on AI use through meet-and-confer processes and what factors affect successful negotiations between parties with varying levels of technical sophistication.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

clock 1:10 pm - 1:20 pm EST

Validation Methodologies and Recall Targets for Courts

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

Discover how validation criteria serve as a shield of methodological protection while maintaining prompt confidentiality. This session covers key metrics including recall, precision, and F1 scores, and explains how offering validation results can be an effective alternative to full prompt disclosure.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

clock 1:20 pm - 1:30 pm EST

Transparency Practices to Avoid Black Box Challenges

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

Learn essential documentation practices that ensure defensibility when using AI in eDiscovery workflows. This session emphasizes process-focused transparency over technical details and clarifies when disclosure of AI use becomes necessary versus when it remains privileged work product.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

clock 1:30 pm - 1:40 pm EST

Real-World Protocols from Recent ESI Orders

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

Examine practical applications of generative AI across first-pass review, early case assessment, incoming production review, and investigation support. This session covers prompt development considerations and demonstrates how current ESI protocols blend traditional search methods with cutting-edge AI technologies.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

clock 1:40 pm - 1:50 pm EST

Explaining AI Technology to Counsel and Courts

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

Gain strategies for addressing security concerns in asymmetrical litigation and comparing AI review capabilities to human review. This session distinguishes discovery AI from drafting AI and addresses when expert witnesses may be needed to defend AI-assisted review processes.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

clock 1:50 pm - 2:00 pm EST

Interactive Q&A with Expert Panelists

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

Engage directly with presenters to address your specific questions about implementing generative AI in eDiscovery. This open discussion provides an opportunity to explore practical challenges and emerging best practices in AI-assisted document review workflows.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

01 06
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

George Socha

Reveal Data

Susan Wortzman

McCarthy Tétrault

Jaime Raba

Seyfarth Shaw

George Socha

Reveal Data

George is the Senior Vice President of Brand Awareness at Reveal, where he promotes brand awareness, helps guide development of product roadmap and consults with customers on effective deployment of legal technology. Named an ‘E-Discovery Trailblazer’ by The American Lawyer, he has assisted corporate, law firm, and government clients with all facets of electronic discovery, including information governance, domestically and globally.

Recognition & Leadership

Named an 'E-Discovery Trailblazer' by The American Lawyer

Experience

Has assisted corporate, law firm, and government clients with all facets of electronic discovery, including information governance, domestically and globally. Served clients in a variety of industries including pharmaceutical, energy, retail, banking and technology, among others.

George Socha

Reveal Data

George is the Senior Vice President of Brand Awareness at Reveal, where he promotes brand awareness, helps guide development of product roadmap and consults with customers on effective deployment of legal technology. Named an ‘E-Discovery Trailblazer’ by The American Lawyer, he has assisted corporate, law firm, and government clients with all facets of electronic discovery, including information governance, domestically and globally.

Recognition & Leadership

Named an 'E-Discovery Trailblazer' by The American Lawyer

Experience

Has assisted corporate, law firm, and government clients with all facets of electronic discovery, including information governance, domestically and globally. Served clients in a variety of industries including pharmaceutical, energy, retail, banking and technology, among others.

Susan Wortzman

McCarthy Tétrault

Susan is a partner in the Toronto offices of McCarthy Tétrault and leads the firm’s e-Discovery and information management practice.

Recognition & Leadership

Named one of the Top 25 Most Influential Lawyers in 2020 by Canadian Lawyer Magazine. Named an AI Visionary by Relativity in 2023.

Experience

Partner at McCarthy Tétrault leading the firm's e-Discovery and information management practice.

Jaime Raba

Seyfarth Shaw

Jaime’s legal practice is dedicated to information governance including eDiscovery litigation response, information security, and information technology issues. He draws on his technical background in advising clients on matters involving data analysis, privacy, forensics, legacy systems, and technology risk management.

Experience

An experienced litigator who has represented clients in disputes involving intellectual property, software licensing, labor and employment, fraud, unfair competition, securities, RICO, bankruptcy, real estate, and legislative intent. Before becoming an attorney, he worked as a systems analyst and systems administrator. Counsels clients on cost-effective eDiscovery in complex litigation proceedings on topics including preservation, litigation holds, collection, review, production, and complex privilege issues.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Understanding AI and generative AI in eDiscovery is essential for legal practitioners to navigate evolving court requirements, ensure defensible document review, and optimize costs in an increasingly technology-driven litigation landscape.
89%
Of legal professionals are comfortable using generative AI for document review, making it the most trusted AI application in legal work.
73%
Of total eDiscovery production costs are attributed to document review, making it the most expensive phase of the litigation process.
$32B
Projected global eDiscovery market size by 2033, growing at a 9.1% CAGR as AI integration drives demand for advanced legal technology solutions.
80%
Reduction in document review time achieved using AI-powered contract management tools compared to traditional manual review methods.

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